· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LIVERMORE VALLEY PERFORMING ARTS CENTER — LIVERMORE VALLEY PERFORMING ARTS CENTER 403(B) PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250310112226NAL0031661506001
LIVERMORE VALLEY PERFORMING ARTS CENTER
Form 5500-SF
FILING_RECEIVED
LIVERMORE VALLEY PERFORMING ARTS CENTER 403(B) PLAN
403(b) retirement plan
Active participants
38
Accounts w/ balance
19
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
86
/ 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LIVERMORE VALLEY PERFORMING ARTS CENTER
.
Find decision makers
Plan sponsor
Name
LIVERMORE VALLEY PERFORMING ARTS CENTER
EIN
68-0419182
Address
2400 FIRST STREET · LIVERMORE, CA · 94550
Phone
(925) 583-2303
Industry
Arts, Entertainment, Recreation
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-03-10
Pension benefit codes
2L · 403(b)(1) annuity
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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 providers
Related plans
Similar-size Arts, Entertainment, Recreation plans
GOVERNMENT POLICY SOLUTIONS LL
GOVERNMENT POLICY SOLUTIONS LL 401(K) PROFIT SHARING PLAN & TRUST
$1.0M · 2 participants
DRIVERSDOOR, INC.
DRIVERSDOOR CASH BALANCE PENSION PLAN
$1.0M · 5 participants
HUDSON NATIONAL GOLF CLUB, INC
HUDSON NATIONAL GOLF CLUB, INC. 401(K) PLAN
$1.0M · 73 participants
THE RIGHT PRODUCTIONS, INC.
RIGHT PRODUCTIONS, INC. CASH BALANCE PLAN
$1.0M · 11 participants
GRAND ALLURE ENTERTAINMENT
GRAND ALLURE ENTERTAINMENT CASH BALANCE PENSION PLAN
80
Knocking points off
50% balance-to-active ratio — below typical for a healthy 401(k).
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.
$1.0M · 2 participants
MANNO MEDIA INC.
MANNO MEDIA INC. CASH BALANCE PLAN
$1.0M · 3 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
