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NORTHERN CALIFORNIA GRANTMAKER — NORTHERN CALIFORNIA GRANTMAKERS, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251010130837NAL0004635987001
NORTHERN CALIFORNIA GRANTMAKER
Form 5500-SF
FILING_RECEIVED
NORTHERN CALIFORNIA GRANTMAKERS
401(k) retirement plan
Active participants
26
Accounts w/ balance
38
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
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
NORTHERN CALIFORNIA GRANTMAKER
.
Find decision makers
Plan sponsor
Name
NORTHERN CALIFORNIA GRANTMAKER
EIN
94-2761355
Address
160 SPEAR ST STE 360 · SAN FRANCISCO, CA · 941051543
Phone
(415) 777-4111
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
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
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HELPING HAND OF GOODWILL INDUSTRIES EXTENDED EMPLOYMENT SHELTERED
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.
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$88.3B
