How big is California Ocean Science Trust's plan?

California Ocean Science Trust's plan reported $1.1M in assets and 10 participants for 2024.

Original filing (PDF)20251006132416NAL0002091907001

California Ocean Science Trust

Name: California Ocean Science Trust — OST 403(b) Plan, Form 5500 (2024)
Creator: California Ocean Science Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OST 403(b) Plan

403(b) retirement plan · California Ocean Science Trust's OST 403(b) Plan held $1.1M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

LORA ZOOK signed California Ocean Science Trust's 2024 Form 5500 as plan administrator.

LORA ZOOK — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

California Ocean Science Trust's EIN is 65-1261006.

EIN 65-1261006

Plan number 001

Plan year 2024

ACK ID 20251006132416NAL0002091907001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for California Ocean Science Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

California Ocean Science Trust's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALIFORNIA OCEAN SCIENCE TRUST.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

CALIFORNIA OCEAN SCIENCE TRUST

EIN

all filings

Address

1017 L STREET #293 · 0 · SACRAMENTO, CA · 95814

Phone

(510) 251-8320

Industry

Professional & Technical Services

Plan administrator