How big is SO Cal Access Inc.'s plan?

SO Cal Access Inc.'s plan reported $53K in assets and 7 participants for 2024.

Original filing (PDF)20251009171648NAL0011975664001

SO Cal Access Inc.

Name: SO Cal Access Inc. — SO Cal Access Inc. 401(k) Plan, Form 5500 (2024)
Creator: SO Cal Access Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SO Cal Access Inc. 401(k) Plan

401(k) retirement plan · SO Cal Access Inc.'s SO Cal Access Inc. 401(k) Plan held $53K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$53K

Net assets (EOY)

$53K

People on this filing

Richard Tatum signed SO Cal Access Inc.'s 2024 Form 5500 as plan administrator.

Richard Tatum — 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

SO Cal Access Inc.'s EIN is 47-1467361.

EIN 47-1467361

Plan number 001

Plan year 2024

ACK ID 20251009171648NAL0011975664001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SO Cal Access Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SO Cal Access Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Vendor & structure

100

Helping the score