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Original filing (PDF)20250721210439NAL0002006529001

TENANTS AND OWNERS DEVELOPMENT CORPORATION

Form 5500-SF
FILING_RECEIVED
403 (B) TSA
403(b) retirement plan
Active participants
38
Accounts w/ balance
Plan assets (EOY)
$7.2M
Net assets (EOY)
$7.2M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TENANTS AND OWNERS DEVELOPMENT CORPORATION.
Plan sponsor
Name
TENANTS AND OWNERS DEVELOPMENT CORPORATION
EIN
94-2408519
Address
230 4TH ST · SAN FRANCISCO, CA · 941033117
Phone
(415) 896-1880
Industry
Real Estatesee 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
2025-07-21
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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