SARI ROSE BARRON LICENSED MARRIAGE AND FAMILY THERAPIST, INC. DBA SOCA — SOCAL INDIVIDUAL, FAMILY, & TRAUMA THERAPY 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
SARI ROSE BARRON LICENSED MARRIAGE AND FAMILY THERAPIST, INC. DBA SOCA
Form 5500-SF
FILING_RECEIVED
SOCAL INDIVIDUAL, FAMILY, & TRAUMA THERAPY 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
5
Plan assets (EOY)
$31K
Net assets (EOY)
$31K
Plan health score
78
/ 100
Grade B
Above-average plan
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
22
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SARI ROSE BARRON LICENSED MARRIAGE AND FAMILY THERAPIST, INC. DBA SOCA.
Plan sponsor
Name
SARI ROSE BARRON LICENSED MARRIAGE AND FAMILY THERAPIST, INC. DBA SOCA
