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  2. SOUTH VALLEY SENIOR CARE, INC
Sponsor portfolio

SOUTH VALLEY SENIOR CARE, INC

EIN 84-4690145-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
177
16360 MONTEREY RD SUITE 250 - MORGAN HILL, CA 95037669-258-5353
Plans on this EIN
2 filings
#001401k-$2.2M - 38 part#002401k-$67K - 139 part

Retirement portfolio analytics

2 plans aggregated / $2.3M assets / 177 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • INC. RETIREMENT PLAN (#001)97%
  • CARE, INC 401(K) (#002)3%
Total $2.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CARE, INC 401(K) (#002)139
  • INC. RETIREMENT PLAN (#001)38
Total 177Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SOUTH VALLEY SENIOR CARE INC. RETIREMENT PLAN

401k

Assets$2.2M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SOUTH VALLEY SENIOR CARE, INC 401(K) PLAN

401k

Assets$67K
Participants139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SOUTH VALLEY SENIOR CARE INC. RETIREMENT PLAN401k$2.2M382024
002SOUTH VALLEY SENIOR CARE, INC 401(K) PLAN401k$67K1392025
Retirement plans
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