How big is Senior Resource Connection's plan?

Senior Resource Connection's plan reported $215K in assets and 105 participants for 2024.

Original filing (PDF)20251003143156NAL0002486560001

Senior Resource Connection

Name: Senior Resource Connection — Senior Resource, Form 5500 (2024)
Creator: Senior Resource Connection
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Senior Resource Connection 401(k) Retirement Plan

401(k) retirement plan · Senior Resource Connection's Senior Resource Connection 401(k) Retirement Plan held $215K in plan assets for 105 participants in 2024.

Active participants

105

Accounts w/ balance

Plan assets (EOY)

$215K

Net assets (EOY)

$215K

Plan identifiers

Senior Resource Connection's EIN is 31-0592759.

EIN 31-0592759

Plan number 002

Plan year 2024

ACK ID 20251003143156NAL0002486560001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Senior Resource Connection from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Senior Resource Connection'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 SENIOR RESOURCE CONNECTION.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score