Original filing (PDF)20250331134041NAL0009035088001

UNION SQUARE HEARING, INC. DBA SAN FRANCISCO AUDIOLOGY

Name: UNION SQUARE HEARING, INC. DBA SAN FRANCISCO AUDIOLOGY — SAN FRANCISCO AUDIOLOGY 401(K) PLAN, Form 5500 (2023)
Creator: UNION SQUARE HEARING, INC. DBA SAN FRANCISCO AUDIOLOGY

Form 5500-SF

FILING_RECEIVED

SAN FRANCISCO AUDIOLOGY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 UNION SQUARE HEARING, INC. DBA SAN FRANCISCO AUDIOLOGY.

Plan sponsor

Name

UNION SQUARE HEARING, INC. DBA SAN FRANCISCO AUDIOLOGY

EIN

20-5512650

Address

450 SUTTER STREET, SUITE 1400 · SAN FRANCISCO, CA · 94108

Phone

(415) 362-2901

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-03-31

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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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