How big is SEIU Local 620's plan?

SEIU Local 620's plan reported $395K in assets and 6 participants for 2024.

Original filing (PDF)20250415173110NAL0001681299001

SEIU Local 620

Name: SEIU Local 620 — SEIU Local #620 401-K Plan, Form 5500 (2024)
Creator: SEIU Local 620
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SEIU Local #620 401-K Plan

401(k) retirement plan · SEIU Local 620's SEIU Local #620 401-K Plan held $395K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$395K

Net assets (EOY)

$395K

Plan identifiers

SEIU Local 620's EIN is 95-2313766.

EIN 95-2313766

Plan number 001

Plan year 2024

ACK ID 20250415173110NAL0001681299001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SEIU Local 620 from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SEIU Local 620's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SEIU LOCAL 620.

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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

Helping the score

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

Plan sponsor

Name

SEIU LOCAL 620

EIN

all filings

Address

114 VINE STREET · SANTA MARIA, CA · 93454

Phone

(805) 963-0601

Industry

All Other Professional Services· Professional & Technical Services

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

2025-04-15

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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