How big is PBFA Research and Education Fund, Inc.'s plan?

PBFA Research and Education Fund, Inc.'s plan reported $824K in assets and 13 participants for 2024.

Original filing (PDF)20250415170509NAL0001589107001

PBFA Research and Education Fund, Inc.

Name: PBFA Research and Education Fund, Inc. — Form 5500 Plan 001 (2024)
Creator: PBFA Research and Education Fund, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Plant Based Foods Association 403(b) Plan

401(k) retirement plan · PBFA Research and Education Fund, Inc.'s Plant Based Foods Association 403(b) Plan held $824K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$824K

Net assets (EOY)

$824K

Plan identifiers

PBFA Research and Education Fund, Inc.'s EIN is 82-1382938.

EIN 82-1382938

Plan number 001

Plan year 2024

ACK ID 20250415170509NAL0001589107001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PBFA Research and Education Fund, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PBFA Research and Education Fund, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, 403(b) custodial accounts.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

PBFA RESEARCH AND EDUCATION FUND, INC.

EIN

all filings

Address

4 EMBARCADERO CENTER, SUITE 1400 · SAN FRANCISCO, CA · 94111

Phone

(415) 236-5048

Industry

Other Services (ex. Public Admin)

Plan administrator