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Original filing (PDF)20251015155752NAL0005057265001
GOLDEN GATE NATIONAL PARKS CONSERVANCY
Form 5500
FILING_RECEIVED
GOLDEN GATE NATIONAL PARKS CONSERVANCY RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
302
Accounts w/ balance
502
Plan assets (EOY)
$33.6M
Net assets (EOY)
$33.6M
How this plan invests
This plan
1 pooled trust
Schedule D
76 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOLDEN GATE NATIONAL PARKS CONSERVANCY.
Plan sponsor
Name
GOLDEN GATE NATIONAL PARKS CONSERVANCY
EIN
94-2781708
Address
201 FORT MASON 3RD FLR · SAN FRANCISCO, CA · 94123
Phone
(415) 561-3544
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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | NONE | $46K | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $2K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
Investments
75 direct securities · 1 pooled fund· $60.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$32.0M
75 holdings
Pooled Separate Account
$28.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $28.3M | 84.4% | |
| AUL- TIAA-CREF Lifecycle Index 2040 Fund | — | — | — | $4.5M | 13.4% | |
| AUL- American Funds AMCAP Fund | — | — | — | $2.9M | 8.7% | |
| AUL- Vanguard 500 Index Admiral Fund | — | — | — | $2.1M | 6.3% | |
| AUL- TIAA-CREF Lifecycle Index 2030 Fund | — | — | — | $1.9M | 5.7% | |
| AUL- TIAA-CREF Lifecycle Index 2055 Fund | — | — | — | $1.6M | 4.7% | |
| AUL- TIAA-CREF Lifecycle Index 2020 Fund | — | — | — | $1.4M | 4.3% | |
| AUL- TIAA-CREF Lifecycle Index 2045 Fund | — | — | — | $1.4M | 4.2% | |
| AUL- American Funds American Balanced Fund | — | — | — | $1.3M | 3.9% | |
| LVIP- Fixed Account | — | — | — | $1.3M | 3.9% | |
| AUL- DFA Global Equity Fund | — | — | — | $1.3M | 3.9% | |
| AUL- Stable Value Account | — | — | — | $1.1M | 3.2% | |
| AUL- TIAA-CREF Lifecycle Index 2035 Fund | — | — | — | $1.1M | 3.2% | |
| AUL- TIAA-CREF Lifecycle Index 2025 Fund | — | — | — | $762K | 2.3% | |
| AUL- PGIM Total Return Bond Fund | — | — | — | $731K | 2.2% | |
| AUL- TIAA-CREF Lifecycle Index 2060 Fund | — | — | — | $729K | 2.2% | |
| AUL- Vanguard Growth Index Admiral Fund | — | — | — | $695K | 2.1% | |
| AUL- American Funds Washington Mutual Fund | — | — | — | $601K | 1.8% | |
| AUL- Vanguard International Growth Admiral Fund | — | — | — | $583K | 1.7% | |
| LVIP- Delaware Social Awareness Fund | — | — | — | $560K | 1.7% | |
| AUL- Vanguard Mid-Cap Growth Inv Fund | — | — | — | $519K | 1.5% | |
| AUL- Vanguard Emerging Markets Stock Index Admiral Fund | — | — | — | $388K | 1.2% | |
| AUL- American Funds Growth Fund | — | — | — | $380K | 1.1% | |
| AUL- Vanguard FTSE Social Index Admiral Fund | — | — | — | $339K | 1.0% | |
| AUL- Vanguard High-Yield Corporate Admiral Fund | — | — | — | $299K | 0.9% | |
| LVIP- Dimensional U.S. Core Equity Fund | — | — | — | $295K | 0.9% | |
| AUL- American Funds Growth-Income Fund | — | — | — | $229K | 0.7% | |
| AUL- Vanguard Mid-Cap Index Admiral Fund | — | — | — | $228K | 0.7% | |
| AUL- Vanguard Int Term Treasury Index Admiral Fund | — | — | — | $218K | 0.6% | |
| LVIP- SSGA S&P 500 Index Fund | — | — | — | $218K | 0.6% | |
| AUL- Vanguard Small Cap Index Admiral Fund | — | — | — | $210K | 0.6% | |
