How big is Santa Lucia's plan?

Santa Lucia's plan reported $57K in assets and 13 participants for 2024.

Original filing (PDF)20250703103850NAL0000520193001

Santa Lucia

Name: Santa Lucia — Santa Lucia 401(k) Plan, Form 5500 (2024)
Creator: Santa Lucia
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Santa Lucia 401(k) Plan

401(k) retirement plan · Santa Lucia's Santa Lucia 401(k) Plan held $57K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$57K

Net assets (EOY)

$57K

People on this filing

Nick Rice signed Santa Lucia's 2024 Form 5500 as plan administrator.

Nick Rice — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Santa Lucia's EIN is 13-4314073.

EIN 13-4314073

Plan number 001

Plan year 2024

ACK ID 20250703103850NAL0000520193001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Santa Lucia from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Santa Lucia's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SANTA LUCIA.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SANTA LUCIA

EIN

all filings

Address

11 MARSHALL WAY · VALLEJO, CA · 94589

Phone

(707) 655-3225

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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