How big is Ladera Oaks' plan?

Ladera Oaks' plan reported $2.3M in assets and 18 participants for 2025.

Original filing (PDF)20260512163042NAL0013820578001

Ladera Oaks

Name: Ladera Oaks — Ladera Oaks 401(k) Plan, Form 5500 (2025)
Creator: Ladera Oaks
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ladera Oaks 401(k) Plan

401(k) retirement plan · Ladera Oaks' Ladera Oaks 401(k) Plan held $2.3M in plan assets for 18 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Katie Elgaaen signed Ladera Oaks' 2025 Form 5500 as plan administrator.

Katie Elgaaen — 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

Ladera Oaks' EIN is 94-1476241.

EIN 94-1476241

Plan number 002

Plan year 2025

ACK ID 20260512163042NAL0013820578001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Ladera Oaks from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Ladera Oaks' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score

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

Plan sponsor

Name

LADERA OAKS

EIN

all filings

Address

3249 ALPINE ROAD · PORTOLA VALLEY, CA · 94028

Phone

(650) 854-3101

Industry

Arts, Entertainment, Recreation

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-12

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

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