How big is RSF Social Finance's plan?

RSF Social Finance's plan reported $5.1M in assets and 20 participants for 2024.

Original filing (PDF)20250529151223NAL0007455105001

RSF Social Finance

Name: RSF Social Finance — RSF Social Finance 403(b) Plan, Form 5500 (2024)
Creator: RSF Social Finance
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RSF Social Finance 403(b) Plan

403(b) retirement plan · RSF Social Finance's RSF Social Finance 403(b) Plan held $5.1M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

Plan identifiers

RSF Social Finance's EIN is 13-6082763.

EIN 13-6082763

Plan number 002

Plan year 2024

ACK ID 20250529151223NAL0007455105001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for RSF Social Finance from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

RSF Social Finance's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RSF SOCIAL FINANCE.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

RSF SOCIAL FINANCE

EIN

all filings

Address

PO BOX 2007 · SAN FRANCISCO, CA · 94126

Phone

(415) 561-3900

Industry

Other Services (ex. Public Admin)

Plan administrator