· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
AVELAR LA SALLE PROFESSIONAL — AVELAR LA SALLE PROFESSIONAL STAFFING 401K PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20241218153349NAL0002423859001
AVELAR LA SALLE PROFESSIONAL
Form 5500-SF
FILING_RECEIVED
AVELAR LA SALLE PROFESSIONAL STAFFING 401K PLAN
401(k) retirement plan
Active participants
40
Accounts w/ balance
37
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
Plan health score (directional)
89
/ 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
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
AVELAR LA SALLE PROFESSIONAL
.
Find decision makers
Plan sponsor
Name
AVELAR LA SALLE PROFESSIONAL
EIN
47-1006929
Address
2101 E 4TH ST #200B · SANTA ANA, CA · 92705
Phone
(714) 543-3807
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2024-12-18
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
AMERICAN INTERNATIONAL SCHOOL OF BUCHAREST FOUNDATION
AMERICAN INTERNATIONAL SCHOOL OF BUCHAREST 401(K) PLAN
$3.1M · 21 participants
CEDAR TREE ACADEMY PCS
CEDAR TREE ACADEMY PCS
$3.1M · 77 participants
HORIZON LEAGUE
HORIZON LEAGUE DEFINED CONTRIBUTION PLAN
$3.1M · 11 participants
SEATTLE GIRLS' SCHOOL
SEATTLE GIRLS' SCHOOL 403(B) DC PLAN
$3.1M · 34 participants
CLARK COMMUNITY COLLEGE DIST. 14 FOUNDATION
CLARK COLLEGE FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN
100
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.1M · 21 participants
BEAUTY INDUSTRY GROUP, LLC
BEAUTY INDUSTRY GROUP LLC 401(K) PLAN
$3.1M · 17 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