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CALIFORNIA STATE PARKS FOUNDATION — CALIFORNIA STATE PARKS FOUNDATION RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250722152046NAL0001328723001
CALIFORNIA STATE PARKS FOUNDATION
Form 5500-SF
FILING_RECEIVED
CALIFORNIA STATE PARKS FOUNDATION RETIREMENT PLAN
401(k) retirement plan
Active participants
25
Accounts w/ balance
34
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
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
CALIFORNIA STATE PARKS FOUNDATION
.
Find decision makers
Plan sponsor
Name
CALIFORNIA STATE PARKS FOUNDATION
EIN
94-1707583
Address
235 MONTGOMERY STREET, SUITE 1202 · SAN FRANCISCO, CA · 94104
Phone
(415) 262-4400
Industry
Other Services (ex. Public Admin)
see 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
2025-07-22
Pension benefit codes
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
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
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THE ARK FAMILY CHURCH RETIREMENT PLAN
$3.0M · 69 participants
ASSOCIATION OF CALIFORNIA LIFE AND
ACLHIC 401(K) RETIREMENT PLAN
$3.0M · 6 participants
BOYS & GIRLS CLUB OF GREATER KANSAS CITY
BOYS & GIRLS CLUB OF GREATER KANSAS CITY 401(K) PLAN
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SULLIVAN FIRE PROTECTION CORP
100
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
SULLIVAN FIRE PROTECTION CORP 401(K) PLAN
$3.0M · 15 participants
COMMUNITY ACTION OF SOUTH EAST
403(B) THRIFT PLAN FOR COMMUNITY ACTION OF SOUTH EASTERN WEST VIRGINIA, INC.
$3.0M · 200 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
