Original filing (PDF)20251012011828NAL0000011763001

TONY LA RUSSA'S ANIMAL RESCUE FOUNDATION

Name: TONY LA RUSSA'S ANIMAL RESCUE FOUNDATION — JOYBOUND PEOPLE AND PETS 403(B) PLAN, Form 5500 (2024)
Creator: TONY LA RUSSA'S ANIMAL RESCUE FOUNDATION

Form 5500-SF

FILING_RECEIVED

JOYBOUND PEOPLE AND PETS 403(B) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

123

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TONY LA RUSSA'S ANIMAL RESCUE FOUNDATION.

Plan sponsor

Name

TONY LA RUSSA'S ANIMAL RESCUE FOUNDATION

EIN

68-0240341

Address

2890 MITCHELL DRIVE · WALNUT CREEK, CA · 94598

Phone

(925) 296-3143

Industry

Other Services (ex. Public Admin)see 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

2025-10-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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