Original filing (PDF)20250613145720NAL0013670179001

HOLY FAMILY DAY HOME

Name: HOLY FAMILY DAY HOME — HOLY FAMILY DAY HOME 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: HOLY FAMILY DAY HOME

Form 5500-SF

FILING_RECEIVED

HOLY FAMILY DAY HOME 403(B) RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$714K

Net assets (EOY)

$714K

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 HOLY FAMILY DAY HOME.

Plan sponsor

Name

HOLY FAMILY DAY HOME

EIN

94-1156492

Address

299 DOLORES STREET · SAN FRANCISCO, CA · 94103

Phone

(415) 861-5361

Industry

Transportation & Warehousingsee 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

2025-06-13

Pension benefit codes

2E · Profit-sharing

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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