Original filing (PDF)20250902160053NAL0008857827001

COLLEGE FUTURES FOUNDATION

Name: COLLEGE FUTURES FOUNDATION — COLLEGE FUTURES FOUNDATION 403(B) PLAN, Form 5500 (2024)
Creator: COLLEGE FUTURES FOUNDATION

Form 5500-SF

FILING_RECEIVED

COLLEGE FUTURES FOUNDATION 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLLEGE FUTURES FOUNDATION.

Plan sponsor

Name

COLLEGE FUTURES FOUNDATION

EIN

94-2618667

Address

1999 HARRISON STREET · SUITE 1900 · OAKLAND, CA · 94612

Phone

(415) 287-1800

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-02

Pension benefit codes

2E · Profit-sharing

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

—

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 Other Services (ex. Public Admin) plans

FLORIDA INSTITUTE OF CERTIFIED PUBL

FLORIDA INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 401(K) RETIREMENT PLAN

$7.9M · 35 participants

INDEPENDENT SECTOR

INDEPENDENT SECTOR 403(B) RETIREMENT PLAN

$7.9M · 39 participants

TEXAS AUTOMOBILE DEALERS ASSOCIATION

TEXAS AUTOMOBILE DEALERS ASSOCIATION 401(K) PLAN

$7.9M · 8 participants

SALT LAKE CONVENTION & VISITORS BUREAU

SALT LAKE CONVENTION & VISITORS BUREAU EMPLOYEE 401(K) PROFIT SHARING PLAN

$7.9M · 64 participants