How big is San Francisco Casa's plan?

San Francisco Casa's plan reported $319K in assets and 22 participants for 2024.

Original filing (PDF)20251013153907NAL0001534801001

San Francisco Casa

Name: San Francisco Casa — San Francisco Casa 403(b), Form 5500 (2024)
Creator: San Francisco Casa
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

San Francisco Casa 403(b) Retirement Plan

403(b) retirement plan · San Francisco Casa's San Francisco Casa 403(b) Retirement Plan held $319K in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$319K

Net assets (EOY)

$319K

People on this filing

Thomas Zickgraf signed San Francisco Casa's 2024 Form 5500 as plan administrator.

Thomas Zickgraf — 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 Casa's EIN is 94-3039028.

EIN 94-3039028

Plan number 001

Plan year 2024

ACK ID 20251013153907NAL0001534801001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for San Francisco Casa from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

San Francisco Casa's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, 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 CASA.

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score