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Original filing (PDF)20240305144711NAL0041501090001
THE PACIFIC FOREST TRUST, INC
Form 5500-SF
FILING_RECEIVED
PACIFIC FOREST TRUST DEFERRED ANNUITY PLAN
403(b) retirement plan
Active participants
21
Accounts w/ balance
56
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE PACIFIC FOREST TRUST, INC.
Plan sponsor
Name
THE PACIFIC FOREST TRUST, INC
EIN
68-0292509
Address
1001 A O'REILLY AVE · SAN FRANCISCO, CA · 94129
Phone
(415) 561-0700
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-03-05
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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