· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ST. FRANCIS YACHT CLUB — ST. FRANCIS YACHT CLUB RET. SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250618153128NAL0003995888001
ST. FRANCIS YACHT CLUB
Form 5500-SF
FILING_RECEIVED
ST. FRANCIS YACHT CLUB RET. SAVINGS PLAN
401(k) retirement plan
Active participants
52
Accounts w/ balance
100
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
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
ST. FRANCIS YACHT CLUB
.
Find decision makers
Plan sponsor
Name
ST. FRANCIS YACHT CLUB
EIN
94-0830750
Address
700 MARINA BOULEVARD · SAN FRANCISCO, CA · 94123
Phone
(415) 820-3725
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-18
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
JOHNSON FOUNDATION, INC.
JOHNSON FOUNDATION, INC. RETIREMENT PLAN
$4.2M · 11 participants
AIDS COUNCIL OF NORTHEASTERN NEW YORK INC.
AIDS COUNCIL OF NORTHEASTERN NEW YORK, INC. TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION RETIREMENT PLAN
$4.3M · 191 participants
SLOVAK CATHOLIC SOKOL
SUPREME OFFICERS AND EMPLOYEES RET PL OF SLOVAK CATHOLIC SOKOL
$4.2M · 3 participants
REBUILDING TOGETHER INC.
REBUILDING TOGETHER INC. 403B PLAN
$4.3M · 33 participants
CRISIS ASSISTANCE MINISTRY
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.
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CRISIS ASSISTANCE MINISTRY RETIREMENT PLAN
$4.2M · 56 participants
CENTRAL INDIANA COMM FOUNDATION
CENTRAL INDIANA COMMUNITY FOUNDATION RETIREMENT PLAN
$4.2M · 4 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
