Back to filter
Original filing (PDF)20250430183049NAL0001535507001
COMMUNITY FOUNDATION SANTA CRUZ COUNTY
Form 5500-SF
FILING_RECEIVED
CFSCC 401(K) PLAN
401(k) retirement plan
Active participants
23
Accounts w/ balance
31
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY FOUNDATION SANTA CRUZ COUNTY.
Plan sponsor
Name
COMMUNITY FOUNDATION SANTA CRUZ COUNTY
EIN
94-2808039
Address
7807 SOQUEL DRIVE · APTOS, CA · 95003
Phone
(831) 662-2000
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
2025-04-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
GOODWILL INDUSTRIES OF THE COLUMBIA INC
GOODWILL INDUSTRIES OF THE COLUMBIA INC 401K PROFIT SHARING PLAN
$2.6M · 201 participants
COMMUNITY ACTION PARTNERSHIP-MINOT REGION
403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP-MINOT REGION
$2.6M · 19 participants
BOYS & GIRLS CLUBS OF TOLEDO
BOYS & GIRLS CLUBS OF TOLEDO 401(K) PLAN
$2.6M · 103 participants
ADVOCACY ASSOCIATES, LLC
ADVOCACY ASSOCIATES 401(K) PLAN
$2.6M · 21 participants
WASHINGTON CONSERVATION ACTION EDUCATION FUND
WASHINGTON CONSERVATION ACTION EDUCATION FUND 401(K) PLAN AND TRUST
$2.6M · 47 participants
WALDER OPERATIONS LTD
WALDER OPERATIONS LTD RETIREMENT PLAN 401(K) PLAN
$2.6M · 54 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