How big is LOC Associates, LLC's plan?

LOC Associates, LLC's plan reported $1.5M in assets and 10 participants for 2024.

Original filing (PDF)20250604103003NAL0030303074001

LOC Associates, LLC

Name: LOC Associates, LLC — LOC Associates, LLC 401(k), Form 5500 (2024)
Creator: LOC Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LOC Associates, LLC 401(k) Plan

401(k) retirement plan · LOC Associates, LLC's LOC Associates, LLC 401(k) Plan held $1.5M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

GINA Herrera signed LOC Associates, LLC's 2024 Form 5500 as plan administrator.

GINA Herrera — 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

LOC Associates, LLC's EIN is 47-3238434.

EIN 47-3238434

Plan number 001

Plan year 2024

ACK ID 20250604103003NAL0030303074001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LOC Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LOC Associates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOC ASSOCIATES, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

LOC ASSOCIATES, LLC

EIN

all filings

Address

1840 CAROB COURT · GILROY, CA · 95020

Phone

(408) 242-5882

Industry

Professional & Technical Services

Plan administrator