Original filing (PDF)20250211180413NAL0010829843001

KAUFFMAN FELLOWS PROGRAM AT CENTER FOR VENTURE EDUCATION

Name: KAUFFMAN FELLOWS PROGRAM AT CENTER FOR VENTURE EDUCATION — CENTER FOR VENTURE EDUCATION 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: KAUFFMAN FELLOWS PROGRAM AT CENTER FOR VENTURE EDUCATION

Form 5500-SF

FILING_RECEIVED

CENTER FOR VENTURE EDUCATION 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 KAUFFMAN FELLOWS PROGRAM AT CENTER FOR VENTURE EDUCATION.

Plan sponsor

Name

KAUFFMAN FELLOWS PROGRAM AT CENTER FOR VENTURE EDUCATION

EIN

48-1249429

Address

836 57TH STREET, SUITE 583 · SACRAMENTO, CA · 95819

Phone

(415) 244-7383

Industry

Educational Servicessee 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

2025-02-11

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2K · 401(m) arrangement

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

2J · 401(k) feature

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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