Back to filter
Original filing (PDF)20250611141922NAL0026086848001
CENTER FOR APPLIED RESEARCH SOLU
Form 5500-SF
FILING_RECEIVED
CENTER FOR APPLIED RESEARCH SOLUTIONS CARS 401(K)
401(k) retirement plan
Active participants
46
Accounts w/ balance
54
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
89
/ 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
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTER FOR APPLIED RESEARCH SOLU.
Plan sponsor
Name
CENTER FOR APPLIED RESEARCH SOLU
EIN
30-0088507
Address
1275 4TH STREET, #190 · SANTA ROSA, CA · 95404
Phone
(707) 568-3800
Industry
Professional & Technical Servicessee 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
2025-06-11
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Professional & Technical Services plans
SOUTHERN GAS ASSOCIATION
SOUTHERN GAS ASSOCIATION EMPLOYEE SAVINGS PLAN
$2.5M · 20 participants
TREMONT STRATEGIES GROUP LLC
TREMONT STRATEGIES GROUP LLC 401(K) PLAN
$2.5M · 10 participants
FUTURE MEDICAL SYSTEMS, LLC
FUTURE MEDICAL SYSTEMS, LLC 401(K) PLAN
$2.5M · 3 participants
TOTAL SEED SOLUTIONS, LLC
TOTAL SEED SOLUTIONS LLC CASH BALANCE PLAN
$2.5M · 2 participants
JELLY TECHNOLOGIES INC.
JELLY TECHNOLOGIES INC. CASH BALANCE PLAN
$2.5M · 3 participants
THE FIORENTINO GROUP, LLC
THE FIORENTINO GROUP, LLC 401(K) P/S PLAN
$2.5M · 9 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