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THE JENIFER ALTMAN FOUNDATION — THE JENIFER ALTMAN FOUNDATION 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260212133734NAL0000166931001
THE JENIFER ALTMAN FOUNDATION
Form 5500-SF
FILING_RECEIVED
THE JENIFER ALTMAN FOUNDATION 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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 JENIFER ALTMAN FOUNDATION
.
Find decision makers
Plan sponsor
Name
THE JENIFER ALTMAN FOUNDATION
EIN
94-3146675
Address
451 MESA ROAD · PO BOX 601 · BOLINAS, CA · 94924
Phone
(844) 401-2253
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Name
FORUSALL, INC.
EIN
46-1803145
City
SAN FRANCISCO, CA
Phone
(844) 401-2253
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-02-12
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
BREAKTHROUGH PRIZE FOUNDATION C/
BREAKTHROUGH PRIZE FOUNDATION 401K PLAN
$1.2M · 6 participants
MONTGOMERY COMMUNITY TELEVISION, INC.
TAX DEFERRED ANNUITY PLAN OF MONTGOMERY COMMUNITY TELEVISION, INC.
$1.2M · 12 participants
NEW ALBANY FOUNDATION
NEW ALBANY FOUNDATION 401(K) PLAN
$1.2M · 4 participants
HEART FAILURE SOCIETY OF AMERICA
HEART FAILURE SOCIETY OF AMERICA 401(K) PLAN
$1.2M · 17 participants
FOUNDATION FOR IUP
FOUNDATION FOR IUP 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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.2M · 8 participants
NANCY LURIE MARKS FAMILY FOUNDATION
NANCY LURIE MARKS FAMILY FOUNDATION TAX SHELTERED ANNUITY RETIREMENT PLAN
$1.2M · 2 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
