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SAN MATEO COUNTY ECONOMIC DEVELO — SAN MATEO COUNTY ECONOMIC DEVELOPMENT ASSOCIATION CORPORAT, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250616205250NAL0001335041001
SAN MATEO COUNTY ECONOMIC DEVELO
Form 5500-SF
FILING_RECEIVED
SAN MATEO COUNTY ECONOMIC DEVELOPMENT ASSOCIATION CORPORAT
401(k) retirement plan
Active participants
2
Accounts w/ balance
5
Plan assets (EOY)
$377K
Net assets (EOY)
$377K
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SAN MATEO COUNTY ECONOMIC DEVELO
.
Find decision makers
Plan sponsor
Name
SAN MATEO COUNTY ECONOMIC DEVELO
EIN
94-1295795
Address
1900 OFARRELL STREET · STE 380 · SAN MATEO, CA · 94403
Phone
(650) 413-5600
Industry
Other Services (ex. Public Admin)
see 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
2025-06-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
WOMEN'S INTERNATIONAL LEAGUE FOR PEACE AND FREEDOM
WOMEN'S INTERNATIONAL LEAGUE FOR PEACE AND FREEDOM
$377K · 10 participants
JERSEY CARES, INC.
JERSEY CARES 401K PLAN AND TRUST
$377K · 22 participants
THE ARC OF FLORIDA, INC.
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE ARC OF FLORIDA, INC.
$378K · 4 participants
AMERICAN SOCIETY OF BAKING
AMERICAN SOCIETY OF BAKING 401(K) PLAN
$378K · 3 participants
RIMON CLUB INC. DBA CLUB Z
CLUB Z 403(B) RETIREMENT PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$377K · 18 participants
MINISTRY BY TEXT LLC
MINISTRY BY TEXT LLC 401(K) PLAN
$377K · 14 participants
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$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
