· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KITTREDGE SCHOOL A CALIFORNIA — KITTREDGE SCHOOL A CALIFORNIA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250530190652NAL0005408659001
KITTREDGE SCHOOL A CALIFORNIA
Form 5500-SF
FILING_RECEIVED
KITTREDGE SCHOOL A CALIFORNIA 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
18
Accounts w/ balance
6
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KITTREDGE SCHOOL A CALIFORNIA
.
Find decision makers
Plan sponsor
Name
KITTREDGE SCHOOL A CALIFORNIA
EIN
94-2532783
Address
2355 LAKE ST · SAN FRANCISCO, CA · 941211228
Phone
(415) 750-8390
Industry
Educational Services
see all
Plan administrator
Name
ERISA FIDUCIARY SERVICES, INC.
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
MATHEMATICAL SCIENCES RESEARCH INSTITUTE
MATHEMATICAL SCIENCES RESEARCH INSTITUTE EMPLOYEES' RETIREMENT PLAN
$2.2M · 20 participants
PAINE COLLEGE
PAINE COLLEGE 403(B) DEFINED CONTRIBUTION PLAN
$2.2M · 6 participants
EXPLORER WEST MIDDLE SCHOOL
EXPLORER WEST, AN INDEPENDENT MIDDLE SCHOOL 403(B) DC PLAN
$2.2M · 17 participants
COLGATE UNIVERSITY
EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY
$2.2M · 387 participants
AEROSPACE SCIENCE AND TECHNOLOGY CENTER, INC.
65
Knocking points off
Only 33% as many balances as active participants — suggests many active employees aren't deferring.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ASTEC EMPLOYEES 401(K) PLAN
$2.2M · 89 participants
UNITED STATES MARITIME RESOURCE CENTER, INC.
UNITED STATES MARITIME RESOURCE CENTER 403(B) PLAN
$2.2M · 5 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
