Back to filter
Original filing (PDF)20250602170050NAL0006959587001
RESOURCE AREA FOR TEACHING
Form 5500-SF
FILING_RECEIVED
RESOURCE AREA FOR TEACHING 403(B) PLAN
Defined-contribution retirement plan
Active participants
42
Accounts w/ balance
34
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RESOURCE AREA FOR TEACHING.
Plan sponsor
Name
RESOURCE AREA FOR TEACHING
EIN
77-0365627
Address
1355 RIDDER PARK DRIVE · SAN JOSE, CA · 95131
Phone
(408) 451-1420
Industry
Educational Servicessee 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
2025-06-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
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.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Educational Services plans
NATIONAL FORENSIC LEAGUE DBA NATIONAL SPEECH AND DEBATE
NATIONAL SPEECH AND DEBATE ASSOCIATION 401(K) PLAN
$1.9M · 27 participants
ACADEMY OF SAINT ELIZABETH
ACADEMY OF SAINT ELIZABETH 401(K) PLAN
$1.9M · 61 participants
HOWARD UNIVERSITY PUBLIC CHARTER MIDDLE SCHOOL
HOWARD UNIVERSITY PUBLIC CHARTER MIDDLE SCHOOL
$1.9M · 71 participants
WORKFORCE DEVELOPMENT BOARD OF SOUTH CENTRAL WI, INC.
WDB OF SC WISCONSIN, INC. 401(K) P/S PLAN
$1.9M · 14 participants
HURRICANE ISLAND OUTWARD BOUND SCHOOL
HURRICANE ISLAND OUTWARD BOUND SCHOOL 401(K) PLAN
$1.9M · 67 participants
ROCKRIDGE LITTLE SCHOOL, LLC
ROCKRIDGE LITTLE SCHOOL 401(K) PLAN
$1.9M · 19 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