· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
UTOPIA HOME CARE, INC — UTOPIA HOME CARE, INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250606061114NAL0034694818001
UTOPIA HOME CARE, INC
Form 5500-SF
FILING_RECEIVED
UTOPIA HOME CARE, INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
39
Accounts w/ balance
24
Plan assets (EOY)
$443K
Net assets (EOY)
$443K
Plan health score (directional)
86
/ 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
UTOPIA HOME CARE, INC
.
Find decision makers
Plan sponsor
Name
UTOPIA HOME CARE, INC
EIN
27-0616420
Address
13465 CAMINO CANADA · # 106-313 · EL CAJON, CA · 92021
Phone
(714) 615-0871
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
2025-06-06
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
Related plans
Similar-size Health Care & Social Assistance plans
EASTERSEALS ALASKA
EASTERSEALS ALASKA 401(K) P/S PLAN
$443K · 64 participants
ACCFAMILY
ACCFAMILY 401K PLAN
$444K · 83 participants
DRAGON HOME CARE, LLC.
DRAGON HOME CARE RETIREMENT, PLAN
$444K · 1,113 participants
ACCESS THERAPY LLC
ACCESS THERAPY LLC RETIREMENT PLAN
$444K · 112 participants
CHESTER COUNTY HOME CARE ASSOCIATES
VISITING ANGELS OF CHESTER COUNTY 401(K) PLAN
$442K · 99 participants
80
Knocking points off
62% balance-to-active ratio — below typical for a healthy 401(k).
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
MIDLAND SLEEP CENTRAL LLC DBA PRO-AIR MEDICAL SUPPLY AND EQUIPMENT
PRO-AIR MEDICAL SUPPLY AND EQUIPMENT 401(K) PLAN
$445K · 21 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
