Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear

15 results

Sort:Relevance Latest filing year Largest assets Most participants Highest provider compensation

Filters:EIN 943260975 Clear all

Companies

companyElder Care Alliance
$20.7Mreported plan assets
EIN: 94-3260975Location: CAPlans: 3Participants: 1,537Latest: 2023
View company financial profile →

Plans

planElder Care Alliance 403 (B) Retirement Savings PlanFinancial statementProvider compensation2023 filing
$14.8Mreported assets (EOY)
Sponsor: Elder Care AllianceEIN: 94-3260975Plan: 002Participants: 737Assets: $14,784,904Net assets: $14.8MAssets / participant: $20.1KLocation: Alameda, CALatest: 2023
View financial statement →
planElder Care Alliance 401(A) Retirement Savings PlanFinancial statementProvider compensation2023 filing
$5.9Mreported assets (EOY)
Sponsor: Elder Care AllianceEIN: 94-3260975Plan: 001Participants: 445Assets: $5,871,116Net assets: $5.9MAssets / participant: $13.2KLocation: Alameda, CALatest: 2023
View financial statement →
planThe Elder Care Alliance Employee Benefit Plan2023 filing
Sponsor: Elder Care AllianceEIN: 94-3260975Plan: 505Participants: 355Assets: not reported in the loaded datasetLocation: Alameda, CALatest: 2023
View plan profile →

Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
View provider analytics →
providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
View provider analytics →
providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
View provider analytics →
providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
View provider analytics →
providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
View provider analytics →
providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
View provider analytics →
providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
View provider analytics →
providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
View provider analytics →

Filings

filing2023 Form 5500 — Elder Care Alliance 401(A) Retirement Savings Plan
Sponsor: Elder Care AllianceEIN: 94-3260975Plan: 001Ack ID: 20241015152935NAL0028936849001
filing2023 Form 5500 — Elder Care Alliance 403 (B) Retirement Savings Plan
Sponsor: Elder Care AllianceEIN: 94-3260975Plan: 002Ack ID: 20241015153110NAL0016759331001
filing2023 Form 5500 — The Elder Care Alliance Employee Benefit Plan
Sponsor: Elder Care AllianceEIN: 94-3260975Plan: 505Ack ID: 20241209101206NAL0005696707001