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THE ENERGY FOUNDATION — THE ENERGY FOUNDATION 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250919141815NAL0002609697001
THE ENERGY FOUNDATION
Form 5500-SF
FILING_RECEIVED
THE ENERGY FOUNDATION 403(B) PLAN
403(b) retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
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 ENERGY FOUNDATION
.
Find decision makers
Plan sponsor
Name
THE ENERGY FOUNDATION
EIN
94-3126848
Address
50 CALIFORNIA STREET, SUITE 1500 · SAN FRANCISCO, CA · 94111
Phone
(415) 277-5006
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-19
Pension benefit codes
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
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
COORDINATING RESEARCH COUNCIL, INC.
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$1.8M · 6 participants
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OPEN GEOSPATIAL CONSORTIUM, INC. 401(K) PLAN
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BOYS AND GIRLS CLUB OF MARTIN COUNTY 401(K) PLAN
$1.8M · 170 participants
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.
FORMER MEMBERS OF CONGRESS, INC.
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$1.8M · 14 participants
THE HARVEST FOUNDATION OF THE PIEDMONT
THE HARVEST FOUNDATION OF THE PIEDMONT 403(B) PLAN
$1.8M · 11 participants
Large plans in California
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
