Original filing (PDF)20250812103735NAL0008072753001

Samaritan Housing Foundation, Inc.DBA Searstone Retirement Community

Name: Samaritan Housing Foundation, Inc.DBA Searstone Retirement Community — Form 5500 Plan 001 (2024)
Creator: Samaritan Housing Foundation, Inc.DBA Searstone Retirement Community
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Samaritan Housing Foundation, Inc. Retirement Plan

401(k) retirement plan · Samaritan Housing Foundation, Inc.DBA Searstone Retirement Community's Samaritan Housing Foundation, Inc. Retirement Plan held $2.0M in plan assets for 102 participants in 2024.

Active participants

102

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Kenneth Bullock signed Samaritan Housing Foundation, Inc.DBA Searstone Retirement Community's 2024 Form 5500 as plan administrator.

Kenneth Bullock — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Samaritan Housing Foundation, Inc.DBA Searstone Retirement Community's EIN is 31-1644805.

EIN 31-1644805

Plan number 001

Plan year 2024

ACK ID 20250812103735NAL0008072753001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Samaritan Housing Foundation, Inc.DBA Searstone Retirement Community from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Samaritan Housing Foundation, Inc.DBA Searstone Retirement Community's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAMARITAN HOUSING FOUNDATION, INC.DBA SEARSTONE RETIREMENT COMMUNITY.

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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 (10th percentile).

Helping the score