· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SENIOR CARE REFERRAL SPECIALISTS, INC. — SENIOR CARE REFERRAL SPECIALISTS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250131164827NAL0004347360001
SENIOR CARE REFERRAL SPECIALISTS, INC.
Form 5500-SF
FILING_RECEIVED
SENIOR CARE REFERRAL SPECIALISTS 401(K) PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$300K
Net assets (EOY)
$300K
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
SENIOR CARE REFERRAL SPECIALISTS, INC.
.
Find decision makers
Plan sponsor
Name
SENIOR CARE REFERRAL SPECIALISTS, INC.
EIN
47-1843470
Address
30141 ANTELOPE ROAD #D127 · MENIFEE, CA · 92584
Phone
(951) 824-8299
Industry
Health Care & Social Assistance
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
2025-01-31
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
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
BEAUTIFUL SAVIOR HOME, INC.
BEAUTIFUL SAVIOR HOME, INC. 401(K) PLAN
$300K · 83 participants
ANGELS UNAWARE INC
ANGELS UNAWARE INC 401K PROFIT SHARING PLAN & TRUST
$301K · 31 participants
SUNOL HILLS, LLC
SUNOL HILLS LLC 401(K) PLAN
$299K · 70 participants
GOODWILL PLUS, INCORPORATED
GOODWILL PLUS, INCORPORATED 401(K) P/S PLAN
$301K · 4 participants
ULTICARE INC
ULTICARE INC.
$301K · 46 participants
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
SYMBRAL FOUNDATION FOR COMMUNITY SERVICE INC.
SYMBRAL RETIREMENT PLAN
$298K · 165 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
