How big is Santa Maria Community Services, Inc.'s plan?

Santa Maria Community Services, Inc.'s plan reported $2.6M in assets and 46 participants for 2024.

Original filing (PDF)20251003090301NAL0001181073001

Santa Maria Community Services, Inc.

Name: Santa Maria Community Services, Inc. — Santa Maria, Form 5500 (2024)
Creator: Santa Maria Community Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Santa Maria Community Services, Inc. 401(k) Savings Plan and Trust

401(k) retirement plan · Santa Maria Community Services, Inc.'s Santa Maria Community Services, Inc. 401(k) Savings Plan and Trust held $2.6M in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Santa Maria Community Services, Inc.'s EIN is 31-0537141.

EIN 31-0537141

Plan number 001

Plan year 2024

ACK ID 20251003090301NAL0001181073001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Santa Maria Community Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Santa Maria Community Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SANTA MARIA COMMUNITY SERVICES, INC.

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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 (89th percentile).

Plan sponsor

Name

SANTA MARIA COMMUNITY SERVICES, INC

EIN

all filings

Address

617 STEINER AVENUE · CINCINNATI, OH · 45204

Phone

(513) 557-2730

Industry

Health Care & Social Assistance

Plan administrator