How big is San Ramon Valley Aquatics' plan?

San Ramon Valley Aquatics' plan reported $19K in assets and 16 participants for 2024.

Original filing (PDF)20250716130645NAL0003236993001

San Ramon Valley Aquatics

Name: San Ramon Valley Aquatics — Form 5500 (2024)
Creator: San Ramon Valley Aquatics
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · San Ramon Valley Aquatics held $19K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19K

Net assets (EOY)

$19K

People on this filing

Shirley Horner signed San Ramon Valley Aquatics' 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

San Ramon Valley Aquatics' EIN is 94-1575649.

EIN 94-1575649

Plan number 001

Plan year 2024

ACK ID 20250716130645NAL0003236993001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for San Ramon Valley Aquatics from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

San Ramon Valley Aquatics' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAN RAMON VALLEY AQUATICS.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SAN RAMON VALLEY AQUATICS

EIN

all filings

Address

PO BOX 973 · SAN RAMON, CA · 94583

Phone

(925) 785-6307

Industry

Educational Services

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

2025-07-16

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

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