· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SOCIAL POLICY RESEARCH ASSOCIATES, INC. — SOCIAL POLICY RESEARCH ASSOCIATES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250617074647NAL0001617857001
SOCIAL POLICY RESEARCH ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
SOCIAL POLICY RESEARCH ASSOCIATES 401(K) PLAN
401(k) retirement plan
Active participants
52
Accounts w/ balance
88
Plan assets (EOY)
$14.0M
Net assets (EOY)
$14.0M
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
SOCIAL POLICY RESEARCH ASSOCIATES, INC.
.
Find decision makers
Plan sponsor
Name
SOCIAL POLICY RESEARCH ASSOCIATES, INC.
EIN
94-3143216
Address
1333 BROADWAY · SUITE 510 · OAKLAND, CA · 94612
Phone
(510) 763-1499
Industry
All Other Professional Services
· Professional & Technical Services
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
2025-06-17
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
PAR EXCELLENCE SYSTEMS, INC.
PAR EXCELLENCE 401(K) PLAN
$14.0M · 163 participants
CHOWNOW, INC
CHOWNOW, INC. 401(K) PLAN
$14.0M · 217 participants
DAYTON AEROSPACE, INC.
DAYTON AEROSPACE, INC. 401(K) PROFIT SHARING PLAN
$14.0M · 41 participants
HOOGWEGT U S INC
HOOGWEGT U S INC 401(K) PROFIT SHARING PLAN & TRUST
$14.0M · 45 participants
ROOFSTOCK, INC.
ROOFSTOCK 401(K) PLAN
$14.0M · 303 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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
MORSECORP, INC.
MORSECORP INC 401(K) PROFIT SHARING PLAN AND TRUST
$14.0M · 151 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
