How big is Canopy Jackson Square, LLC's plan?

Canopy Jackson Square, LLC's plan reported $47K in assets and 4 participants for 2025.

Original filing (PDF)20260423220437NAL0008208096084

Canopy Jackson Square, LLC

Name: Canopy Jackson Square, LLC — Canopy Jackson Square, Form 5500 (2025)
Creator: Canopy Jackson Square, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Canopy Jackson Square 401(k) Plan

401(k) retirement plan · Canopy Jackson Square, LLC's Canopy Jackson Square 401(k) Plan held $47K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$47K

Net assets (EOY)

$47K

People on this filing

Elantha Barry signed Canopy Jackson Square, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Canopy Jackson Square, LLC's EIN is 30-1004463.

EIN 30-1004463

Plan number 001

Plan year 2025

ACK ID 20260423220437NAL0008208096084

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Canopy Jackson Square, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Canopy Jackson Square, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CANOPY JACKSON SQUARE, LLC.

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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 (90th percentile).

Plan sponsor

Name

CANOPY JACKSON SQUARE, LLC

EIN

all filings

Address

595 PACIFIC AVENUE, FLOOR 4 AND 5 · SAN FRANCISCO, CA · 94115

Phone

(415) 684-7471

Industry

Real Estate

Plan administrator