· 2022–2024 · DOL EFAST2
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SHELLA HOME CARE — Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250610064341NAL0014549217001
SHELLA HOME CARE
Form 5500-SF
FILING_RECEIVED
SHELLA HOME CARE
401(k) retirement plan
Active participants
111
Accounts w/ balance
84
Plan assets (EOY)
$114K
Net assets (EOY)
$114K
Plan health score (directional)
86
/ 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
90
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
SHELLA HOME CARE
.
Find decision makers
Plan sponsor
Name
SHELLA HOME CARE
EIN
47-2973903
Address
2230 W CHAPMAN AVE SUITE 200 · ORANGE, CA · 92868
Phone
(714) 532-2352
Industry
Other Services (ex. Public Admin)
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
2025-06-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
TIDEWATER TREE TRANSPLANTERS I
TIDEWATER TREE TRANSPLANTERS I 401(K) PROFIT SHARING PLAN & TRUST
$114K · 9 participants
CONVERGENT, INC.
CONVERGENT 401K
$114K · 8 participants
MY HEARING COMPANY BELTONE USA
MY HEARING COMPANY BELTONE USA 401(K) PROFIT SHARING PLAN & TRUST
$114K · 5 participants
DALCOMA SPECIALTY PHARMACY LLC
DALCOMA SPECIALTY PHARMACY LLC 401(K) PROFIT SHARING PLAN & TRUST
$114K · 4 participants
JETAIRE FLIGHT SYSTEMS LLC
JETAIRE FLIGHT SYSTEMS LLC 401(K) PROFIT SHARING PLAN & TRUST
100
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
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.
$114K · 17 participants
KRENKEL & KRENKEL LLC
KRENKEL & KRENKEL LLC 401(K) PROFIT SHARING PLAN & TRUST
$114K · 2 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
