· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FORTUNE SENIOR ENTERPRISES, INC. — FORTUNE SENIOR ENTERPRISES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250817115734NAL0000195155001
FORTUNE SENIOR ENTERPRISES, INC.
Form 5500-SF
FILING_RECEIVED
FORTUNE SENIOR ENTERPRISES 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
239
Accounts w/ balance
12
Plan assets (EOY)
$335K
Net assets (EOY)
$335K
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
FORTUNE SENIOR ENTERPRISES, INC.
.
Find decision makers
Plan sponsor
Name
FORTUNE SENIOR ENTERPRISES, INC.
EIN
90-0411997
Address
3941 PARK DRIVE #20-265 · EL DORADO HILLS, CA · 957624549
Phone
(916) 560-9100
Industry
Admin Support & Waste Mgmt
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
2025-08-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Admin Support & Waste Mgmt plans
CLOUD SPOT INC
CLOUD SPOT INC
$334K · 6 participants
RAMSH LLC
RAMSH LLC 401(K) PROFIT SHARING PLAN & TRUST
$330K · 11 participants
ASSOCIATION OF STRATEGIC ALLIANCE PROFESSIONALS
ASSOCIATION OF STRATEGIC ALLIANCE PROFESSIONALS 401(K) PLAN
$340K · 7 participants
EMPLOYERS PERSONNEL
EMPLOYEZ RETIREMENT SAVINGS PLAN
$329K · 69 participants
CHRONICLE PARTNERS
CHRONICLE PARTNERS 401(K) PLAN
$327K · 5 participants
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 5% 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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
APERIO SYSTEMS, INC
APERIO SYSTEMS, INC. 401K PLAN
$344K · 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
