Original filing (PDF)20250327090022NAL0035337906001

THE SAN FRANCISCO SCHOOL

Name: THE SAN FRANCISCO SCHOOL — THE SAN FRANCISCO SCHOOL DEFINED CONTRIBUTION PLAN, Form 5500 (2023)
Creator: THE SAN FRANCISCO SCHOOL

Form 5500-SF

FILING_RECEIVED

THE SAN FRANCISCO SCHOOL DEFINED CONTRIBUTION PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

110

Plan assets (EOY)

$18.1M

Net assets (EOY)

$18.1M

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 THE SAN FRANCISCO SCHOOL.

Plan sponsor

Name

THE SAN FRANCISCO SCHOOL

EIN

94-1629702

Address

300 GAVEN STREET · SAN FRANCISCO, CA · 941341113

Phone

(415) 239-5065

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-03-27

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

2M · 403(b)(7) custodial accounts

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

Related plans

Similar-size Educational Services plans

THE UNIVERSITY OF NEW MEXICO FOUNDATION 403(B).

THE UNIVERSITY OF NEW MEXICO FOUNDATION 403(B)

$18.1M · 107 participants

NATIONAL DEFENSE INDUSTRIAL ASSOCIATION

NDIA EMPLOYEE RETIREMENT PLAN

$18.1M · 88 participants

GATEWAY SCHOOL OF NEW YORK

GATEWAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

$18.1M · 60 participants

PITTSBURGH TECHNICAL INSTITUTE DBA PITTSBURGH TECHNICAL COLLEGE

PITTSBURGH TECHNICAL COLLEGE RETIREMENT SAVINGS PLAN

$18.1M · 182 participants

PIVOT POINT INTERNATIONAL, INC.