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VENTURA COUNTY COMMUNITY FOUNDATION — VENTURA COUNTY COMMUNITY FOUNDATION 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250814141700NAL0022229682001
VENTURA COUNTY COMMUNITY FOUNDATION
Form 5500-SF
FILING_RECEIVED
VENTURA COUNTY COMMUNITY FOUNDATION 403(B) PLAN
401(k) retirement plan
Active participants
18
Accounts w/ balance
26
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
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
VENTURA COUNTY COMMUNITY FOUNDATION
.
Find decision makers
Plan sponsor
Name
VENTURA COUNTY COMMUNITY FOUNDATION
EIN
77-0165029
Address
4001 MISSION OAKS BLVD., SUITE A · CAMARILLO, CA · 93012
Phone
(805) 988-0196
Industry
Other Services (ex. Public Admin)
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
2025-08-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
JOHN DEERE CLASSIC
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$1.5M · 7 participants
CALIFORNIA HIGHWAY PATROL 11-99 FOUNDATION
CALIFORNIA HIGHWAY PATROL 11-99 FOUNDATION 403(B) PLAN
$1.5M · 13 participants
JONESBORO REGIONAL CHAMBER OF COMMERCE
JONESBORO REGIONAL CHAMBER OF COMMERCE 401(K) PSP
$1.5M · 7 participants
BOYS & GIRLS CLUBS OF CENTRAL WYOMING
BOYS & GIRLS CLUBS OF CENTRAL WYOMING PENSION PLAN
$1.5M · 27 participants
CHARLESTON TRIDENT ASSOCIATION
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.
CHARLESTON TRIDENT ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST
$1.5M · 21 participants
FAIR CHANCE
FAIR CHANCE 403(B) RETIREMENT PLAN
$1.5M · 14 participants
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EQUITY INDEX FUND F
$188.1B
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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
