403(b) Thrift Plan for Employees of Lifeworks of Sonoma County
401(k) retirement plan · Lifeworks of Sonoma County's 403(b) Thrift Plan for Employees of Lifeworks of Sonoma County held $38K in plan assets for 13 participants in 2023.
Signals · 1
Late filing · 1.9 mo
Active participants
13
Accounts w/ balance
6
Plan assets (EOY)
$38K
Net assets (EOY)
$38K
Plan health score
Above-average plan
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
92
Total plan cost
n/a
Plan health
31
Vendor & structure
100
Knocking points off
Filed 1.9 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIFEWORKS OF SONOMA COUNTY.
