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PISCES FOUNDATION — PISCES FOUNDATION 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251014175857NAL0001732275001
PISCES FOUNDATION
Form 5500-SF
FILING_RECEIVED
PISCES FOUNDATION 403(B) PLAN
403(b) retirement plan
Active participants
10
Accounts w/ balance
20
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
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
PISCES FOUNDATION
.
Find decision makers
Plan sponsor
Name
PISCES FOUNDATION
EIN
20-7415160
Address
268 BUSH STREET, #3433 · SAN FRANCISCO, CA · 94104
Phone
(415) 364-3760
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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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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.
Small plan (5500-SF) — Schedule H data not available.
$3.9M · 455 participants
LEON LEVY FOUNDATION
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$3.9M · 7 participants
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$88.3B
