Original filing (PDF)20250725171901NAL0003312579001

Santa Clara Methodist Retirement Foundation Inc.

Name: Santa Clara Methodist Retirement Foundation Inc. — Form 5500 Plan 001 (2024)
Creator: Santa Clara Methodist Retirement Foundation Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Santa Clara Methodist Retirement Foundation Inc. 403(b) Plan

403(b) retirement plan · Santa Clara Methodist Retirement Foundation Inc.'s Santa Clara Methodist Retirement Foundation Inc. 403(b) Plan held $3.2M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

LISA Flohr signed Santa Clara Methodist Retirement Foundation Inc.'s 2024 Form 5500 as plan administrator.

LISA Flohr — 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

Santa Clara Methodist Retirement Foundation Inc.'s EIN is 94-2205588.

EIN 94-2205588

Plan number 001

Plan year 2024

ACK ID 20250725171901NAL0003312579001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Santa Clara Methodist Retirement Foundation Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Santa Clara Methodist Retirement Foundation Inc.'s plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SANTA CLARA METHODIST RETIREMENT FOUNDATION INC..

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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