Original filing (PDF)20250801172851NAL0008531952001

ASSURANCE HOME

Name: ASSURANCE HOME — Form 5500 (2024)
Creator: ASSURANCE HOME

Form 5500-SF

FILING_RECEIVED

ASSURANCE HOME

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$859K

Net assets (EOY)

$859K

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASSURANCE HOME.

Plan sponsor

Name

ASSURANCE HOME

EIN

85-0259624

Address

1000 E 18TH ST · ROSWELL, NM · 882017532

Phone

(575) 624-1780

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-01

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

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 providers

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