How big is Priority Living, Inc.'s plan?

Priority Living, Inc.'s plan reported $3.1M in assets and 1 participants for 2024.

Original filing (PDF)20250730100731NAL0005337696004

Priority Living, Inc.

Name: Priority Living, Inc. — Priority Living, Inc. 403(b), Form 5500 (2024)
Creator: Priority Living, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Priority Living, Inc. 403(b) Plan

403(b) retirement plan · Priority Living, Inc.'s Priority Living, Inc. 403(b) Plan held $3.1M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Priority Living, Inc.'s EIN is 33-0141608.

EIN 33-0141608

Plan number 001

Plan year 2024

ACK ID 20250730100731NAL0005337696004

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Priority Living, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Priority Living, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.

Decision-maker contacts

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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 average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

PRIORITY LIVING, INC.

EIN

all filings

Address

17291 IRVINE BLVD,. STE 345 · TUSTIN, CA · 927802969

Phone

(714) 282-7058

Industry

Other Services (ex. Public Admin)

Plan administrator