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Original filing (PDF)20251124142430NAL0002000145001

CURRY SENIOR CENTER

Form 5500-SF
FILING_RECEIVED
VALIC 403(B) PLAN
403(b) retirement plan
Active participants
0
Accounts w/ balance
65
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
87
/ 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
90
Knocking points off
  • No active participants reported but plan still holds assets.
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 CURRY SENIOR CENTER.
Plan sponsor
Name
CURRY SENIOR CENTER
EIN
23-7362588
Address
315 TURK ST · SAN FRANCISCO, CA · 941023703
Phone
(415) 920-1351
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-11-24
Pension benefit codes
2L · 403(b)(1) annuity
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 providers

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