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FAMILY GIVING TREE — FAMILY GIVING TREE 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250917140714NAL0000724066001
FAMILY GIVING TREE
Form 5500-SF
FILING_RECEIVED
FAMILY GIVING TREE 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
24
Accounts w/ balance
27
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
FAMILY GIVING TREE
.
Find decision makers
Plan sponsor
Name
FAMILY GIVING TREE
EIN
77-0284682
Address
606 VALLEY WAY · MILPITAS, CA · 950354138
Phone
(408) 946-3111
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
2025-09-17
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
SOCIAL DAY SERVICES
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WOLVERINE HUMAN SERVICES
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WOLVERINE HUMAN SERVICES
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FEDERATION FOR CHILDREN WITH SPECIAL NEEDS
FEDERATION FOR CHILDREN WITH SPECIAL NEEDS 403(B) TDA PLAN
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POSITIVELY LIVING
POSITIVELY LIVING 401(K) AND PROFIT SHARING PLAN
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HOUSING RESOURCES OF WESTERN
403(B) THRIFT PLAN FOR EMPLOYEES OF HOUSING RESOURCES OF WESTERN COLORADO
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.5M · 60 participants
CONNEXUS HUMAN SERVICE NETWORK
CONNEXUS HUMAN SERVICE NETWORK 401(K) PROFIT SHARING PLAN & TRUST
$1.5M · 76 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
