· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NAPA VALLEY COMMUNITY HOUSING — NAPA VALLEY COMMUNITY HOUSING 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250915153746NAL0002040544001
NAPA VALLEY COMMUNITY HOUSING
Form 5500-SF
FILING_RECEIVED
NAPA VALLEY COMMUNITY HOUSING 403(B) PLAN
403(b) retirement plan
Active participants
18
Accounts w/ balance
41
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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
NAPA VALLEY COMMUNITY HOUSING
.
Find decision makers
Plan sponsor
Name
NAPA VALLEY COMMUNITY HOUSING
EIN
94-2442233
Address
150 CAMINO DORADO · NAPA, CA · 94558
Phone
(707) 253-6260
Industry
Health Care & Social Assistance
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
2025-09-15
Pension benefit codes
2L · 403(b)(1) annuity
2K · 401(m) arrangement
2G · Total participant-directed accounts
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
Related plans
Similar-size Health Care & Social Assistance plans
ERIE FAMILY CENTER
ERIE FAMILY CENTER 401(K) PLAN
$1.4M · 43 participants
THE IMPACT PROJECT, INC.
THE IMPACT PROJECT, INC. 401(K) PROFIT SHARING PLAN
$1.4M · 10 participants
CHILDREN'S CANCER ASSOCIATION
CHILDREN'S CANCER ASSOCIATION RETIREMENT PLAN
$1.4M · 33 participants
GROWING HOME INC.
GROWING HOME INC. DEFINED CONTRIBUTION PLAN
$1.4M · 30 participants
FAMILY TIES, INC.
FAMILY TIES, INC. 401(K) PLAN
$1.4M · 111 participants
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.
SHANTI PROJECT
403(B) THRIFT PLAN FOR EMPLOYEES OF SHANTI PROJECT
$1.5M · 65 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
