How big is For the People's plan?

For the People's plan reported $390K in assets and 20 participants for 2024.

Original filing (PDF)20250210145532NAL0009669203001

For the People

Name: For the People — For the People 403(b) Plan, Form 5500 (2024)
Creator: For the People
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

For the People 403(b) Plan

403(b) retirement plan · For the People's For the People 403(b) Plan held $390K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$390K

Net assets (EOY)

$390K

People on this filing

Karen Stinson signed For the People's 2024 Form 5500 as plan administrator.

Karen Stinson — 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

For the People's EIN is 83-3317244.

EIN 83-3317244

Plan number 001

Plan year 2024

ACK ID 20250210145532NAL0009669203001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for For the People from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

For the People's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

FOR THE PEOPLE

EIN

all filings

Address

1624 FRANKLIN ST · SUITE 901 · OAKLAND, CA · 946122824

Phone

(916) 803-4895

Industry

Law Offices· Professional & Technical Services

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

2025-02-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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