Original filing (PDF)20250930153014NAL0015111168001

FIRST 5 SANTA CLARA COUNTY

Name: FIRST 5 SANTA CLARA COUNTY — FIRST 5 SANTA CLARA COUNTY RETIREMENT PLAN, Form 5500 (2023)
Creator: FIRST 5 SANTA CLARA COUNTY

Form 5500-SF

FILING_RECEIVED

FIRST 5 SANTA CLARA COUNTY RETIREMENT PLAN

Defined-contribution retirement plan

Signals · 1

Late filing · 10.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRST 5 SANTA CLARA COUNTY.

Plan sponsor

Name

FIRST 5 SANTA CLARA COUNTY

EIN

77-0564932

Address

4000 MOORPARK AVENUE · SUITE 200 · SAN JOSE, CA · 951171839

Phone

(408) 260-3700

Industry

Public Administrationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-09-30

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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