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MERCY HOUSE LIVING CENTERS — MERCY HOUSE LIVING CENTERS 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251014164553NAL0001696275001
MERCY HOUSE LIVING CENTERS
Form 5500-SF
FILING_RECEIVED
MERCY HOUSE LIVING CENTERS 403(B) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
450
Accounts w/ balance
127
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MERCY HOUSE LIVING CENTERS
.
Find decision makers
Plan sponsor
Name
MERCY HOUSE LIVING CENTERS
EIN
33-0315864
Address
PO BOX 1905 · SANTA ANA, CA · 92702
Phone
(714) 836-7188
Industry
Health Care & Social Assistance
see 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
2025-10-14
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
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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COMMUNITY ACTION PARTNERSHIP O
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WESTSIDE COMMUNITY FOCUS INC
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SENIOR SOLUTIONS
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EMDR HAP 403(B) PLAN
$1.2M · 5 participants
THE GREATER GRAND FORKS SENIOR
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 28% as many balances as active participants — suggests many active employees aren't deferring.
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.
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.
403(B) THRIFT PLAN FOR EMPLOYEES OF THE GREATER GRAND FORKS SENIOR CITIZENS ASSOCIATION, INC.
$1.2M · 18 participants
ALLENTOWN RESCUE MISSION
ALLENTOWN RESCUE MISSION 401(K) RETIREMENT PLAN
$1.2M · 20 participants
Large plans in California
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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
