SERVICES FOR OLDER CITIZENS, INC. DBA THE HELM AT THE BOLL LIFE CENTER — 403(B) THRIFT PLAN FOR EMPLOYEES OF SERVICES FOR OLDER CITIZENS, INC. DBA THE HELM AT THE BOLL LIFE CENTER, Form 5500 (2024)
SERVICES FOR OLDER CITIZENS, INC. DBA THE HELM AT THE BOLL LIFE CENTER
Form 5500-SF
FILING_RECEIVED
403(B) THRIFT PLAN FOR EMPLOYEES OF SERVICES FOR OLDER CITIZENS, INC. DBA THE HELM AT THE BOLL LIFE CENTER
401(k) retirement plan
Active participants
17
Accounts w/ balance
9
Plan assets (EOY)
$218K
Net assets (EOY)
$218K
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
49
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SERVICES FOR OLDER CITIZENS, INC. DBA THE HELM AT THE BOLL LIFE CENTER.
Plan sponsor
Name
SERVICES FOR OLDER CITIZENS, INC. DBA THE HELM AT THE BOLL LIFE CENTER
