How big is Project Open Hand's plan?

Project Open Hand's plan reported $5.7M in assets and 140 participants for 2023.

Original filing (PDF)20260317121824NAL0003507664001

Project Open Hand

Name: Project Open Hand — Project Open Hand Retirement, Form 5500 (2023)
Creator: Project Open Hand
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Project Open Hand Retirement Plan

403(b) retirement plan · Project Open Hand's Project Open Hand Retirement Plan held $5.7M in plan assets for 140 participants in 2023.

Signals · 4

Late filing · 10.1 moLate participant contributions55% employer stockNo recordkeeper disclosed

Active participants

140

Accounts w/ balance

176

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

People on this filing

Matthew Pealer signed Project Open Hand's 2023 Form 5500 as plan administrator.

Matthew Pealer — 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

Project Open Hand's EIN is 94-3023551.

EIN 94-3023551

Plan number 002

Plan year 2023

ACK ID 20260317121824NAL0003507664001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Project Open Hand from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Project Open Hand's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PROJECT OPEN HAND.

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How this plan invests

This plan

45 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 10.1 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).

Helping the score

Below-peer total plan cost (89th percentile).

Plan sponsor

Name

PROJECT OPEN HAND

EIN

all filings

Address

730 POLK STREET · SAN FRANCISCO, CA · 94109

Phone

(415) 447-2300

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2026-03-17

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

APRIO LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

45 direct securities· $5.6M(99% of reported assets)

Common Stocks

$2.8M

32 holdings

Mutual Funds

$1.7M

6 holdings

Common Collective Trusts

$1.1M

5 holdings

Cash / Money Market

$15K

1 holding

U.S. Treasuries

$9K

1 holding

					% of plan
The Variable Annuity Life Insurance Company Vanguard Wellington Fund Inc	Mutual Funds	—	—	$717K	12.7%
The Variable Annuity Life Insurance Company Fixed Account Plus	Common Stocks	—	—	$610K	10.8%
The Variable Annuity Life Insurance Company Vanguard Windsor Ii	Mutual Funds	—	—	$571K	10.1%
The Variable Annuity Life Insurance Company Mid Cap Index Fund	Common Collective Trusts	—	—	$510K	9.0%
The Variable Annuity Life Insurance Company Vanguard Lifestrategy Modera	Mutual Funds	—	—	$411K	7.3%
The Variable Annuity Life Insurance Company Stock Index Fund	Common Collective Trusts	—	—	$260K	4.6%
The Variable Annuity Life Insurance Company Loan Collateral Fund	Common Stocks	—	—	$184K	3.2%
The Variable Annuity Life Insurance Company Us Socially Responsible Fund	Common Stocks	—	—	$162K	2.9%
The Variable Annuity Life Insurance Company Core Bond Fund	Common Stocks	—	—	$152K	2.7%
The Variable Annuity Life Insurance Company Ariel Fund	Common Stocks	—	—	$152K	2.7%
The Variable Annuity Life Insurance Company Science & Technology Fund	Common Stocks	—	—	$134K	2.4%
The Variable Annuity Life Insurance Company Mid Cap Strategic Gwth	Common Stocks	—	—	$130K	2.3%
The Variable Annuity Life Insurance Company Small Cap Index Fund	Common Collective Trusts	—	—	$122K	2.2%
The Variable Annuity Life Insurance Company Systematic Growth Fund	Common Stocks	—	—	$119K	2.1%
The Variable Annuity Life Insurance Company Ariel Appreciation Fund	Common Stocks	—	—	$110K	2.0%
The Variable Annuity Life Insurance Company International Value Fund	Common Stocks	—	—	$99K	1.7%
The Variable Annuity Life Insurance Company Nasdaq-100(r) Index Fund	Common Collective Trusts	—	—	$95K	1.7%
The Variable Annuity Life Insurance Company Emerging Economies	Common Stocks	—	—	$94K	1.7%
The Variable Annuity Life Insurance Company Mid Cap Value Fund	Common Stocks	—	—	$84K	1.5%
The Variable Annuity Life Insurance Company Short Term Fixed Account	Common Stocks	—	—	$81K	1.4%
The Variable Annuity Life Insurance Company Internatl Equities Index Fund	Common Collective Trusts	—	—	$75K	1.3%
The Variable Annuity Life Insurance Company Intl Socially Responsible Fund	Common Stocks	—	—	$73K	1.3%
The Variable Annuity Life Insurance Company International Growth Fund	Common Stocks	—	—	$68K	1.2%
The Variable Annuity Life Insurance Company High Yield Bond Fund	Common Stocks	—	—	$59K	1.0%
The Variable Annuity Life Insurance Company Small Cap Special Value Fund	Common Stocks	—	—	$54K	1.0%
The Variable Annuity Life Insurance Company Vc I Capital Appreciation	Common Stocks	—	—	$53K	0.9%
The Variable Annuity Life Insurance Company Global Strategy	Common Stocks	—	—	$53K	0.9%
The Variable Annuity Life Insurance Company Intl Opportunities	Common Stocks	—	—	$49K	0.9%
The Variable Annuity Life Insurance Company Small Cap Growth Fund	Common Stocks	—	—	$46K	0.8%
The Variable Annuity Life Insurance Company Small Cap Value Fund	Common Stocks	—	—	$40K	0.7%
The Variable Annuity Life Insurance Company Growth Fund	Common Stocks	—	—	$36K	0.6%
The Variable Annuity Life Insurance Company Systematic Core Fund	Common Stocks	—	—	$34K	0.6%
The Variable Annuity Life Insurance Company Vanguard Lt Inv-grade Fund	Mutual Funds	—	—	$25K	0.5%
The Variable Annuity Life Insurance Company Dividend Value	Common Stocks	—	—	$25K	0.4%
The Variable Annuity Life Insurance Company Global Real Estate Fund	Common Stocks	—	—	$18K	0.3%
The Variable Annuity Life Insurance Company Amer Bea Man Lrg Cp Gr Inv Cl	Common Stocks	—	—	$17K	0.3%
The Variable Annuity Life Insurance Company Gs Vit Gov Money Mkt Fd Inst	Cash / Money Market	—	—	$15K	0.3%
The Variable Annuity Life Insurance Company Vanguard Lifestrategy Growth	Mutual Funds	—	—	$14K	0.2%
The Variable Annuity Life Insurance Company Inflation Protected Fund	Common Stocks	—	—	$10K	0.2%
The Variable Annuity Life Insurance Company Moderate Growth Lifestyle	Common Stocks	—	—	$9K	0.2%
The Variable Annuity Life Insurance Company International Government Bond	U.S. Treasuries	—	—	$9K	0.2%
The Variable Annuity Life Insurance Company Vc I Conserv Growth Lifestyle	Common Stocks	—	—	$5K	<0.1%
The Variable Annuity Life Insurance Company Large Capital Growth	Common Stocks	—	—	$4K	<0.1%
The Variable Annuity Life Insurance Company Loan Escrow Fund	Common Stocks	—	—	$2K	<0.1%
The Variable Annuity Life Insurance Company Vanguard Long-term Treasury	Mutual Funds	—	—	$1K	<0.1%