401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF AGE WELL SENIOR SERVICES, INC.
401(k) retirement plan
Active participants
83
Accounts w/ balance
30
Plan assets (EOY)
$987K
Net assets (EOY)
$987K
Plan health score
82
/ 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
36
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AGE WELL SENIOR SERVICES, INC..
Plan sponsor
Name
AGE WELL SENIOR SERVICES, INC.
EIN
93-1163563
Address
23101 LAKE CENTER DR STE 325 · LAKE FOREST, CA · 926302898
