How big is Community Foundation Santa Cruz County's plan?

Community Foundation Santa Cruz County's plan reported $3.9M in assets and 20 participants for 2025.

Original filing (PDF)20260506214426NAL0002979472001

Community Foundation Santa Cruz County

Name: Community Foundation Santa Cruz County — Form 5500 Plan 001 (2025)
Creator: Community Foundation Santa Cruz County
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cfscc 401(k) Plan

401(k) retirement plan · Community Foundation Santa Cruz County's Cfscc 401(k) Plan held $3.9M in plan assets for 20 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan identifiers

Community Foundation Santa Cruz County's EIN is 94-2808039.

EIN 94-2808039

Plan number 001

Plan year 2025

ACK ID 20260506214426NAL0002979472001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Community Foundation Santa Cruz County from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Community Foundation Santa Cruz County's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMMUNITY FOUNDATION SANTA CRUZ COUNTY.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

COMMUNITY FOUNDATION SANTA CRUZ COUNTY

EIN

all filings

Address

7807 SOQUEL DRIVE · APTOS, CA · 95003

Phone

(831) 662-2000

Industry

Other Services (ex. Public Admin)

Plan administrator