How big is California Foundation for Indepe's plan?

California Foundation for Indepe's plan reported $413K in assets and 13 participants for 2024.

Original filing (PDF)20251015083226NAL0004348209001

California Foundation for Indepe

Name: California Foundation for Indepe — California, Form 5500 (2024)
Creator: California Foundation for Indepe
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

California Foundation for INDE 401(k) Profit Sharing Plan Trust

401(k) retirement plan · California Foundation for Indepe's California Foundation for INDE 401(k) Profit Sharing Plan Trust held $413K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$413K

Net assets (EOY)

$413K

People on this filing

Kathrine Crowley signed California Foundation for Indepe's 2024 Form 5500 as plan administrator.

Kathrine Crowley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

California Foundation for Indepe's EIN is 94-2838242.

EIN 94-2838242

Plan number 001

Plan year 2024

ACK ID 20251015083226NAL0004348209001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for California Foundation for Indepe from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

California Foundation for Indepe's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALIFORNIA FOUNDATION FOR INDEPE.

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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 (93rd percentile).

Plan sponsor

Name

CALIFORNIA FOUNDATION FOR INDEPE

EIN

all filings

Address

3900 LENNANE DR. · SUITE 100 · SACRAMENTO, CA · 95834

Phone

(916) 606-5300

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator