Original filing (PDF)20251014145752NAL0004312816004

SUTTER BAY MEDICAL FOUNDATION

Name: SUTTER BAY MEDICAL FOUNDATION — PALO ALTO MEDICAL FOUNDATION RESEARCH INSTITUTE RETIREMENT PLAN, Form 5500 (2024)
Creator: SUTTER BAY MEDICAL FOUNDATION

Form 5500-SF

FILING_RECEIVED

PALO ALTO MEDICAL FOUNDATION RESEARCH INSTITUTE RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

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 SUTTER BAY MEDICAL FOUNDATION.

Plan sponsor

Name

SUTTER BAY MEDICAL FOUNDATION

EIN

94-1156581

Address

2200 RIVER PLAZA DRIVE · SACRAMENTO, CA · 958334134

Phone

(888) 888-6044

Industry

Professional & Technical Servicessee 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

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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