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Original filing (PDF)20250312125921NAL0011725907001
GOLDEN GATE REGIONAL CENTER
Form 5500
FILING_RECEIVED
GOLDEN GATE REGIONAL CENTER 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
308
Accounts w/ balance
440
Plan assets (EOY)
$66.7M
Net assets (EOY)
$66.7M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 51 bps in Schedule C fees — 221% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOLDEN GATE REGIONAL CENTER.
Plan sponsor
Name
GOLDEN GATE REGIONAL CENTER
EIN
94-2461462
Address
1355 MARKET STREET · SUITE 220 · SAN FRANCISCO, CA · 94103
Phone
(415) 546-9222
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-03-12
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LINDQUIST VON HUSEN & JOYCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE TRUST COMPANY | 31-1592130 | COLUMBUS, OH | TRUST CUSTODIAN | $128K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRINKER CAPITAL INVESTMENTS | — | OMAHA, NE | INVESTMENT ADVISORY | $155K | — |
| IRON-CO-FID--COMPREHENSIVE | 26-2409128 | NORTHBROOK, IL | INVESTMENT ADVISOR | $28K | — |
| LINCOLN FINANCIAL ADVISORS | — | FORT WAYNE, IN | INVESTMENT ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIMARK BENEFITS | 94-2320862 | BURLINGAME, CA | TPA | $32K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.