How big is Bear YUBA Land Trust's plan?

Bear YUBA Land Trust's plan reported $63K in assets and 5 participants for 2024.

Original filing (PDF)20250908120809NAL0019422033001

Bear YUBA Land Trust

Name: Bear YUBA Land Trust — Bear YUBA Land Trust 403(b), Form 5500 (2024)
Creator: Bear YUBA Land Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bear YUBA Land Trust 403(b) Plan

403(b) retirement plan · Bear YUBA Land Trust's Bear YUBA Land Trust 403(b) Plan held $63K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$63K

Net assets (EOY)

$63K

People on this filing

ERIN TARR signed Bear YUBA Land Trust's 2024 Form 5500 as plan administrator.

ERIN TARR — 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

Bear YUBA Land Trust's EIN is 68-0256981.

EIN 68-0256981

Plan number 001

Plan year 2024

ACK ID 20250908120809NAL0019422033001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bear YUBA Land Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bear YUBA Land Trust's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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

BEAR YUBA LAND TRUST

EIN

all filings

Address

PO BOX 1004 · GRASS VALLEY, CA · 95945

Phone

(530) 272-5594

Industry

Other Services (ex. Public Admin)

Plan administrator