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Original filing (PDF)20260319072429NAL0004910483001
COMFORT KEEPERS CA
Form 5500
FILING_RECEIVED
COMFORT KEEPERS CA 401(K) PLAN
401(k) retirement plan
Signals · 3
Late filing · 4.1 mo35% in single holdingNo recordkeeper disclosed
Active participants
154
Accounts w/ balance
104
Plan assets (EOY)
$87K
Net assets (EOY)
$87K
How this plan invests
This plan
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score
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
84
Concentration risk
83
Total plan cost
75
Vendor stack
80
Participation health
80
Knocking points off
- Filed 4.1 months past the 10.5-month grace window.
- Top holding "Vanguard Total Stock Market Index Admiral" is 35% of plan.
- No recordkeeper disclosed on Schedule C.
- 68% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMFORT KEEPERS CA.
Plan sponsor
Name
COMFORT KEEPERS CA
EIN
81-3731827
Address
30011 IVY GLENN DR, STE 103 · LAGUNA NIGUEL, CA · 92677
Phone
(949) 481-6900
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
2026-03-19
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
ATLAS CPAS AND ADVISORS, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
7 direct securities· $84K(96% of reported assets)
Uncategorized
$82K
6 holdings
Pooled Separate Accounts
$1K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Admiral | — | — | — | $29K | 33.4% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $20K | 23.3% | |
| Vanguard Total International Stocl Index Admiral | — | — | — | $19K | 22.3% | |
| Vanguard Total Internationl Bond Index Admiral | — | — | — | $7K | 7.6% | |
| Vanguard Real Estate Index Admiral | — | — | — | $5K | 5.8% | |
| Vanguard Short‐term Inflation Protected Securities Index Fund Admiral | — | — | — | $2K | 2.4% | |
| DFA Global Real Estate Securities Port | Pooled Separate Accounts | — | — | $1K | 1.7% |
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