· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SERVING SENIORS CARE — SERVING SENIORS CARE RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250203124657NAL0012883458001
SERVING SENIORS CARE
Form 5500-SF
FILING_RECEIVED
SERVING SENIORS CARE RETIREMENT PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.6 mo
Active participants
39
Accounts w/ balance
8
Plan assets (EOY)
$197K
Net assets (EOY)
$197K
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
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
SERVING SENIORS CARE
.
Find decision makers
Plan sponsor
Name
SERVING SENIORS CARE
EIN
47-3276254
Address
355 GELLERT BOULEVARD, SUITE 110 · DALY CITY, CA · 94105
Phone
(415) 987-8151
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-02-03
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
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 Health Care & Social Assistance plans
EVEREST SOLUTIONS INC.
EVEREST SOLUTIONS INC.
$197K · 42 participants
FRESH START TRANSITIONAL HOMES
FRESH START TRANSITIONAL HOME 401 PLAN
$197K · 41 participants
3 HEARTS LLC
3 HEARTS LLC 401(K) PLAN
$197K · 84 participants
NEW BEGINNINGS FOR EXCEPTIONAL PEOPLE, INC.
NEW BEGINNINGS FOR EXCEPTIONAL PEOPLE 401(K) PLAN
$196K · 29 participants
IJN HEALTH SYSTEMS LLC
IJN HEALTH SYSTEMS LLC - 401(K)
$196K · 109 participants
65
Knocking points off
Filed 2.6 months past the 10.5-month grace window.
Only 21% as many balances as active participants — suggests many active employees aren't deferring.
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.
A&D CARE CORP
A&D CARE CORP 401(K) PLAN
$196K · 4 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
