Original filing (PDF)20250725121505NAL0017074690001

MAKE-A-WISH FOUNDATION OF SAN DIEGO, INC.

Name: MAKE-A-WISH FOUNDATION OF SAN DIEGO, INC. — TAX DEFERRED ANNUITY PLAN OF MAKE-A-WISH FOUNDATION OF SAN DIEGO, INC., Form 5500 (2024)
Creator: MAKE-A-WISH FOUNDATION OF SAN DIEGO, INC.

Form 5500-SF

FILING_RECEIVED

TAX DEFERRED ANNUITY PLAN OF MAKE-A-WISH FOUNDATION OF SAN DIEGO, INC.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 MAKE-A-WISH FOUNDATION OF SAN DIEGO, INC..

Plan sponsor

Name

MAKE-A-WISH FOUNDATION OF SAN DIEGO, INC.

EIN

33-0039466

Address

4995 MURPHY CANYON ROAD, SUITE 4 · SAN DIEGO, CA · 92123

Phone

(858) 707-9470

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-25

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

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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