Original filing (PDF)20250925121356NAL0007621569001

SAN FRANCISCO BAY UNIVERSITY

Name: SAN FRANCISCO BAY UNIVERSITY — SAN FRANCISCO BAY UNIVERSITY 401(K) PLAN, Form 5500 (2024)
Creator: SAN FRANCISCO BAY UNIVERSITY

Form 5500-SF

FILING_RECEIVED

SAN FRANCISCO BAY UNIVERSITY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAN FRANCISCO BAY UNIVERSITY.

Plan sponsor

Name

SAN FRANCISCO BAY UNIVERSITY

EIN

94-2933165

Address

161 MISSION FALLS LANE · FREMONT, CA · 94539

Phone

(510) 592-9688

Industry

Educational Servicessee 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

2025-09-25

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

JOHN BROWN UNIVERSITY

JOHN BROWN UNIVERSITY HEALTH BENEFIT TRUST

$3.6M · 323 participants

FRED J. MILLER, INC.

FRED J. MILLER, INC. 401(K) PLAN

$3.6M · 121 participants

SURVIVAL SYSTEMS USA, INC.

SURVIVAL SYSTEMS USA, INC. 401(K) PLAN

$3.6M · 28 participants

BISHOP RYAN CATHOLIC SCHOOLS

BISHOP RYAN CATHOLIC SCHOOLS 401(K)

$3.6M · 60 participants

NATUREBRIDGE

NATUREBRIDGE 403(B) PLAN 003

$3.6M