How big is Tamalpais Trust's plan?

Tamalpais Trust's plan reported $781K in assets and 3 participants for 2025.

Original filing (PDF)20260521204840NAL0005667666001

Tamalpais Trust

Name: Tamalpais Trust — Tamalpais Trust 401(k) Profit, Form 5500 (2025)
Creator: Tamalpais Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tamalpais Trust 401(k) Profit Sharing Plan

401(k) retirement plan · Tamalpais Trust's Tamalpais Trust 401(k) Profit Sharing Plan held $781K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$781K

Net assets (EOY)

$781K

People on this filing

YURI Futamura signed Tamalpais Trust's 2025 Form 5500 as plan administrator.

YURI Futamura — 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

Tamalpais Trust's EIN is 30-6270761.

EIN 30-6270761

Plan number 001

Plan year 2025

ACK ID 20260521204840NAL0005667666001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Tamalpais Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Tamalpais Trust's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TAMALPAIS TRUST.

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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