Original filing (PDF)20251001084013NAL0005831283001

ELIZABETH RESIDENCE, INC.

Name: ELIZABETH RESIDENCE, INC. — ELIZABETH RESIDENCE & CO. 401(K) PLAN, Form 5500 (2024)
Creator: ELIZABETH RESIDENCE, INC.

Form 5500-SF

FILING_RECEIVED

ELIZABETH RESIDENCE & CO. 401(K) PLAN

401(k) retirement plan

Active participants

109

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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 ELIZABETH RESIDENCE, INC..

Plan sponsor

Name

ELIZABETH RESIDENCE, INC.

EIN

39-2024850

Address

6340 N. GREEN BAY AVE. · GLENDALE, WI · 53209

Phone

(414) 352-9042

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

2025-10-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2X · Other multiple-employer DC plan

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

COMPREHENSIVE SYSTEMS, INC.

COMPREHENSIVE SYSTEMS, INC. EXCESS REVENUE PLAN A

$4.8M · 63 participants

CAMBRIDGE HEALTHCARE HOLDINGS LLC

CAMBRIDGE HEALTHCARE 401(K) PROFIT SHARING PLAN

$4.8M · 75 participants

THE MARY WADE HOME, INC.

THE MARY WADE HOME, INC. 403(B) SAVINGS PLAN

$4.8M · 293 participants

CENTRE CARE, INC.

CENTRE CARE, INC. SAVINGS AND RETIREMENT PLAN

$4.8M · 223 participants

EXCEPTIONAL CARE FOR CHILDREN, INC.

EXCEPTIONAL CARE FOR CHILDREN 403(B) PLAN