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THE CATHOLIC COMMUNITY FOUNDATION — THE CATHOLIC COMMUNITY FOUNDATION 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250718150711NAL0002860816001
THE CATHOLIC COMMUNITY FOUNDATION
Form 5500-SF
FILING_RECEIVED
THE CATHOLIC COMMUNITY FOUNDATION 403(B) PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
7
Plan assets (EOY)
$592K
Net assets (EOY)
$592K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
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
THE CATHOLIC COMMUNITY FOUNDATION
.
Find decision makers
Plan sponsor
Name
THE CATHOLIC COMMUNITY FOUNDATION
EIN
83-0400149
Address
777 N. FIRST STREET, SUITE 490 · SAN JOSE, CA · 95112
Phone
(408) 995-5219
Industry
Other Services (ex. Public Admin)
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
2025-07-18
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
ASSOCIATION FOR WOMEN IN SCIENCE, INC.
ASSOCIATION FOR WOMEN IN SCIENCE INC DC PLAN
$592K
SPECIAL BOOKS BY SPECIAL KIDS INC
SBSK 403(B) RETIREMENT PLAN
$592K · 2 participants
NEIGHBORHOOD HOUSE ASSOCIATION
EMPLOYEE BENEFIT PLAN OF NEIGHBORHOOD HOUSE
$592K · 22 participants
ST. JOHNS CLASSICAL ACADEMY
ST. JOHNS CLASSICAL ACADEMY 403(B) PLAN
$592K · 126 participants
SAN LEANDRO BOYS & GIRLS CLUB
SAN LEANDRO BOYS & GIRLS CLUB PENSION PLAN
100
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$592K · 27 participants
NEW YORK PROFESSIONAL NURSES UNION
NEW YORK PROFESSIONAL NURSES UNION RETIREMENT PLAN
$592K · 5 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
