Original filing (PDF)20250605181214NAL0033772530001

SAN FRANCISCO LODGE 3BPOE

Name: SAN FRANCISCO LODGE 3BPOE — SAN FRANCISCO LODGE 3BPOE 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: SAN FRANCISCO LODGE 3BPOE

Form 5500-SF

FILING_RECEIVED

SAN FRANCISCO LODGE 3BPOE 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$168K

Net assets (EOY)

$168K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAN FRANCISCO LODGE 3BPOE.

Plan sponsor

Name

SAN FRANCISCO LODGE 3BPOE

EIN

94-0836046

Address

450 POST FL 3 · SAN FRANCISCO, CA · 94102

Phone

(415) 254-7188

Industry

Other Services (ex. Public Admin)see all

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

2025-06-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

RECYCLE FOR CHANGE

RECYCLE FOR CHANGE 401(K) PROFIT SHARING PLAN AND TRUST

$168K · 28 participants

MICHIGAN'S CHILDREN

MICHIGAN'S CHILDREN 401(K) PLAN

$168K · 5 participants

UW WAUSAU CAMPUS FOUNDATION, INC.

UW WAUSAU CAMPUS FOUNDATION, INC. 401(K) PLAN

$169K · 1 participants

PWT UNITED, INC.

PWT UNITED, INC. 403(B) PLAN

$168K · 9 participants

THE CONCORD BAPTIST CHURCH OF CHRIST

THE CONCORD RETIREMENT SAVINGS PLAN