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PEERS ENVISIONING AND ENGAGING IN RECOVERY SERVICES — PEERS 401(K) PLAN & TRUST, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241206154610NAL0006433425001
PEERS ENVISIONING AND ENGAGING IN RECOVERY SERVICES
Form 5500-SF
FILING_RECEIVED
PEERS 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
30
Accounts w/ balance
32
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
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
PEERS ENVISIONING AND ENGAGING IN RECOVERY SERVICES
.
Find decision makers
Plan sponsor
Name
PEERS ENVISIONING AND ENGAGING IN RECOVERY SERVICES
EIN
71-0867031
Address
8393 CAPWELL DRIVE, STE 240 · OAKLAND, CA · 94621
Phone
(510) 832-7337
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2024-12-06
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2R · Participant-directed brokerage (SDBA)
Service providers (Schedule C)
Small plans don't disclose service providers
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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.
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