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CALIFORNIA SCHOOL-AGE CONSORTIUM — CALIFORNIA SCHOOL-AGE CONSORTIUM 403(B) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250626130630NAL0020871202001
CALIFORNIA SCHOOL-AGE CONSORTIUM
Form 5500-SF
FILING_RECEIVED
CALIFORNIA SCHOOL-AGE CONSORTIUM 403(B) PLAN
403(b) retirement plan
Signals · 1
Late filing · 1.4 mo
Active participants
6
Accounts w/ balance
13
Plan assets (EOY)
$279K
Net assets (EOY)
$279K
Plan health score (directional)
87
/ 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
94
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
CALIFORNIA SCHOOL-AGE CONSORTIUM
.
Find decision makers
Plan sponsor
Name
CALIFORNIA SCHOOL-AGE CONSORTIUM
EIN
93-0916869
Address
PO BOX 20804 · EL SOBRANTE, CA · 94820
Phone
(510) 444-4622
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-06-26
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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100
Knocking points off
Filed 1.4 months past the 10.5-month grace window.
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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