How big is LOC TRAN's plan?

LOC TRAN's plan reported $1.3M in assets and 8 participants for 2024.

Original filing (PDF)20250414124606NAL0001697537001

LOC TRAN

Name: LOC TRAN — LOC TRAN 401(k) Profit Sharing Plan &, Form 5500 (2024)
Creator: LOC TRAN
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LOC TRAN 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · LOC TRAN's LOC TRAN 401(k) Profit Sharing Plan & Trust held $1.3M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

LOC TRAN signed LOC TRAN's 2024 Form 5500 as plan administrator.

LOC TRAN — 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

LOC TRAN's EIN is 20-3961292.

EIN 20-3961292

Plan number 002

Plan year 2024

ACK ID 20250414124606NAL0001697537001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

LOC TRAN's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

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

LOC TRAN

EIN

all filings

Address

9381 E STOCKTON BLVD STE 110 · ELK GROVE, CA · 956245069

Phone

(916) 714-3636

Industry

Offices of Dentists· Health Care & Social Assistance

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

2025-04-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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