Original filing (PDF)20240917180450NAL0001979091001

FRIENDS FOR YOUTH INC 403 (B) RETIREMENT PLAN

Name: FRIENDS FOR YOUTH INC 403 (B) RETIREMENT PLAN — Form 5500 (2023)
Creator: FRIENDS FOR YOUTH INC 403 (B) RETIREMENT PLAN

Form 5500-SF

FILING_RECEIVED

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 FRIENDS FOR YOUTH INC 403 (B) RETIREMENT PLAN.

Plan sponsor

Name

FRIENDS FOR YOUTH INC 403 (B) RETIREMENT PLAN

EIN

94-2961034

Address

3460 W BAYSHORE RD STE 203 · PALO ALTO, CA · 943034270

Phone

(650) 482-2870

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-04-01

Tax period

2024-03-31

Filed

2024-09-17

Pension benefit codes

2L · 403(b)(1) annuity

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 providers

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