Original filing (PDF)20250725171901NAL0003312579001

SANTA CLARA METHODIST RETIREMENT FOUNDATION INC.

Name: SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. — SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN, Form 5500 (2024)
Creator: SANTA CLARA METHODIST RETIREMENT FOUNDATION INC.

Form 5500-SF

FILING_RECEIVED

SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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 SANTA CLARA METHODIST RETIREMENT FOUNDATION INC..

Plan sponsor

Name

SANTA CLARA METHODIST RETIREMENT FOUNDATION INC.

EIN

94-2205588

Address

890 MAIN STREET · SANTA CLARA, CA · 950505467

Phone

(408) 374-9511

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

2025-07-25

Pension benefit codes

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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