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MISSION VIEJO NADADORES FOUNDATION — MISSION VIEJO NADADORES FOUNDATION 403(B) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250401185546NAL0004270067001
MISSION VIEJO NADADORES FOUNDATION
Form 5500-SF
FILING_RECEIVED
MISSION VIEJO NADADORES FOUNDATION 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
51
Accounts w/ balance
13
Plan assets (EOY)
$272K
Net assets (EOY)
$272K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MISSION VIEJO NADADORES FOUNDATION
.
Find decision makers
Plan sponsor
Name
MISSION VIEJO NADADORES FOUNDATION
EIN
33-0099234
Address
27474 CASTA DEL SOL · MISSION VIEJO, CA · 92692
Phone
(949) 380-2552
Industry
Arts, Entertainment, Recreation
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-01
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Only 25% as many balances as active participants — suggests many active employees aren't deferring.
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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