Original filing (PDF)20250718053544NAL0001842320001

SYCAMORE HEALTHCARE ASSOCIATES

Name: SYCAMORE HEALTHCARE ASSOCIATES — SHA 401(K), Form 5500 (2024)
Creator: SYCAMORE HEALTHCARE ASSOCIATES

Form 5500-SF

FILING_RECEIVED

SHA 401(K)

401(k) retirement plan

Active participants

105

Accounts w/ balance

Plan assets (EOY)

$832K

Net assets (EOY)

$832K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYCAMORE HEALTHCARE ASSOCIATES.

Plan sponsor

Name

SYCAMORE HEALTHCARE ASSOCIATES

EIN

26-1283821

Address

1790 MUIR ROAD · MARTINEZ, CA · 94553

Phone

(925) 321-2718

Industry

Health Care & Social Assistancesee all

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

2025-07-18

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

TROUVAILLE, LLC

TROUVAILLE, LLC 401(K) PLAN

$831K · 43 participants

SIMPSON MEMORIAL HOME, INC.

SIMPSON MEMORIAL HOME, INC. 401(K) SAVINGS PLAN

$833K · 115 participants

PARK HILL MANOR, INC.

PARK HILL MANOR, INC. PROFIT SHARING PLAN

$833K · 9 participants

TJ SWIFT HOUSE, INC.

TJ SWIFT HOUSE 401(K) PLAN

$833K · 212 participants

SPRINGWELL, LLC

SPRINGWELL, LLC 401(K) PLAN

$834K · 103 participants

Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 15% as many balances as active participants — suggests many active employees aren't deferring.

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.