How big is The San Francisco School's plan?

The San Francisco School's plan reported $18.1M in assets and 67 participants for 2023.

Original filing (PDF)20250327090022NAL0035337906001

The San Francisco School

Name: The San Francisco School — The San Francisco School, Form 5500 (2023)
Creator: The San Francisco School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The San Francisco School Defined Contribution Plan

403(b) retirement plan · The San Francisco School's The San Francisco School Defined Contribution Plan held $18.1M in plan assets for 67 participants in 2023.

Active participants

Accounts w/ balance

110

Plan assets (EOY)

$18.1M

Net assets (EOY)

$18.1M

People on this filing

Farnaz Devitt signed The San Francisco School's 2023 Form 5500 as plan administrator.

Farnaz Devitt — 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

The San Francisco School's EIN is 94-1629702.

EIN 94-1629702

Plan number 001

Plan year 2023

ACK ID 20250327090022NAL0035337906001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for The San Francisco School from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

The San Francisco School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA), 403(b) custodial accounts.

Decision-maker contacts

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

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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 (86th percentile).

Plan sponsor

Name

THE SAN FRANCISCO SCHOOL

EIN

all filings

Address

300 GAVEN STREET · SAN FRANCISCO, CA · 941341113

Phone

(415) 239-5065

Industry

Educational Services

Plan administrator