How big is Big SUR Land Trust's plan?

Big SUR Land Trust's plan reported $1.9M in assets and 27 participants for 2025.

Original filing (PDF)20260520151838NAL0003706946001

Big SUR Land Trust

Name: Big SUR Land Trust — Big SUR Land Trust 403(b), Form 5500 (2025)
Creator: Big SUR Land Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Big SUR Land Trust 403(b) Retirement Plan

403(b) retirement plan · Big SUR Land Trust's Big SUR Land Trust 403(b) Retirement Plan held $1.9M in plan assets for 27 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Barbara Utter signed Big SUR Land Trust's 2025 Form 5500 as plan administrator.

Barbara Utter — 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

Big SUR Land Trust's EIN is 94-2473415.

EIN 94-2473415

Plan number 001

Plan year 2025

ACK ID 20260520151838NAL0003706946001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Big SUR Land Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Big SUR Land Trust's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BIG SUR LAND TRUST.

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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