Original filing (PDF)20250915121710NAL0000710419001

S.H. COWELL FOUNDATION

Name: S.H. COWELL FOUNDATION — S.H. COWELL FOUNDATION 403(B) EMPLOYEE SAVINGS PLAN, Form 5500 (2024)
Creator: S.H. COWELL FOUNDATION

Form 5500-SF

FILING_RECEIVED

S.H. COWELL FOUNDATION 403(B) EMPLOYEE SAVINGS PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 S.H. COWELL FOUNDATION.

Plan sponsor

Name

S.H. COWELL FOUNDATION

EIN

94-1392803

Address

425 CALIFORNIA ST STE 2025 · SAN FRANCISCO, CA · 941042213

Phone

(415) 397-0285

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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