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SAN FRANCISCO COMMUNITY CLINIC CONSORTIUM — SAN FRANCISCO COMMUNITY CLINIC CONSORTIUM 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260313125233NAL0007583393001
SAN FRANCISCO COMMUNITY CLINIC CONSORTIUM
Form 5500-SF
FILING_RECEIVED
SAN FRANCISCO COMMUNITY CLINIC CONSORTIUM 403(B) PLAN
403(b) retirement plan
Active participants
28
Accounts w/ balance
35
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
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
SAN FRANCISCO COMMUNITY CLINIC CONSORTIUM
.
Find decision makers
Plan sponsor
Name
SAN FRANCISCO COMMUNITY CLINIC CONSORTIUM
EIN
94-2897258
Address
170 CAPP ST, SUITE C · SAN FRANCISCO, CA · 94110
Phone
(415) 355-2222
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
2024-07-01
Tax period
2025-06-30
Filed
2026-03-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
COMMUNICATIONS WORKERS OF AMERICA LOCAL 1036
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$3.8M · 15 participants
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$3.8M · 89 participants
TRUE GROUND HOUSING PARTNERS
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$3.8M · 59 participants
INCA COMMUNITY SERVICES, INC.
EMPLOYEE BENEFIT PLAN OF INCA COMMUNITY SERVICES, INC.
$3.8M · 57 participants
WILLWOODS COMMUNITY
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
WILLWOODS COMMUNITY EMPLOYEE PROFIT-SHARING AND 401(K) PLAN AND TRUST
$3.8M · 32 participants
ORT AMERICA, INC.
403(B) THRIFT PLAN FOR EMPLOYEES OF ORT AMERICA, INC.
$3.8M · 23 participants
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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
