How big is The San Francisco Exchange Company's plan?

The San Francisco Exchange Company's plan reported $4.6M in assets and 28 participants for 2024.

Original filing (PDF)20250728171411NAL0005437698001

The San Francisco Exchange Company

Name: The San Francisco Exchange Company — San Francisco, Form 5500 (2024)
Creator: The San Francisco Exchange Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

San Francisco Exchange Company Profit Sharing Plan

401(k) retirement plan · The San Francisco Exchange Company's San Francisco Exchange Company Profit Sharing Plan held $4.6M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

Karen Helms signed The San Francisco Exchange Company's 2024 Form 5500 as plan administrator.

Karen Helms — 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 San Francisco Exchange Company's EIN is 93-1137224.

EIN 93-1137224

Plan number 002

Plan year 2024

ACK ID 20250728171411NAL0005437698001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The San Francisco Exchange Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The San Francisco Exchange Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 SAN FRANCISCO EXCHANGE COMPANY.

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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