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THE CULTURAL CONSERVANCY — THE CULTURAL CONSERVANCY 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250718150730NAL0003581346001
THE CULTURAL CONSERVANCY
Form 5500-SF
FILING_RECEIVED
THE CULTURAL CONSERVANCY 403(B) PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
20
Plan assets (EOY)
$102K
Net assets (EOY)
$102K
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
THE CULTURAL CONSERVANCY
.
Find decision makers
Plan sponsor
Name
THE CULTURAL CONSERVANCY
EIN
94-3003900
Address
P.O. BOX 29044 · THE PRESIDIO · SAN FRANCISCO, CA · 94129
Phone
(510) 681-3948
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
2024-01-01
Tax period
2024-12-31
Filed
2025-07-18
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
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
CHICAGO WORKERS COLLABORATIVE NFP
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UAW LOCAL 3000 SAVINGS AND RETIREMENT PLAN
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TRAVEL TECHNOLOGY ASSOCIATION 401(K) PLAN
$100K · 4 participants
AMERICAN FEDERATION OF TEACHERS LECTURERS EM
LEO 401(K) PLAN
$99K · 9 participants
TEACHERS ASSOCIATION OF LONG BEACH
TEACHERS ASSOCIATION OF LONG BEACH 401(K) PLAN
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.
$95K · 2 participants
NATIONAL ALLIANCE OF POSTAL AND FEDERAL
NATIONAL ALLIANCE OF POSTAL AND FEDERAL EMPLOYEES EXECUTIVE BOARD STAFF 401K
$95K · 25 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
