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TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY — TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY, DC, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250306131248NAL0010191169001
TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY
Form 5500-SF
FILING_RECEIVED
TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY, DC
403(b) retirement plan
Active participants
11
Accounts w/ balance
35
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
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
TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY
.
Find decision makers
Plan sponsor
Name
TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY
EIN
83-0403915
Address
ONE WASHINGTON SQUARE · SAN JOSE, CA · 951920183
Phone
(408) 924-1127
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Name
TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY
EIN
83-0403915
City
SAN JOSE, CA
Phone
(408) 924-1127
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-06
Pension benefit codes
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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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.
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