· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CENTER FOR RESOURCE SOLUTIONS — CENTER FOR RESOURCE SOLUTIONS 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250416155536NAL0010072674001
CENTER FOR RESOURCE SOLUTIONS
Form 5500-SF
FILING_RECEIVED
CENTER FOR RESOURCE SOLUTIONS 401K PLAN
401(k) retirement plan
Active participants
26
Accounts w/ balance
40
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
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
CENTER FOR RESOURCE SOLUTIONS
.
Find decision makers
Plan sponsor
Name
CENTER FOR RESOURCE SOLUTIONS
EIN
94-3265560
Address
1012 TORNEY AVENUE · SAN FRANCISCO, CA · 94129
Phone
(415) 561-2100
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
2025-04-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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 All Other Professional Services plans
DIXIE MILL, L.L.C.
DIXIE MILL, L.L.C. 401(K) SAVINGS AND RETIREMENT PLAN
$4.3M · 12 participants
BRUDIS & ASSOCIATES, INC.
BRUDIS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
$4.3M · 44 participants
SKB ARCHITECTS INC
SKB ARCHITECTS INC 401(K) PROFIT SHARING PLAN & TRUST
$4.3M · 35 participants
HEALTHCARE FINANCIAL, INC.
HEALTHCARE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN
$4.3M · 91 participants
GBX CONSULTANTS, INC
GBX CONSULTANTS, INC 401(K) P/S 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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.3M · 83 participants
RETAIL WHOLESALE DEPARTMENT STORE DEFINED CONTRIBUTION PENSION PLAN
RETAIL WHOLESALE DEPARTMENT STORE UNION LOCAL 1034 DEFINED CONTRIBUTION PENSION PLAN
$4.3M · 2,253 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
