· 2022–2024 · DOL EFAST2

SOCIETY FOR THE ADVANCEMENT OF CHICANOS/HISPANICS & NATIVE AMERICANS — SOCIETY FOR THE ADVANCEMENT OF CHICANOS/HISPANICS AND NATIVE AMERICANS IN SCIENCE 401(K) PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250718145404NAL0002822272001

SOCIETY FOR THE ADVANCEMENT OF CHICANOS/HISPANICS & NATIVE AMERICANS

Form 5500-SF

FILING_RECEIVED

SOCIETY FOR THE ADVANCEMENT OF CHICANOS/HISPANICS AND NATIVE AMERICANS IN SCIENCE 401(K) PLAN

401(k) retirement plan

Active participants

18

Accounts w/ balance

33

Plan assets (EOY)

$831K

Net assets (EOY)

$831K

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 SOCIETY FOR THE ADVANCEMENT OF CHICANOS/HISPANICS & NATIVE AMERICANS.

Plan sponsor

Name

SOCIETY FOR THE ADVANCEMENT OF CHICANOS/HISPANICS & NATIVE AMERICANS

EIN

52-1443811

Address

1754 TECHNOLOGY DR · STE 212 · SAN JOSE, CA · 95110

Phone

(831) 459-0170

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

2025-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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