How big is Sharene Lewis Santos' plan?

Sharene Lewis Santos' plan reported $277K in assets and 3 participants for 2024.

Original filing (PDF)20251002125256NAL0001291922001

Sharene Lewis Santos

Name: Sharene Lewis Santos — Sharene Lewis Santos 401(k), Form 5500 (2024)
Creator: Sharene Lewis Santos
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sharene Lewis Santos 401(k) P/S Plan

401(k) retirement plan · Sharene Lewis Santos' Sharene Lewis Santos 401(k) P/S Plan held $277K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$277K

Net assets (EOY)

$277K

People on this filing

Bonnie Neil signed Sharene Lewis Santos' 2024 Form 5500 as plan administrator.

Bonnie Neil — Plan Administrator — Form 5500 signer
Sharene L Santos — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Sharene Lewis Santos' EIN is 26-3497377.

EIN 26-3497377

Plan number 001

Plan year 2024

ACK ID 20251002125256NAL0001291922001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sharene Lewis Santos' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

SHARENE LEWIS SANTOS

EIN

all filings

Address

4023 CAMINO RANCHERO STE F · CAMARILLO, CA · 93012

Phone

(805) 340-3257

Industry

Professional & Technical Services

Plan administrator