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Original filing (PDF)20251006050646NAL0001677907001
SUMMER SEARCH FOUNDATION
Form 5500
FILING_RECEIVED
SUMMER SEARCH FOUNDATION 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
122
Accounts w/ balance
231
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (25 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUMMER SEARCH FOUNDATION.
Plan sponsor
Name
SUMMER SEARCH FOUNDATION
EIN
68-0200138
Address
304 12TH STREET, SUITE 4A · OAKLAND, CA · 94607
Phone
(415) 875-7195
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
2025-10-06
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
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC | 41-1416330 | — | INVESTMENT/FINANCIAL ADVI | $19K | — |
Investments
28 direct securities · 1 pooled fund· $14.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$9.0M
19 holdings
Registered Investment Companies
$5.5M
9 holdings
Common Collective Trust
$126K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2055 Target Date Fund | — | — | — | $2.1M | 23.2% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.9M | 21.4% | |
| American Funds American Funds 2045 Target Date | — | — | — | $1.9M | 21.4% | |
| Retirement Fund American Funds American Funds 2050 Target Date | — | — | — | $1.6M | 17.6% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.6M | 17.6% | |
| Retirement Fund American Funds American Funds 2060 Target Date | — | — | — | $726K | 8.0% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $726K | 8.0% | |
| Retirement Fund Vanguard Large Cap Index Admiral | — | — | — | $639K | 7.0% | |
| American Funds American Funds 2040 Target Date | — | — | — | $586K | 6.4% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $586K | 6.4% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $314K | 3.5% | |
| Retirement Fund American Funds American Funds 2035 Target Date | — | — | — | $314K | 3.5% | |
| Retirement Fund Vanguard Small Cap Index Admiral | — | — | — | $273K | 3.0% | |
| JP Morgan Large Cap Growth Fund | — | — | — | $199K | 2.2% | |
| Vanguard Mid Cap Index Fund | — | — | — | $197K | 2.2% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $150K | 1.6% | |
| American Funds American Funds 2020 Target Date | — | — | — | $150K | 1.6% | |
| Retirement Fund Fidelity International Sustainability Index | — | — | — | $128K | 1.4% | |
| FID INTL SUSTAIN INDEX | Registered Investment Companies | — | — | $128K | 1.4% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $126K | 1.4% | |
| Participant loans Interest rates ranging from 4.25% to 9.50%, | — | — | — | $52K | 0.6% | |
| Fund American Funds American Funds 2025 Target Date | — | — | — | $23K | 0.2% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $23K | 0.2% | |
| Retirement Fund American Funds American Funds 2015 Target Date | — | — | — | $14K | 0.2% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $14K | 0.2% | |
| Retirement Fund Dodge & Cox Dodge & Cox Income Fund | — | — | — | $4K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% |
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