Back to filter
Original filing (PDF)20250724132003NAL0005436897001
KWANZA CARE
Form 5500-SF
FILING_RECEIVED
KWANZA CARE 401(K)
401(k) retirement plan
Active participants
46
Accounts w/ balance
45
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KWANZA CARE.
Plan sponsor
Name
KWANZA CARE
EIN
82-0983492
Address
2133 CHOKEBERRY CT · SANTA ROSA, CA · 95404
Phone
(707) 206-8418
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
2025-07-24
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
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
LIFE NORTHWESTERN PENNSYLVANIA, LLC
LIFE-NWPA 401(K) PLAN
$2.2M · 262 participants
WATERCREST GROUP, LLC
WATERCREST GROUP, LLC RETIREMENT PLAN
$2.2M · 423 participants
HART UNITED, INC.
HART UNITED, INC. PROFIT SHARING PLAN
$2.2M · 193 participants
ORCHARD MANOR, INC.
ORCHARD MANOR, INC. 401(K) RETIREMENT PLAN
$2.2M · 51 participants
L'ARCHE ERIE
L'ARCHE ERIE 403(B) PLAN
$2.2M · 92 participants
JK HOUSE OF GRACE, INC.
JK HOUSE OF GRACE, INC. CASH BALANCE PLAN
$2.2M · 9 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
