Original filing (PDF)20250930151851NAL0012462849001

LAURAS HOUSE

Name: LAURAS HOUSE — LAURA'S HOUSE 403(B) PLAN, Form 5500 (2024)
Creator: LAURAS HOUSE

Form 5500-SF

FILING_RECEIVED

LAURA'S HOUSE 403(B) PLAN

401(k) retirement plan

Active participants

106

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAURAS HOUSE.

Plan sponsor

Name

LAURAS HOUSE

EIN

33-0621826

Address

33 JOURNEY, SUITE 150 · ALISO VIEJO, CA · 92656

Phone

(949) 361-3775

Industry

Health Care & Social Assistancesee 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

2025-09-30

Pension benefit codes

2K · 401(m) arrangement

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

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$1.4M · 60 participants

ICNA RELIEF USA PROGRAMS

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$1.4M · 213 participants

INTEGRATED COMMUNITY SOLUTIONS, INC.

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$1.4M · 22 participants

THE PRIMAVERA FOUNDATION, INC.

Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 10% 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.