· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PLATINUM LIVING SERVICES INC — PLATINUM LIVING SERVICES INC 401K PLAN 001, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250819130639NAL0003832912001
PLATINUM LIVING SERVICES INC
Form 5500-SF
FILING_RECEIVED
PLATINUM LIVING SERVICES INC 401K PLAN 001
401(k) retirement plan
Active participants
67
Accounts w/ balance
21
Plan assets (EOY)
$669K
Net assets (EOY)
$668K
Plan health score (directional)
84
/ 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
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PLATINUM LIVING SERVICES INC
.
Find decision makers
Plan sponsor
Name
PLATINUM LIVING SERVICES INC
EIN
26-2439184
Address
4020 SIERRA COLLEGE BLVD SUITE 200 · ROCKLIN, CA · 95677
Phone
(916) 624-6229
Industry
Health Care & Social Assistance
see 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
2025-08-19
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
FELLOWSHIP HOMES, INC., DBA CASA DE MODESTO
CASA DE MODESTO 403(B) PLAN
$669K · 60 participants
AFFINITY HEALTH CARE LLC
AFFINITY HEALTH CARE LLC RETIREMENT PLAN
$669K · 35 participants
MEDWAY COUNTRY MANOR INC
MEDWAY COUNTRY MANOR INC 401(K) PROFIT SHARING PLAN & TRUST
$668K · 56 participants
SOVEREIGN HEALTHCARE
SOVEREIGN HEALTHCARE 401(K) PLAN AND TRUST
$670K · 66 participants
ALASTAR FAMILY & SENIOR IN-HOME CARE, LLC
ALASTAR FAMILY & SENIOR IN-HOME CARE, LLC 401(K) PLAN
65
Knocking points off
Only 31% 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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$670K · 597 participants
SCOTT COUNTY REST HOME INC
SCOTT COUNTY REST HOME INC. DBA PARK LANE NURSING HOME TAX DEFERRED ANNUITY PLAN
$667K · 87 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
