How big is Senior Action, Inc.'s plan?

Senior Action, Inc.'s plan reported $21K in assets for 2024.

Original filing (PDF)20251010105906NAL0004163827001

Senior Action, Inc.

Name: Senior Action, Inc. — Tax Deferred Annuity Plan, Form 5500 (2024)
Creator: Senior Action, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tax Deferred Annuity Plan - Senior Action, Inc.

Defined-contribution retirement plan · Senior Action, Inc.'s Tax Deferred Annuity Plan - Senior Action, Inc. reported $21K in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$21K

Net assets (EOY)

$21K

People on this filing

Andrea Smith signed Senior Action, Inc.'s 2024 Form 5500 as plan administrator.

Andrea Smith — 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

Senior Action, Inc.'s EIN is 57-0507961.

EIN 57-0507961

Plan number 004

Plan year 2024

ACK ID 20251010105906NAL0004163827001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Senior Action, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Senior Action, Inc.'s plan includes ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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