· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
OMBUDSMAN SERVICES OF CONTRA C — EMPOWERED AGING 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250602142305NAL0006627955001
OMBUDSMAN SERVICES OF CONTRA C
Form 5500-SF
FILING_RECEIVED
EMPOWERED AGING 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
19
Accounts w/ balance
18
Plan assets (EOY)
$155K
Net assets (EOY)
$155K
Plan health score (directional)
89
/ 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
100
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
OMBUDSMAN SERVICES OF CONTRA C
.
Find decision makers
Plan sponsor
Name
OMBUDSMAN SERVICES OF CONTRA C
EIN
68-0237191
Address
2255 CONTRA COSTA BLVD · PLEASANT HILL, CA · 945233772
Phone
(925) 588-4009
Industry
Health Care & Social Assistance
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
2025-06-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
ALBERT EINSTEIN RESIDENCE CENT
ALBERT EINSTEIN RESIDENCE CENT 401(K) PROFIT SHARING PLAN & TRUST
$155K · 9 participants
HEALTH-PRO HOMECARE SERVICES
SB3 ENTERPRISES 401(K) PLAN
$155K · 57 participants
GREAT LAKES HEALTHCARE RESOURCES, LLC
GREAT LAKES HOME CARE SERVICES 401(K) PLAN
$155K · 64 participants
SWATS VENTURES INC
COMFORT KEEPERS 401(K) PLAN
$155K · 67 participants
BLOUNTSTOWN HEALTH AND REHABILITATION CENTER
BLOUNTSTOWN HEALTH AND REHAB 401K PLAN
100
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$155K · 112 participants
SOUTHWEST FLORIDA HOME CARE INC.
SOUTHWEST FLORIDA HOME CARE INC. 401(K) PLAN
$155K · 24 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
