How big is Community Foundation Sonoma County's plan?

Community Foundation Sonoma County's plan reported $2.1M in assets and 17 participants for 2024.

Original filing (PDF)20250623175225NAL0003871667001

Community Foundation Sonoma County

Name: Community Foundation Sonoma County — Community, Form 5500 (2024)
Creator: Community Foundation Sonoma County
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Community Foundation Sonoma County 403(b) Plan

403(b) retirement plan · Community Foundation Sonoma County's Community Foundation Sonoma County 403(b) Plan held $2.1M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Community Foundation Sonoma County's EIN is 68-0003212.

EIN 68-0003212

Plan number 001

Plan year 2024

ACK ID 20250623175225NAL0003871667001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Community Foundation Sonoma County from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Community Foundation Sonoma County's plan includes profit-sharing, 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 COMMUNITY FOUNDATION SONOMA COUNTY.

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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 (94th percentile).

Plan sponsor

Name

COMMUNITY FOUNDATION SONOMA COUNTY

EIN

all filings

Address

120 STONY POINT RD, SUITE 220 · SANTA ROSA, CA · 95401

Phone

(707) 303-9624

Industry

Other Services (ex. Public Admin)

Plan administrator