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FOSTERING EARLY LEARNING INSTI — FOSTERING EARLY LEARNING INSTI 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250722133528NAL0003197616001
FOSTERING EARLY LEARNING INSTI
Form 5500-SF
FILING_RECEIVED
FOSTERING EARLY LEARNING INSTI 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
66
Accounts w/ balance
27
Plan assets (EOY)
$703K
Net assets (EOY)
$703K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
FOSTERING EARLY LEARNING INSTI
.
Find decision makers
Plan sponsor
Name
FOSTERING EARLY LEARNING INSTI
EIN
68-0422263
Address
2300 NORTHPOINT PKWY · SANTA ROSA, CA · 954075004
Phone
(707) 591-0170
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
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
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TAYLOR RECOVERY CENTER LLC 401(K) PROFIT SHARING PLAN & TRUST
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ALPINE GEOTECHNICAL
ALPINE GEOTECHNICAL 401(K) PLAN
65
Knocking points off
Only 41% as many balances as active participants — suggests many active employees aren't deferring.
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$703K · 6 participants
ROBERT RONALD OBRAITIS LLC
ROBERT RONALD OBRAITIS LLC 401(K) PROFIT SHARING PLAN & TRUST
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BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
