Original filing (PDF)20250611152452NAL0012318707001

SAVE MOUNT DIABLO

Name: SAVE MOUNT DIABLO — SAVE MOUNT DIABLO RETIREMENT PLAN, Form 5500 (2024)
Creator: SAVE MOUNT DIABLO

Form 5500-SF

FILING_RECEIVED

SAVE MOUNT DIABLO RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 SAVE MOUNT DIABLO.

Plan sponsor

Name

SAVE MOUNT DIABLO

EIN

94-2681735

Address

201 N CIVIC DRIVE, SUITE 190 · WALNUT CREEK, CA · 94596

Phone

(925) 947-3535

Industry

Other Services (ex. Public Admin)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

2025-06-11

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

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

Service providers (Schedule C)

Small plans don't disclose service providers

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