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Original filing (PDF)20250723174130NAL0011187698001
BERKELEY STUDENT COOPERATIVE
Form 5500-SF
FILING_RECEIVED
BERKELEY STUDENT COOPERATIVE
403(b) retirement plan
Signals · 1
Late filing · 2.3 mo
Active participants
47
Accounts w/ balance
3
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
91
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- Filed 2.3 months past the 10.5-month grace window.
- Only 6% as many balances as active participants — suggests many active employees aren't deferring.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERKELEY STUDENT COOPERATIVE.
Plan sponsor
Name
BERKELEY STUDENT COOPERATIVE
EIN
94-0948140
Address
2424 RIDGE RD · BERKELEY, CA · 947091212
Phone
(510) 848-1936
Industry
Real Estatesee 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
2025-07-23
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.