· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ELITE RETIREMENT ADMINISTRATION, INC. DBA ERA ADMIN — ERA ADMIN 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250203191004NAL0007323329001
ELITE RETIREMENT ADMINISTRATION, INC. DBA ERA ADMIN
Form 5500-SF
FILING_RECEIVED
ERA ADMIN 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$505K
Net assets (EOY)
$505K
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
ELITE RETIREMENT ADMINISTRATION, INC. DBA ERA ADMIN
.
Find decision makers
Plan sponsor
Name
ELITE RETIREMENT ADMINISTRATION, INC. DBA ERA ADMIN
EIN
99-0493155
Address
365 E. AVENIDA DE LOS ARBOLES, #263 · THOUSAND OAKS, CA · 91360
Phone
(805) 309-2545
Industry
All Other Professional Services
· Professional & Technical Services
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
2025-02-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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 All Other Professional Services plans
CFR, INC.
CFR, INC. 401(K) PLAN
$505K · 5 participants
CAPITOL INFORMATION SERVICE IN
CAPITOL INFORMATION SERVICE IN 401(K) PROFIT SHARING PLAN & TRUST
$505K · 6 participants
ACETECH GROUP CORPORATION
ACETECH GROUP CORPORATION RETIREMENT TRUST
$505K · 77 participants
LOCKIE BUSINESS SERVICES, INC.
LOCKIE BUSINESS SERVICES, INC. 401(K) PROFIT SHARING PLAN
$505K · 3 participants
MEDICAL FOREFRONTS FINANCIAL SERVICES, LLC
MEDICAL FOREFRONTS FINANCIAL SERVICES 401(K)
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.
$505K · 10 participants
ADVENTURE WEEKEND, INC.
ADVENTURE WEEKEND 401(K) PLAN
$505K · 6 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