How big is Koret Foundation's plan?

Koret Foundation's plan reported $5.3M in assets and 8 participants for 2024.

Original filing (PDF)20250722175255NAL0001414355001

Koret Foundation

Name: Koret Foundation — Koret Foundation 401(k) Plan, Form 5500 (2024)
Creator: Koret Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Koret Foundation 401(k) Plan

401(k) retirement plan · Koret Foundation's Koret Foundation 401(k) Plan held $5.3M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

Plan identifiers

Koret Foundation's EIN is 94-1624987.

EIN 94-1624987

Plan number 003

Plan year 2024

ACK ID 20250722175255NAL0001414355001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Koret Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Koret Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KORET FOUNDATION.

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Plan health score

Top-tier plan health

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

KORET FOUNDATION

EIN

all filings

Address

611 FRONT STREET · SAN FRANCISCO, CA · 94111

Phone

(415) 882-7740

Industry

Other Services (ex. Public Admin)

Plan administrator