How big is Sonoma Valley Education Foundation's plan?

Sonoma Valley Education Foundation's plan reported $167K in assets and 2 participants for 2024.

Original filing (PDF)20251001183833NAL0013574625001

Sonoma Valley Education Foundation

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

Form 5500-SF

FILING_RECEIVED

Sonoma Valley Education Foundation 403(b) Plan

403(b) retirement plan · Sonoma Valley Education Foundation's Sonoma Valley Education Foundation 403(b) Plan held $167K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$167K

Net assets (EOY)

$167K

Plan identifiers

Sonoma Valley Education Foundation's EIN is 68-0279152.

EIN 68-0279152

Plan number 001

Plan year 2024

ACK ID 20251001183833NAL0013574625001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sonoma Valley Education Foundation's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SONOMA VALLEY EDUCATION FOUNDATION.

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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 (89th percentile).

Plan sponsor

Name

SONOMA VALLEY EDUCATION FOUNDATION

EIN

all filings

Address

17878 RAILROAD AVENUE · SONOMA, CA · 95476

Phone

(707) 935-9566

Industry

Other Services (ex. Public Admin)

Plan administrator