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ARCHSTONE FOUNDATION — ARCHSTONE FOUNDATION RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250415150743NAL0006745906001
ARCHSTONE FOUNDATION
Form 5500-SF
FILING_RECEIVED
ARCHSTONE FOUNDATION RETIREMENT PLAN
403(b) retirement plan
Active participants
8
Accounts w/ balance
14
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ARCHSTONE FOUNDATION
.
Find decision makers
Plan sponsor
Name
ARCHSTONE FOUNDATION
EIN
33-0133359
Address
301 EAST OCEAN BLVD. · SUITE 1850 · LONG BEACH, CA · 90802
Phone
(562) 590-8655
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
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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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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