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GARY AND MARY WEST SENIOR SERVICES INC. — WEST SENIOR SERVICES RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250715195800NAL0003884000001
GARY AND MARY WEST SENIOR SERVICES INC.
Form 5500-SF
FILING_RECEIVED
WEST SENIOR SERVICES RETIREMENT SAVINGS PLAN
403(b) retirement plan
Active participants
118
Accounts w/ balance
129
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
Plan health score (directional)
86
/ 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
90
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
GARY AND MARY WEST SENIOR SERVICES INC.
.
Find decision makers
Plan sponsor
Name
GARY AND MARY WEST SENIOR SERVICES INC.
EIN
82-0635784
Address
1706 DESCANSO AVE · SAN MARCOS, CA · 92078
Phone
(858) 412-8631
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
2025-07-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2M · 403(b)(7) custodial accounts
Service providers (Schedule C)
Small plans don't disclose service providers
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ARBUTUS PARK MANOR
ARBUTUS PARK MANOR RETIREMENT SAVINGS PLAN
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Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
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.
$4.3M · 194 participants
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