How big is San Francisco JAZZ Organization's plan?

San Francisco JAZZ Organization's plan reported $5.3M in assets and 128 participants for 2025.

Original filing (PDF)20260521175102NAL0002806163001

San Francisco JAZZ Organization

Name: San Francisco JAZZ Organization — San Francisco JAZZ, Form 5500 (2025)
Creator: San Francisco JAZZ Organization
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

San Francisco JAZZ Organization 401(k) Profit Sharing Plan

401(k) retirement plan · San Francisco JAZZ Organization's San Francisco JAZZ Organization 401(k) Profit Sharing Plan held $5.3M in plan assets for 128 participants in 2025.

Signals · 1

No auditor on file

Active participants

128

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

People on this filing

Niketa Wilkinson signed San Francisco JAZZ Organization's 2025 Form 5500 as plan administrator.

Niketa Wilkinson — 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

San Francisco JAZZ Organization's EIN is 94-2990335.

EIN 94-2990335

Plan number 001

Plan year 2025

ACK ID 20260521175102NAL0002806163001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for San Francisco JAZZ Organization from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

San Francisco JAZZ Organization's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAN FRANCISCO JAZZ ORGANIZATION.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score