Original filing (PDF)20251015084606NAL0008389218001

SAN MATEO COUNTY EXPOSITION AND FAIR ASSOCIATION

Name: SAN MATEO COUNTY EXPOSITION AND FAIR ASSOCIATION — SAN MATEO COUNTY EVENT CENTER 403(B) PLAN, Form 5500 (2024)
Creator: SAN MATEO COUNTY EXPOSITION AND FAIR ASSOCIATION

Form 5500-SF

FILING_RECEIVED

SAN MATEO COUNTY EVENT CENTER 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$705K

Net assets (EOY)

$705K

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAN MATEO COUNTY EXPOSITION AND FAIR ASSOCIATION.

Plan sponsor

Name

SAN MATEO COUNTY EXPOSITION AND FAIR ASSOCIATION

EIN

94-1253708

Address

2495 S. DELAWARE STREET · SAN MATEO, CA · 944031902

Phone

(650) 574-3247

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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