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SAN MATEO COUNTY BAR ASSN — SAN MATEO COUNTY BAR ASSN EMPLOYEES' RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260129170451NAL0006321600001
SAN MATEO COUNTY BAR ASSN
Form 5500-SF
FILING_RECEIVED
SAN MATEO COUNTY BAR ASSN EMPLOYEES' RETIREMENT PLAN
401(k) retirement plan
Active participants
23
Accounts w/ balance
31
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SAN MATEO COUNTY BAR ASSN
.
Find decision makers
Plan sponsor
Name
SAN MATEO COUNTY BAR ASSN
EIN
94-1638934
Address
333 BRADFORD ST., STE. 150 · REDWOOD CITY, CA · 94063
Phone
(650) 298-4018
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-29
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
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Trustee / custodian
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Trustee phone
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