How big is Karina Cruz's plan?

Karina Cruz's plan reported $2K in assets and 4 participants for 2024.

Original filing (PDF)20250718134713NAL0001904433001

Karina Cruz

Name: Karina Cruz — Karina Cruz 401(k) Plan, Form 5500 (2024)
Creator: Karina Cruz
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Karina Cruz 401(k) Plan

401(k) retirement plan · Karina Cruz's Karina Cruz 401(k) Plan held $2K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

People on this filing

Shirley Horner signed Karina Cruz's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Karina Cruz's EIN is 87-3657309.

EIN 87-3657309

Plan number 001

Plan year 2024

ACK ID 20250718134713NAL0001904433001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Karina Cruz from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Karina Cruz's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KARINA CRUZ.

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Plan health score

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

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

KARINA CRUZ

EIN

all filings

Address

2948 LEIGH AVE · SAN JOSE, CA · 95124

Phone

(408) 717-3618

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-06-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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