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Original filing (PDF)20251015181549NAL0002858067001
POINT REYES BIRD OBSERVATORY
Form 5500
FILING_RECEIVED
PRBO 401(K) PLAN
401(k) retirement plan
Signals · 2
92% in single holdingNo recordkeeper disclosed
Active participants
132
Accounts w/ balance
141
Plan assets (EOY)
$18.9M
Net assets (EOY)
$18.6M
How this plan invests
This plan
1 pooled trust
Schedule D
3 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 "Other" is 92% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POINT REYES BIRD OBSERVATORY.
Plan sponsor
Name
POINT REYES BIRD OBSERVATORY
EIN
94-1594250
Address
3820 CYPRESS DRIVE, STE. 11 · PETALUMA, CA · 94954
Phone
(707) 781-2555
Industry
All Other Professional Services· Professional & Technical 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
2025-10-15
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)
Auditor
ARMANINO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A | 45-6062081 | — | NONE | $8K | — |
Investments
3 direct securities · 1 pooled fund· $1.0M(5% 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.
Common Collective Trust
$513K
1 holding
OTHER
$470K
1 holding
Uncategorized
$43K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED CAPITAL · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $513K | 2.7% | |
| Other | OTHER | — | $470K | $470K | 2.5% | |
| Interest-bearing cash (include money market accounts & certificates of deposit) | — | — | $22K | $22K | 0.1% | |
| Value of funds held in insurance company general account (unallocated contracts) | — | — | $22K | $22K | 0.1% |
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