Alma Family Services 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Alma Family Services
  • Sponsor EIN: 952959331
  • Sponsor Address: 900 CORPORATE CENTER DR STE 350, MONTEREY PARK, CA, 917547620
  • Plan Type: 403(b)
  • Plan Number: 002
  • Total Participants: 198
  • Total Assets: $7.2M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023198$7.2M$344,503$277,753
2022165$5.9M$295,980$213,781

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