· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WOMEN'S FOUNDATION OF CALIFORNIA — WOMEN'S FOUNDATION 401(K) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250613134439NAL0015712803001
WOMEN'S FOUNDATION OF CALIFORNIA
Form 5500-SF
FILING_RECEIVED
WOMEN'S FOUNDATION 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
22
Accounts w/ balance
41
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WOMEN'S FOUNDATION OF CALIFORNIA
.
Find decision makers
Plan sponsor
Name
WOMEN'S FOUNDATION OF CALIFORNIA
EIN
94-2752421
Address
1301 CLAY ST #71719 · OAKLAND, CA · 94612
Phone
(510) 740-2503
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
2025-06-13
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
CONSULTATIVE GROUP ON BIOLOGICAL DIVERSITY
CONSULTATIVE GROUP ON BIOLOGICAL DIVERSITY
$3.1M · 12 participants
WILD ROSE LLC
WILD ROSE LLC PROFIT SHARING PLAN
$3.1M · 5 participants
THE INSTITUTE FOR COLLEGE ACCE
THE INSTITUTE FOR COLLEGE ACCE 401(K) PROFIT SHARING PLAN & TRUST
$3.1M · 24 participants
NORTHSIDE ACHIEVEMENT ZONE
NORTHSIDE ACHIEVEMENT ZONE ERISA 403(B) PLAN
$3.1M · 72 participants
PATHWAY ENTERPRISES, INC.
PATHWAY ENTERPRISES, INC. 401(K) PLAN
100
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.1M · 140 participants
CHRISTIAN VETERINARY MISSION
CHRISTIAN VETERINARY MISSION 403(B) PLAN
$3.1M · 69 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
