Original filing (PDF)20250721092323NAL0001606144001

THE ROBERT A. TOIGO FOUNDATION

Name: THE ROBERT A. TOIGO FOUNDATION — TOIGO FOUNDATION RETIREMENT PLAN, Form 5500 (2024)
Creator: THE ROBERT A. TOIGO FOUNDATION

Form 5500-SF

FILING_RECEIVED

TOIGO FOUNDATION RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$226K

Net assets (EOY)

$226K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ROBERT A. TOIGO FOUNDATION.

Plan sponsor

Name

THE ROBERT A. TOIGO FOUNDATION

EIN

13-3565420

Address

555 12TH STREET, SUITE 275 · OAKLAND, CA · 94607

Phone

(510) 763-5771

Industry

Educational Servicessee 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

2025-07-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

SAN MIGUEL FEBRES CORDERO SCHOOL, INC.

SAN MIGUEL 403(B) PLAN

$226K · 16 participants

PUGET SOUND COMMUNITY SCHOOL

PUGET SOUND COMMUNITY SCHOOL GROUP RETIREMENT ANNUITY PLAN 316103

$226K · 10 participants

FLUENCE INTERNATIONAL, INC.

FLUENCE INTERNATIONAL, INC. 401(K) PLAN

$226K · 7 participants

OLYMPIC CAREER TRAINING INSTITUT

OLYMPIC CAREER TRAINING INSTITUTE

$226K · 6 participants

CAPSTONE EDUCATION GROUP, INC.

CAPSTONE EDUCATION GROUP 401(K) PLAN