Back to filter
Original filing (PDF)20250415220607NAL0007022992020
EFFECTIVE VENTURES FOUNDATION USA, INC.
Form 5500-SF
FILING_RECEIVED
EFFECTIVE VENTURES FOUNDATION USA 401(K) PLAN
401(k) retirement plan
Active participants
27
Accounts w/ balance
61
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
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
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EFFECTIVE VENTURES FOUNDATION USA, INC..
Plan sponsor
Name
EFFECTIVE VENTURES FOUNDATION USA, INC.
EIN
47-1988398
Address
2443 FILLMORE ST · #380-16662 · SAN FRANCISCO, CA · 94115
Phone
(415) 203-6252
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
ELASE INC.
ELASE MEDICAL SPAS 401(K) PLAN
$2.0M · 199 participants
SMASHTECH LLC
SMASHTECH 401(K) PLAN
$2.1M · 33 participants
MELANIE MITRO, LLC
MELANIE MITRO, LLC 401(K) PROFIT SHARING PLAN
$1.9M · 3 participants
IRVIN WIESMAN MD SC
IRVIN WIESMAN, M.D., S.C. 401(K) PLAN
$2.2M · 11 participants
PAUL M. RIVAS MD
PAUL M. RIVAS MD 401(K) PLAN
$2.2M · 41 participants
ZEN GARDEN ENTERPRISES, LLC
ZEN GARDEN ENTERPRISES, LLC DEFINED BENEFIT PENSION PLAN
$1.9M · 8 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B