How big is The Catholic Community Foundation's plan?

The Catholic Community Foundation's plan reported $592K in assets and 5 participants for 2024.

Original filing (PDF)20250718150711NAL0002860816001

The Catholic Community Foundation

Name: The Catholic Community Foundation — The Catholic, Form 5500 (2024)
Creator: The Catholic Community Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Catholic Community Foundation 403(b) Plan

401(k) retirement plan · The Catholic Community Foundation's The Catholic Community Foundation 403(b) Plan held $592K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$592K

Net assets (EOY)

$592K

People on this filing

Marcus Bowie signed The Catholic Community Foundation's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

The Catholic Community Foundation's EIN is 83-0400149.

EIN 83-0400149

Plan number 001

Plan year 2024

ACK ID 20250718150711NAL0002860816001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Catholic Community Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Catholic Community Foundation's plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE CATHOLIC COMMUNITY FOUNDATION.

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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 (85th percentile).

Plan sponsor

Name

THE CATHOLIC COMMUNITY FOUNDATION

EIN

all filings

Address

777 N. FIRST STREET, SUITE 490 · SAN JOSE, CA · 95112

Phone

(408) 995-5219

Industry

Other Services (ex. Public Admin)

Plan administrator