Back to filter
Original filing (PDF)20250927011235NAL0022684786001
RAISING A READER
Form 5500-SF
FILING_RECEIVED
RAISING A READER 403(B) PLAN
403(b) retirement plan
Active participants
17
Accounts w/ balance
22
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RAISING A READER.
Plan sponsor
Name
RAISING A READER
EIN
94-3390149
Address
489 VALLEY WAY · MILPITAS, CA · 95035
Phone
(650) 489-0604
Industry
Other Services (ex. Public Admin)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
2025-09-27
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
SOUTHERN TIER AIDS PROGRAM, INC.
SOUTHERN TIER AIDS PROGRAM, INC. 401(K) PLAN
$1.9M · 85 participants
GIRL SCOUTS CAROLINAS PEAKS TO
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS CAROLINAS PEAKS TO PIEDMONT, INC.
$1.9M · 58 participants
GREATER WASHINGTOM COMMUNITY FOUNDATION
GREATER WASHINGTON COMMUNITY FOUNDATION 401(A) PLAN
$1.9M · 39 participants
GULL LAKE MINISTRIES
GULL LAKE MINISTRIES 401(K) PLAN
$1.9M · 32 participants
HARVARD VARSITY CLUB
THE HARVARD VARSITY CLUB 403(B) RETIREMENT PLAN
$1.9M · 5 participants
WOMEN AGAINST ABUSE, INC.
WOMEN AGAINST ABUSE 403B RETIREMENT PLAN FOR NON-UNION EMPLOYEES
$1.9M · 59 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