How big is Elizabeth Residence, Inc.'s plan?

Elizabeth Residence, Inc.'s plan reported $4.8M in assets and 109 participants for 2024.

Original filing (PDF)20251001084013NAL0005831283001

Elizabeth Residence, Inc.

Name: Elizabeth Residence, Inc. — Elizabeth Residence &, Form 5500 (2024)
Creator: Elizabeth Residence, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elizabeth Residence & Co. 401(k) Plan

401(k) retirement plan · Elizabeth Residence, Inc.'s Elizabeth Residence & Co. 401(k) Plan held $4.8M in plan assets for 109 participants in 2024.

Active participants

109

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

Richard F Coury signed Elizabeth Residence, Inc.'s 2024 Form 5500 as plan administrator.

Richard F Coury — 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

Elizabeth Residence, Inc.'s EIN is 39-2024850.

EIN 39-2024850

Plan number 001

Plan year 2024

ACK ID 20251001084013NAL0005831283001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Elizabeth Residence, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELIZABETH RESIDENCE, INC..

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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 (24th percentile).

Helping the score