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NEIGHBORHOOD FUNDERS GROUP — NEIGHBORHOOD FUNDERS GROUP 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251015093847NAL0008562466001
NEIGHBORHOOD FUNDERS GROUP
Form 5500-SF
FILING_RECEIVED
NEIGHBORHOOD FUNDERS GROUP 403(B) PLAN
403(b) retirement plan
Active participants
27
Accounts w/ balance
41
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
NEIGHBORHOOD FUNDERS GROUP
.
Find decision makers
Plan sponsor
Name
NEIGHBORHOOD FUNDERS GROUP
EIN
06-1368627
Address
548 MARKET STREET #96531 · SAN FRANCISCO, CA · 941045401
Phone
(510) 444-6063
Industry
Other Services (ex. Public Admin)
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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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TAU KAPPA EPSILON FRATERNITY
TAU KAPPA EPSILON FRATERNITY PAYROLL SAVINGS PLAN AND TRUST
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.6M · 19 participants
TRICKLE UP PROGRAM, INC.
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