| AUL- Vanguard Real Estate Index Admiral Fund | — | — | — | $203K | 0.6% | |
| AUL- Vanguard Explorer Admiral Fund | — | — | — | $170K | 0.5% | |
| LVIP- BlackRock Dividend Value Managed Volatility Fund | — | — | — | $159K | 0.5% | |
| LVIP- Blended Large Cap Growth Managed Volatility Fund | — | — | — | $159K | 0.5% | |
| AUL- TIAA-CREF Lifecycle Index 2065 Fund | — | — | — | $125K | 0.4% | |
| AUL- Delaware VIP Smid Cap Core Series Fund | — | — | — | $119K | 0.4% | |
| AUL- DFA US Large Company Fund | — | — | — | $78K | 0.2% | |
| LVIP- T. Rowe Price 2040 Fund | — | — | — | $73K | 0.2% | |
| AUL- American Funds Global Growth Fund | — | — | — | $71K | 0.2% | |
| LVIP- Delaware Bond Fund | — | — | — | $69K | 0.2% | |
| AUL- American Funds International Fund | — | — | — | $69K | 0.2% | |
| AUL- Vanguard Selected Value Investor Fund | — | — | — | $56K | 0.2% | |
| LVIP- SSGA Small Cap Index Fund | — | — | — | $56K | 0.2% | |
| AUL- TIAA-CREF Large-Cap Value Index Institutional Fund | — | — | — | $53K | 0.2% | |
| AUL- Delaware VIP High Yield Fund | — | — | — | $52K | 0.2% | |
| LVIP- JPMorgan Retirement Income Fund | — | — | — | $52K | 0.2% | |
| AUL- Delaware VIP Small Cap Value Fund | — | — | — | $46K | 0.1% | |
| AUL- Vanguard Lifestrategy Conservative Growth Investor Fund | — | — | — | $45K | 0.1% | |
| AUL- Delaware VIP Real Estate Investment Trust Fund | — | — | — | $39K | 0.1% | |
| LVIP- Delaware Wealth Builder Fund | — | — | — | $36K | 0.1% | |
| AUL- Delaware VIP Diversified Income Fund | — | — | — | $35K | 0.1% | |
| AUL- Vanguard Developed Markets Index Admiral Fund | — | — | — | $28K | <0.1% | |
| AUL- AB VPS Sustainable Global Thematic Portfolio Fund | — | — | — | $24K | <0.1% | |
| AUL- Vanguard Lifestrategy Growth Investment Fund | — | — | — | $23K | <0.1% | |
| AUL- Delaware VIP Value Fund | — | — | — | $23K | <0.1% | |
| LVIP- T. Rowe Price Structured Mid-Cap Growth Fund | — | — | — | $20K | <0.1% | |
| AUL- DFA US Targeted Value Fund | — | — | — | $19K | <0.1% | |
| AUL- TIAA-CREF International Equity Index Institutional Fund | — | — | — | $18K | <0.1% | |
| LVIP- LVIP Baron Growth Opportunities Fund | — | — | — | $15K | <0.1% | |
| LVIP- SSGA Global Tactical Allocation Fund | — | — | — | $13K | <0.1% | |
| LVIP- SSGA Bond Index Fund | — | — | — | $13K | <0.1% | |
| AUL- DFA Global 60/40 Fund | — | — | — | $11K | <0.1% | |
| AUL- DFA International Core Equity Fund | — | — | — | $7K | <0.1% | |
| AUL- TIAA-CREF Lifecycle Index Inc Fund | — | — | — | $5K | <0.1% | |
| AUL- Fidelity VIP Growth Fund | — | — | — | $5K | <0.1% | |
| LVIP- Delaware Mid Cap Value Fund | — | — | — | $5K | <0.1% | |
| AUL- TIAA-CREF Lifecycle Index 2015 Fund | — | — | — | $5K | <0.1% | |
| AUL- TIAA-CREF Lifecycle Index 2010 Fund | — | — | — | $5K | <0.1% | |
| LVIP- T. Rowe Price Mid Cap Growth Fund | — | — | — | $4K | <0.1% | |
| LVIP- Government Money Market Fund | — | — | — | $4K | <0.1% | |
| LVIP- T. Rowe Price 2030 Fund | — | — | — | $3K | <0.1% | |
| LVIP- BlackRock Inflation Protected Bond Fund | — | — | — | $2K | <0.1% | |
| AUL- MFS Utilities Fund | — | — | — | $1K | <0.1% | |
| LVIP- Global Growth Allocation Managed Risk Fund | — | — | — | $1K | <0.1% | |
| AUL- Fidelity VIP Contrafund Fund | — | — | — | $712 | <0.1% |