How big is Yerba Buena Community Benefit District's plan?

Yerba Buena Community Benefit District's plan reported $67K in assets and 6 participants for 2024.

Original filing (PDF)20250721154918NAL0001397009001

Yerba Buena Community Benefit District

Name: Yerba Buena Community Benefit District — Form 5500 Plan 002 (2024)
Creator: Yerba Buena Community Benefit District
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Yerba Buena Community Benefit District 403(b) Retirement Plan

403(b) retirement plan · Yerba Buena Community Benefit District's Yerba Buena Community Benefit District 403(b) Retirement Plan held $67K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$67K

Net assets (EOY)

$67K

People on this filing

Scott Rowitz signed Yerba Buena Community Benefit District's 2024 Form 5500 as plan administrator.

Scott Rowitz — 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

Yerba Buena Community Benefit District's EIN is 80-0304869.

EIN 80-0304869

Plan number 002

Plan year 2024

ACK ID 20250721154918NAL0001397009001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Yerba Buena Community Benefit District from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Yerba Buena Community Benefit District's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for YERBA BUENA COMMUNITY BENEFIT DISTRICT.

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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