· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THE BRITISH HOME IN CALIFORNIA — BRITISH HOME IN CALIFORNIA, LTD 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250728150220NAL0002245489001
THE BRITISH HOME IN CALIFORNIA
Form 5500-SF
FILING_RECEIVED
BRITISH HOME IN CALIFORNIA, LTD 401(K) PLAN
401(k) retirement plan
Active participants
21
Accounts w/ balance
13
Plan assets (EOY)
$172K
Net assets (EOY)
$172K
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
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
THE BRITISH HOME IN CALIFORNIA
.
Find decision makers
Plan sponsor
Name
THE BRITISH HOME IN CALIFORNIA
EIN
95-1727641
Address
647 MANZANITA AVE · SIERRA MADRE, CA · 91024
Phone
(626) 355-7240
Industry
Health Care & Social Assistance
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
2025-07-28
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
Related plans
Similar-size Health Care & Social Assistance plans
UNITED HELPERS, INC.
UNITED HELPERS, INC. 403(B) RETIREMENT PLAN
$173K · 4 participants
STAGES OF GAINESVILLE INC
STAGES OF GAINESVILLE INC
$171K · 2 participants
MISSION FARMS NURSING HOME
MISSION FARMS NURSING HOME EMPLOYEES RETIREMENT PLAN
$173K · 22 participants
THE MILTON & HATTIE KUTZ HOME,
THE MILTON & HATTIE KUTZ HOME, INC.
$171K · 8 participants
TALLMAN MANAGEMENT SERVICES, LLC
TALLMAN MANAGEMENT SERVICES 401K
80
Knocking points off
62% 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.
$173K · 51 participants
COASTAL TREATMENT CENTER, CLEARWATER
THE WAVE INTERNATIONAL 401(K) PLAN
$173K · 91 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
