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IFOSTER — IFOSTER 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250620133139NAL0003940417001
IFOSTER
Form 5500-SF
FILING_RECEIVED
IFOSTER 403(B) PLAN
401(k) retirement plan
Active participants
34
Accounts w/ balance
14
Plan assets (EOY)
$613K
Net assets (EOY)
$613K
Plan health score (directional)
84
/ 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
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
IFOSTER
.
Find decision makers
Plan sponsor
Name
IFOSTER
EIN
80-0627614
Address
P.O. BOX 159 · TRUCKEE, CA · 96160
Phone
(530) 550-9672
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
2025-06-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
FOSTERING HOPE LLC
FOSTERING HOPE 401(K) PLAN
$613K · 41 participants
LAMOILLE FAMILY CENTER
LAMOILLE FAMILY CENTER 403(B) PLAN
$613K · 28 participants
KAMALI'I FOSTER FAMILY AGENCY INC
KAMALI'I FOSTER FAMILY AGENCY INC
$614K · 37 participants
DANIELLE DRAGON, PLLC
THE COUCH METHOD 401(K) PLAN
$613K · 10 participants
NORWALK SENIOR CENTER, INC
NORWALK SENIOR CENTER RETIREMENT PLAN
$614K · 6 participants
65
Knocking points off
Only 41% as many balances as active participants — suggests many active employees aren't deferring.
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.
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.
STORK CLUB FERTILITY, INC.
STORK CLUB FERTILITY, INC. 401(K) PLAN
$612K · 15 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B