· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PRESENCELEARNING ETHERAPY SPEECH LA — PRESENCELEARNING ETHERAPY 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251003110602NAL0003219106001
PRESENCELEARNING ETHERAPY SPEECH LA
Form 5500-SF
FILING_RECEIVED
PRESENCELEARNING ETHERAPY 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
271
Accounts w/ balance
90
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
72
/ 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
60
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
PRESENCELEARNING ETHERAPY SPEECH LA
.
Find decision makers
Plan sponsor
Name
PRESENCELEARNING ETHERAPY SPEECH LA
EIN
85-0921797
Address
3739 BALBOA STREET, SUITE 1001 · SAN FRANCISCO, CA · 94121
Phone
(415) 528-2416
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
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
ROBERT J. ROMALINO, PTPC ADVANCED PHYSICAL THERAPY
ROBERT J. ROMALINO PTPC ADVANCED PHYSICAL THERAPY 401(K) PLAN
$1.4M · 15 participants
MILESTONE THERAPY, INC.
MILESTONE THERAPY, INC. 401(K) PLAN
$1.4M · 87 participants
JOINT MOTION, LLC
JOINT MOTION, LLC 401(K) PLAN
$1.4M · 13 participants
BALANCED PHYSICAL THERAPY & WELLNESS
BPT 401(K) PLAN
$1.4M · 27 participants
ENCOMPASS THERAPY CENTER, LLC
ENCOMPASS THERAPY CENTER, LLC SAFE HARBOR 401(K) PLAN
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 33% 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.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.4M · 44 participants
WALTON PHYSICAL THERAPY & SPORTS MEDICINE, INC.
WALTON P.T. 401(K) PLAN
$1.4M · 10 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
