Original filing (PDF)20260224155821NAL0004392210001

THE JAMES B MCCLATCHY FOUNDATION

Name: THE JAMES B MCCLATCHY FOUNDATION — THE JAMES B. MCCLATCHY FOUNDATION 403(B) PLAN, Form 5500 (2024)
Creator: THE JAMES B MCCLATCHY FOUNDATION

Form 5500-SF

FILING_RECEIVED

THE JAMES B. MCCLATCHY FOUNDATION 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$999K

Net assets (EOY)

$999K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE JAMES B MCCLATCHY FOUNDATION.

Plan sponsor

Name

THE JAMES B MCCLATCHY FOUNDATION

EIN

68-0283878

Address

740 UNIVERSITY AVE. · STE 150 · SACRAMENTO, CA · 958256754

Phone

(916) 204-7674

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-02-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

THE LUTHERAN ALL FAITHS CEMETERY

THE LUTHERAN ALL FAITHS CEMETERY 401(K) PLAN

$999K · 11 participants

AMERICAN COUNCIL ON SCIENCE AND HEALTH

AMERICAN COUNCIL ON SCIENCE AND HEALTH TSA PLAN

$999K · 6 participants

MISSIONARY ATHLETES INTERNATIONAL

MISSIONARY ATHLETES INTERNATIONAL 403B PLAN

$999K · 38 participants

SOPHIA SNOW PLACE, INC.

SOPHIA SNOW HOUSE, INC 403B PLAN

$998K · 36 participants

FLORIDA ASSOCIATION OF STATE TROOPERS

FLORIDA ASSOCIATION OF STATE TROOPERS 401(K) PROFIT SHARING PLAN