Back to filter
Original filing (PDF)20250829093518NAL0021970610001
THE ASIA FOUNDATION
Form 5500
FILING_RECEIVED
ASIA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
157
Accounts w/ balance
467
Plan assets (EOY)
$93.3M
Net assets (EOY)
$93.3M
How this plan invests
This plan
1 pooled trust
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Value * Various 403(b) annuity contracts and custodial accounts" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ASIA FOUNDATION.
Plan sponsor
Name
THE ASIA FOUNDATION
EIN
94-1191246
Address
465 CALIFORNIA STREET, 7TH FLOOR · SAN FRANCISCO, CA · 94104
Phone
(310) 210-2777
Industry
Educational 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
2025-08-29
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLARK NUBER PS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARK NUBER PS | 91-1194016 | — | NONE | $23K | — |
| TIAA | 13-1624203 | — | NONE | $741 | — |
Investments
2 direct securities · 1 pooled fund· $95.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$93.3M
2 holdings
Pooled Separate Account
$1.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Value * Various 403(b) annuity contracts and custodial accounts | — | — | — | $93.0M | 99.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.9M | 2.0% | |
| Participant loans Rates from 4.5% to 9.5% -0- | — | — | — | $241K | 0.3% |