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FOOTHILL AIDS PROJECT — FOOTHILL AIDS PROJECT 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240829134053NAL0024482864001
FOOTHILL AIDS PROJECT
Form 5500-SF
FILING_RECEIVED
FOOTHILL AIDS PROJECT 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
51
Accounts w/ balance
19
Plan assets (EOY)
$632K
Net assets (EOY)
$632K
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
FOOTHILL AIDS PROJECT
.
Find decision makers
Plan sponsor
Name
FOOTHILL AIDS PROJECT
EIN
33-0341665
Address
678 S INDIAN HILL BLVD · STE 220 · CLAREMONT, CA · 917116000
Phone
(909) 482-2066
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-08-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
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 37% 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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