· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TEMPLE ETZ CHAIM — TEMPLE ETZ CHAIM 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250726073227NAL0008421376001
TEMPLE ETZ CHAIM
Form 5500-SF
FILING_RECEIVED
TEMPLE ETZ CHAIM 401(K) PLAN
401(k) retirement plan
Active participants
105
Accounts w/ balance
14
Plan assets (EOY)
$46K
Net assets (EOY)
$46K
Plan health score (directional)
81
/ 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
90
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
TEMPLE ETZ CHAIM
.
Find decision makers
Plan sponsor
Name
TEMPLE ETZ CHAIM
EIN
95-6134243
Address
1080 E. JANSS ROAD · THOUSAND OAKS, CA · 91360
Phone
(805) 497-6891
Industry
Other Services (ex. Public Admin)
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
2025-07-26
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 Other Services (ex. Public Admin) plans
THE NORMA FOUNDATION
THE NORMA FOUNDATION 401(K) PLAN
$46K · 3 participants
G2 MULTIFAMILY PROPERTY MANAGEMENT, LLC
G2 MULTIFAMILY PROPERTY MANAGEMENT, LLC GCF BENEFIT PLAN
$46K · 7 participants
SEVEN DANCERS COALITION, INC.
SEVEN DANCERS COALITION 401(K) PLAN
$46K · 7 participants
NINETEENTH CENTURY CHARITABLE AS
NINETEENTH CENTURY CHARITABLE ASSOCIATION
$46K · 42 participants
AKRON CLEVELAND ASSOCIATION OF REALTORS
AKRON CLEVELAND ASSOCIATION OF REALTORS SOCA BENEFIT PLAN
65
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 13% as many balances as active participants — suggests many active employees aren't deferring.
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.
$45K · 8 participants
ACG ANALYTICS, LLC
ACG ANALYTICS 401(K) PLAN
$45K · 5 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
