· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SANTA CLARA FOSTER & ADOPTIVE PA — SANTA CLARA FOSTER & ADOPTIVE PARENTS ASSOCIATION 401K PROFIT, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250603132916NAL0007641779001
SANTA CLARA FOSTER & ADOPTIVE PA
Form 5500-SF
FILING_RECEIVED
SANTA CLARA FOSTER & ADOPTIVE PARENTS ASSOCIATION 401K PROFIT
401(k) retirement plan
Active participants
11
Accounts w/ balance
19
Plan assets (EOY)
$273K
Net assets (EOY)
$273K
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SANTA CLARA FOSTER & ADOPTIVE PA
.
Find decision makers
Plan sponsor
Name
SANTA CLARA FOSTER & ADOPTIVE PA
EIN
77-0044714
Address
373 W JULIAN STREET · SAN JOSE, CA · 95110
Phone
(408) 501-6370
Industry
Health Care & Social Assistance
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
2025-06-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
NORTHWEST PILOT PROJECT, INC. 403(B) PLAN
NORTHWEST PILOT PROJECT, INC. 403(B) PLAN
$273K · 28 participants
ST. JUDE'S RANCH FOR CHILDREN - NEVADA REGION, INC.
ST. JUDES RANCH FOR CHILDREN 401(K) PLAN
$273K · 49 participants
RICHMOND NEIGHBORHOOD HOUSING SERVICES, INC.
RICHMOND NEIGHBORHOOD HOUSING SERVICES, INC. RETIREMENT PLAN
$274K · 14 participants
ROOM IN THE INN - MEMPHIS
ROOM IN THE INN - MEMPHIS 401(K) PLAN
$272K · 26 participants
HOMEWARD BOUND
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.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
403(B) THRIFT PLAN FOR EMPLOYEES OF HOMEWARD BOUND
$275K
PERSON CENTERED HOUSING OPTIONS
PERSON CENTERED HOUSING OPTIONS 403(B) PLAN
$272K · 14 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
