How big is Single ROOM Occupancy Housing's plan?

Single ROOM Occupancy Housing's plan reported $7.6M in assets and 220 participants for 2024.

Original filing (PDF)20260316183932NAL0003567154001

Single ROOM Occupancy Housing

Name: Single ROOM Occupancy Housing — Safe-Harbor 401(k), Form 5500 (2024)
Creator: Single ROOM Occupancy Housing
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Single ROOM Occupancy Housing Corporation

401(k) retirement plan · Single ROOM Occupancy Housing's Safe-Harbor 401(k) Profit Sharing Plan for Employees of Single ROOM Occupancy Housing Corporation held $7.6M in plan assets for 220 participants in 2024, with Mutual of America as recordkeeper.

Signals · 2

Late filing · 4.0 moLate participant contributions

Active participants

220

Accounts w/ balance

272

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

People on this filing

Wanda Shrewsberry signed Single ROOM Occupancy Housing's 2024 Form 5500 as plan administrator.

Wanda Shrewsberry — 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

Single ROOM Occupancy Housing's EIN is 95-3909215.

EIN 95-3909215

Plan number 001

Plan year 2024

ACK ID 20260316183932NAL0003567154001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Single ROOM Occupancy Housing from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Single ROOM Occupancy Housing's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SINGLE ROOM OCCUPANCY HOUSING.

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How this plan invests

This plan

1 pooled trust

Schedule D

41 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 4.0 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 1K (0% of contributions).

Helping the score

Below-peer total plan cost (90th percentile).

Plan sponsor

Name

SINGLE ROOM OCCUPANCY HOUSING

EIN

all filings

Address

1055 W 7TH ST STE 3250 · LOS ANGELES, CA · 900172557

Phone

(213) 229-9640

Industry

Finance & Insurance

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

2026-03-16

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

COHNREZNICK LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$5K	—

Investments

41 direct securities · 1 pooled fund· $14.1M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Other securities

$6.7M

28 holdings

Pooled Separate Account

$6.5M

1 holding

Mutual Funds

$676K

9 holdings

Common Collective Trusts

$242K

2 holdings

Pooled Separate Accounts

$31K

1 holding

Cash / Money Market

$4K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000	Pooled Separate Account	—	—	$6.5M	84.7%
General account * Mutual of America Interest Accumulation Fund	Other securities	—	—	$1.1M	14.0%
Mutual of America MoA Clear Passage 2030 Fund	Other securities	—	—	$727K	9.5%
Mutual of America MoA Clear Passage 2020 Fund	Other securities	—	—	$678K	8.9%
Mutual of America T. Rowe Price Blue Chip Growth Portfolio	Other securities	—	—	$589K	7.7%
Mutual of America DWS Capital Growth VIP	Other securities	—	—	$571K	7.5%
Mutual of America MoA International Fund 274 * Mutual of America MoA Aggressive Allocation Fund	Other securities	—	—	$524K	6.9%
Mutual of America Fidelity VIP Contrafund Portfolio	Mutual Funds	—	—	$410K	5.4%
Mutual of America MoA Clear Passage 2040 Fund	Other securities	—	—	$382K	5.0%
Mutual of America MoA Clear Passage 2045 Fund	Other securities	—	—	$372K	4.9%
Mutual of America MoA Clear Passage 2025 Fund	Other securities	—	—	$319K	4.2%
Mutual of America MoA Moderate Allocation Fund	Other securities	—	—	$209K	2.7%
Mutual of America MoA Clear Passage 2050 Fund	Other securities	—	—	$207K	2.7%
Mutual of America MoA Clear Passage 2035 Fund	Other securities	—	—	$174K	2.3%
Mutual of America MoA Balanced Fund	Other securities	—	—	$171K	2.2%
Mutual of America MoA Equity Index Fund	Common Collective Trusts	—	—	$168K	2.2%
Mutual of America MoA Conservative Allocation Fund	Other securities	—	—	$131K	1.7%
Mutual of America Vanguard VIF Diversified Value Portfolio	Mutual Funds	—	—	$108K	1.4%
dates, secured by participant account balance	Other securities	—	—	$106K	1.4%
Mutual of America MoA Clear Passage 2055 Fund	Other securities	—	—	$103K	1.3%
Mutual of America MoA Clear Passage 2060 Fund	Other securities	—	—	$79K	1.0%
Mutual of America MoA Retirement Income	Other securities	—	—	$78K	1.0%
Mutual of America MoA Mid Cap Equity Index Fund	Common Collective Trusts	—	—	$74K	1.0%
Mutual of America Invesco V.I. Main Street Fund	Mutual Funds	—	—	$71K	0.9%
Mutual of America MoA Core Bond Fund	Other securities	—	—	$48K	0.6%
Mutual of America MoA Small Cap Growth Fund	Other securities	—	—	$35K	0.5%
Mutual of America MoA Small Cap Value Fund	Other securities	—	—	$31K	0.4%
s * Mutual of America American Century Investments VP Capital Appreciation Fund	Pooled Separate Accounts	—	—	$31K	0.4%
Mutual of America MoA Mid Cap Value Fund	Other securities	—	—	$26K	0.3%
Mutual of America Fidelity VIP Equity-Income Portfolio	Mutual Funds	—	—	$26K	0.3%
Mutual of America Vanguard VIF Real Estate Index Portfolio	Mutual Funds	—	—	$19K	0.3%
Mutual of America Fidelity VIP Asset Manager Portfolio	Mutual Funds	—	—	$18K	0.2%
Mutual of America Vanguard VIF International Portfolio	Mutual Funds	—	—	$17K	0.2%
Mutual of America MoA Clear Passage 2065 Fund	Other securities	—	—	$15K	0.2%
Mutual of America Goldman Sachs VIT Small Cap Equity Insights Fund	Other securities	—	—	$11K	0.1%
Mutual of America MoA Clear Passage 2015 Fund	Other securities	—	—	$11K	0.1%
Mutual of America Calvert VP SRI Balanced Portfolio	Other securities	—	—	$10K	0.1%
Mutual of America Delaware VIP Small Cap Value Series	Other securities	—	—	$8K	<0.1%
Mutual of America American Funds Insurance Series New World Fund	Mutual Funds	—	—	$5K	<0.1%
Mutual of America MoA Intermediate Bond Fund	Other securities	—	—	$4K	<0.1%
Mutual of America MoA Money Market Fund	Cash / Money Market	—	—	$4K	<0.1%
Mutual of America Vanguard VIF Total Bond Market Index Portfolio	Mutual Funds	—	—	$2K	<0.1%