Back to filter
Original filing (PDF)20251013135841NAL0000680835001
LOREENG, INC.
Form 5500-SF
FILING_RECEIVED
WEALTHWISE FINANCIAL CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOREENG, INC..
Plan sponsor
Name
LOREENG, INC.
EIN
20-2213327
Address
9070 IRVINE CENTER DRIVE, SUITE 230 · IRVINE, CA · 92618
Phone
(949) 748-1178
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
PENTALPHA CAPITAL, LLC
PENTALPHA CAPITAL, LLC PROFIT SHARING 401(K) PLAN
$2.7M · 19 participants
MENTA CAPITAL LLC
MENTA CAPITAL LLC 401(K) PROFIT SHARING PLAN
$2.7M · 6 participants
G.P. INSURANCE AGENCY, LLC
G.P. INSURANCE AGENCY, LLC DEFINED BENEFIT PLAN
$2.7M · 3 participants
EEE INVESTMENTS
EEE INVESTMENTS 401(K) P/S PLAN
$2.7M · 2 participants
STEVEN C. COLSON
STEVEN C. COLSON 401(K) PLAN
$2.7M · 2 participants
GUARDIAN WEALTH PARTNERS, LLC
GUARDIAN WEALTH PARTNERS LLC 401K PLAN
$2.7M · 13 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B