· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SAI SHIVA LLC — SAI SHIVA LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250703052011NAL0000577856001
SAI SHIVA LLC
Form 5500-SF
FILING_RECEIVED
SAI SHIVA LLC 401(K) PLAN
401(k) retirement plan
Active participants
73
Accounts w/ balance
5
Plan assets (EOY)
$8K
Net assets (EOY)
$8K
Plan health score (directional)
84
/ 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
100
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
SAI SHIVA LLC
.
Find decision makers
Plan sponsor
Name
SAI SHIVA LLC
EIN
45-5145185
Address
10940 TRINITY PKWY · UNIT 283 STE C · STOCKTON, CA · 95219
Phone
(209) 518-0971
Industry
Accommodation & Food Services
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
2025-07-03
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Accommodation & Food Services plans
GL8 HOSPITALITY LLC
GL8 HOSPITALITY LLC 401(K) PLAN
$8K · 21 participants
BUFFALO MANAGEMENT AND CATERING
BUFFALO MANAGEMENT AND CATERING GROUP LLC 401(K) PLAN
$8K · 213 participants
DESTINATION GROUP LLC
DESTINATION GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST
$8K · 11 participants
QUALITY INN SOUTH
QUALITY INN SOUTH - 401K
$8K · 27 participants
JHW MOTEL, INC.
JHW MOTEL, INC. 401(K) PLAN
$8K · 20 participants
65
Knocking points off
Only 7% 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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
JR PLAZA HOTEL II
JR PLAZA HOTEL II 401(K) PROFIT SHARING PLAN & TRUST
$8K · 35 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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