How big is Visit Santa Cruz County's plan?

Visit Santa Cruz County's plan reported $492K in assets and 10 participants for 2024.

Original filing (PDF)20250908131714NAL0032494384001

Visit Santa Cruz County

Name: Visit Santa Cruz County — Visit Santa Cruz County, Form 5500 (2024)
Creator: Visit Santa Cruz County
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Visit Santa Cruz County 403(b) Plan

401(k) retirement plan · Visit Santa Cruz County's Visit Santa Cruz County 403(b) Plan held $492K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$492K

Net assets (EOY)

$492K

People on this filing

Terence Concannon signed Visit Santa Cruz County's 2024 Form 5500 as plan administrator.

Terence Concannon — 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

Visit Santa Cruz County's EIN is 77-0200405.

EIN 77-0200405

Plan number 001

Plan year 2024

ACK ID 20250908131714NAL0032494384001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Visit Santa Cruz County from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Visit Santa Cruz County's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VISIT SANTA CRUZ COUNTY.

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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