Original filing (PDF)20250722171349NAL0003951952001

CALIFORNIA ALUMNI ASSOCIATION

Name: CALIFORNIA ALUMNI ASSOCIATION — CALIFORNIA ALUMNI ASSOCIATION 403(B) PLAN, Form 5500 (2024)
Creator: CALIFORNIA ALUMNI ASSOCIATION

Form 5500-SF

FILING_RECEIVED

CALIFORNIA ALUMNI ASSOCIATION 403(B) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

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 CALIFORNIA ALUMNI ASSOCIATION.

Plan sponsor

Name

CALIFORNIA ALUMNI ASSOCIATION

EIN

94-1007751

Address

1 ALUMNI HOUSE · BERKELEY, CA · 94720

Phone

(510) 900-8185

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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