· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ADA'S TRUST INVESTMENT, INC. — ADA'S TRUST & INVESTMENT 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250522231945NAL0005132560001
ADA'S TRUST INVESTMENT, INC.
Form 5500-SF
FILING_RECEIVED
ADA'S TRUST & INVESTMENT 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
89
/ 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
ADA'S TRUST INVESTMENT, INC.
.
Find decision makers
Plan sponsor
Name
ADA'S TRUST INVESTMENT, INC.
EIN
98-0052841
Address
120 FATHER DUENAS AVENUE · #101 · HAGATNA, GU · 96910
Phone
(671) 472-9830
Industry
Real Estate
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
2025-05-23
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 Real Estate plans
BATAVIA ENTERPRISES INC
BATAVIA ENTERPRISES INC 401(K) PROFIT SHARING PLAN & TRUST
$2.6M · 24 participants
1-10 BUSH TERMINAL OWNER LP
RETIREMENT PLAN FOR EMPLOYEES OF 1-10 BUSH TERMINAL OWNER LP
$2.6M · 4 participants
GARDEN STATE BUILDINGS, L.P.
GARDEN STATE BUILDINGS, L.P. 401(K) PLAN
$2.6M · 15 participants
CRIC CAPITAL MANAGEMENT, INC.
CRIC CAPITAL MANAGEMENT, INC. 401(K) PLAN
$2.6M · 3 participants
SCHEER PARTNERS, INC.
SCHEER PARTNERS, INC. 401(K) PROFIT SHARING PLAN
100
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.
$2.7M · 21 participants
JOHN & SONS, INC.
JOHN & SONS PROFIT SHARING PLAN
$2.7M · 2 participants
Large plans in Guam
GUAM HEALTHCARE DEVELOPMENT, INC.
GUAM REGIONAL MEDICAL CITY 401(K) RETIREMENT SAVINGS PLAN
$42.1M · 935 participants
BANKGUAM HOLDING COMPANY
BANKGUAM HOLDING COMPANY 401(K) RETIREMENT SAVINGS PLAN
$32.4M · 466 participants
TELEGUAM HOLDINGS LLC
TELEGUAM HOLDINGS LLC 401(K) PLAN
$32.2M · 420 participants
CPL PACIFIC, LLC
CPL PACIFIC 401(K) SAVINGS PLAN
$26.4M · 727 participants
DZSP 21 LLC
DZSP 21 LLC RETIREMENT SAVINGS PLAN
$24.9M · 622 participants
CALVO ENTERPRISES, INC.
CALVO ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN
$20.6M · 242 participants
