Original filing (PDF)20250703224334NAL0001027313008

OUTWARD BOUND CALIFORNIA, 501(C)(3)

Name: OUTWARD BOUND CALIFORNIA, 501(C)(3) — OUTWARD BOUND CALIFORNIA 401(K) PLAN, Form 5500 (2024)
Creator: OUTWARD BOUND CALIFORNIA, 501(C)(3)

Form 5500-SF

FILING_RECEIVED

OUTWARD BOUND CALIFORNIA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 OUTWARD BOUND CALIFORNIA, 501(C)(3).

Plan sponsor

Name

OUTWARD BOUND CALIFORNIA, 501(C)(3)

EIN

26-4206241

Address

548 MARKET STREET · PMB 68876 · SAN FRANCISCO, CA · 94104

Phone

(415) 933-6222

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

MYDEVICES, INC.

MYDEVICES, INC. 401(K) PLAN AND TRUST

$1.4M · 18 participants

FORTUNE, ALSWEET, WEISS & SCHUMAN, INC.

FORTUNE, ALSWEET, WEISS & SCHUMAN, INC. 401(K) PLAN

$1.4M · 5 participants

INDEPENDENT MEDICAL BILLERS INC.

INDEPENDENT MEDICAL BILLERS INC. 401K PROFIT SHARING PLAN

$1.4M · 12 participants

MANAGEMENT HEALTH SOLUTIONS IN

MANAGEMENT HEALTH SOLUTIONS IN 401(K) PROFIT SHARING PLAN & TRUST

$1.4M · 356 participants

EDGE LEGAL US LLC

EDGE LEGAL US RETIREMENT PLAN