Back to filter
Original filing (PDF)20250519185327NAL0000851537001
ENRICHING LIVES LLC
Form 5500-SF
FILING_RECEIVED
ENRICHING LIVES LLC 401(K) PLAN
401(k) retirement plan
Active participants
105
Accounts w/ balance
6
Plan assets (EOY)
$259K
Net assets (EOY)
$259K
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
65
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- Only 6% 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENRICHING LIVES LLC.
Plan sponsor
Name
ENRICHING LIVES LLC
EIN
47-3301901
Address
1660 S. ALMA SCHOOL RD., SUITE 223 · MESA, AZ · 85210
Phone
(480) 999-5250
Industry
Health Care & Social Assistancesee 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
2025-05-19
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
WENTWORTH HOME FOR THE AGED
WENTWORTH HOME FOR THE AGED 401(K) PS PLAN & TRUST
$260K · 41 participants
SENIORCARE HOMES, LLC
SENIORCARE HOMES 401(K) PLAN
$260K · 74 participants
CORNERSTONE VALLEY INC
CORNERSTONE VALLEY INC 401(K) PLAN
$258K · 104 participants
POLARIS HOME LLC
PHAMILY HOMES RETIREMENT PLAN
$260K · 51 participants
AIL COFFEE CREEK, LLC
RESIDENCES AT COFFEE CREEK 401(K) PLAN
$258K · 33 participants
ARIAS HOSPICE CARE INC
ARIAS HOSPICE CARE 401(K) PLAN
$261K · 26 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants
