Original filing (PDF)20250129214101NAL0009010035001

PUBLIC ADVOCATES INC.

Name: PUBLIC ADVOCATES INC. — Form 5500 (2023)
Creator: PUBLIC ADVOCATES INC.

Form 5500-SF

FILING_RECEIVED

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

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 PUBLIC ADVOCATES INC..

Plan sponsor

Name

PUBLIC ADVOCATES INC.

EIN

23-7103042

Address

131 STEUART ST STE 300 · SAN FRANCISCO, CA · 941051241

Phone

(415) 431-7430

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-01-29

Pension benefit codes

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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 providers

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