How big is Nancy Faria's plan?

Nancy Faria's plan reported $216K in assets and 9 participants for 2024.

Original filing (PDF)20250717152147NAL0000268419001

Nancy Faria

Name: Nancy Faria — Mesa3 Safe Harbor 401(k) Plan, Form 5500 (2024)
Creator: Nancy Faria
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mesa3 Safe Harbor 401(k) Plan

401(k) retirement plan · Nancy Faria's Mesa3 Safe Harbor 401(k) Plan held $216K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$216K

Net assets (EOY)

$216K

People on this filing

Nancy Faria signed Nancy Faria's 2024 Form 5500 as plan administrator.

Nancy Faria — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Nancy Faria's EIN is 77-0099960.

EIN 77-0099960

Plan number 001

Plan year 2024

ACK ID 20250717152147NAL0000268419001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nancy Faria from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nancy Faria's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NANCY FARIA.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

NANCY FARIA

EIN

all filings

Address

1945 LAS PLUMAS AVENUE · SAN JOSE, CA · 95133

Phone

(408) 928-3000

Industry

All Other Professional Services· Professional & Technical Services

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

2025-07-17

Pension benefit codes

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)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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