Back to filter
Original filing (PDF)20250702121101NAL0007301523004
CIVITAN FOUNDATION INC.
Form 5500-SF
FILING_RECEIVED
CIVITAN FOUNDATION, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
253
Accounts w/ balance
39
Plan assets (EOY)
$679K
Net assets (EOY)
$679K
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 15% as many balances as active participants — suggests many active employees aren't deferring.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CIVITAN FOUNDATION INC..
Plan sponsor
Name
CIVITAN FOUNDATION INC.
EIN
23-7036797
Address
12635 N. 42ND ST · PHOENIX, AZ · 85032
Phone
(602) 953-2944
Industry
Health Care & Social Assistancesee 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
2025-07-02
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)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
CATHOLIC CHARITIES OF THE TEXA
403(B) THRIFT PLAN FOR EMPLOYEES OF CATHOLIC CHARITIES OF THE TEXAS PANHANDLE
$679K · 59 participants
SOUTHWEST DEVELOPMENTAL SVCS, INC. D/B/A SDSI
SOUTHWEST DEVELOPMENTAL SERVICES, INC. D/B/A SDSI 401(K) SAVINGS PLAN
$678K · 10 participants
NATIONAL KIDNEY FOUNDATION UT
NATIONAL KIDNEY FOUNDATION UT 401(K) PROFIT SHARING PLAN & TRUST
$680K · 10 participants
COCOON HOUSE
COCOON HOUSE 403(B) PLAN
$680K · 93 participants
BIG BROTHERS BIG SISTERS OF GREATER LOS
BIG BROTHERS BIG SISTERS OF GREATER LOS ANGELES 403 (B) PLAN
$678K · 22 participants
GIFFORD YOUTH ACHIEVEMENT CENT
403(B) THRIFT PLAN FOR EMPLOYEES OF GIFFORD YOUTH ACHIEVEMENT CENTER, INC.
$680K · 48 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants