How big is Sacred Heart Community Service's plan?

Sacred Heart Community Service's plan reported $2.7M in assets and 39 participants for 2025.

Original filing (PDF)20260421132119NAL0001357875001

Sacred Heart Community Service

Name: Sacred Heart Community Service — Sacred Heart, Form 5500 (2025)
Creator: Sacred Heart Community Service
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sacred Heart Community Services Section 403(b) Tax Deferred Annuity

403(b) retirement plan · Sacred Heart Community Service's Sacred Heart Community Services Section 403(b) Tax Deferred Annuity held $2.7M in plan assets for 39 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Sacred Heart Community Service's EIN is 23-7179787.

EIN 23-7179787

Plan number 001

Plan year 2025

ACK ID 20260421132119NAL0001357875001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sacred Heart Community Service from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sacred Heart Community Service's plan includes a 403(b) annuity, ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SACRED HEART COMMUNITY SERVICE.

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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 (87th percentile).

Plan sponsor

Name

SACRED HEART COMMUNITY SERVICE

EIN

all filings

Address

1381 SOUTH FIRST STREET · SAN JOSE, CA · 95110

Phone

(408) 278-2191

Industry

Health Care & Social Assistance

Plan administrator