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FELLOWSHIP HOMES, INC., DBA CASA DE MODESTO — CASA DE MODESTO 403(B) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20251124155748NAL0001972465001
FELLOWSHIP HOMES, INC., DBA CASA DE MODESTO
Form 5500-SF
FILING_RECEIVED
CASA DE MODESTO 403(B) PLAN
403(b) retirement plan
Signals · 1
Late filing · 12.3 mo
Active participants
60
Accounts w/ balance
33
Plan assets (EOY)
$669K
Net assets (EOY)
$669K
Plan health score (directional)
78
/ 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
75
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
FELLOWSHIP HOMES, INC., DBA CASA DE MODESTO
.
Find decision makers
Plan sponsor
Name
FELLOWSHIP HOMES, INC., DBA CASA DE MODESTO
EIN
94-6050221
Address
1745 ELDENA WAY SUITE 1035 · MODESTO, CA · 95350
Phone
(209) 529-4950
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-11-24
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
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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Knocking points off
Filed 12.3 months past the 10.5-month grace window.
55% balance-to-active ratio — below typical for a healthy 401(k).
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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