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Original filing (PDF)20250506130112NAL0020857970001
OPTIONS FOR ALL, INCORPORATED
Form 5500
FILING_RECEIVED
OPTIONS FOR ALL RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
569
Accounts w/ balance
216
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
How this plan invests
This plan
22 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
88
/ 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
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 38% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPTIONS FOR ALL, INCORPORATED.
Plan sponsor
Name
OPTIONS FOR ALL, INCORPORATED
EIN
83-0471805
Address
4250 PACIFIC HIGHWAY · SUITE 125 · SAN DIEGO, CA · 92110
Phone
(619) 869-6314
Industry
Health Care & Social Assistancesee 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
2025-05-06
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
JGD & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $19K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | SERVICE PROVIDER | $0 | — |
Investments
22 pooled funds· $35K(1% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| STOCK INDEX FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $8K | 0.2% |
| GS VIT GOV MONEY MKT FD VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $4K | 0.1% |
| VC I CAPITAL APPRECIATION VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $3K | <0.1% |
| MID CAP INDEX FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $3K | <0.1% |
| SMALL CAP GROWTH FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $2K | <0.1% |
| INTL EQUITIES INDEX FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $2K | <0.1% |
| INTERNATIONAL GROWTH FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $2K | <0.1% |
| VANGUARD WINDSOR II VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $2K | <0.1% |
| INTERNATIONAL VALUE FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $1K | <0.1% |
| EMERGING ECONOMIES VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $1K | <0.1% |
| INTL OPPORTUNITIES VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $1K | <0.1% |
| US SOCIALLY RESPONSIBLE FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $998 | <0.1% |
| MID CAP STRATEGIC GROWTH VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $953 | <0.1% |
| CORE BOND FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $638 | <0.1% |
| SMALL CAP INDEX FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $478 | <0.1% |
| INTL SOCIALLY RESPONSIBLE FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $477 | <0.1% |
| GLOBAL REAL ESTATE FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $475 | <0.1% |
| MID CAP VALUE FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $470 | <0.1% |
| LARGE CAPITAL GROWTH VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $328 | <0.1% |
| INVESCO BAL RISK COMMOD STR VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $326 | <0.1% |
| SMALL CAP VALUE FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| INFLATION PROTECTED FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $0 | <0.1% |
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