How big is San Francisco Friends School's plan?

San Francisco Friends School's plan reported $22.8M in assets and 83 participants for 2024.

Original filing (PDF)20260324105506NAL0002751553001

San Francisco Friends School

Name: San Francisco Friends School — San Francisco Friends, Form 5500 (2024)
Creator: San Francisco Friends School
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

San Francisco Friends School Defined Contribution Retirement Plan

403(b) retirement plan · San Francisco Friends School's San Francisco Friends School Defined Contribution Retirement Plan held $22.8M in plan assets for 83 participants in 2024, with T. Rowe Price as recordkeeper.

Active participants

Accounts w/ balance

181

Plan assets (EOY)

$22.8M

Net assets (EOY)

$22.8M

People on this filing

Veronique Kessler signed San Francisco Friends School's 2024 Form 5500 as plan administrator.

Veronique Kessler — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

San Francisco Friends School's EIN is 94-3397589.

EIN 94-3397589

Plan number 001

Plan year 2024

ACK ID 20260324105506NAL0002751553001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for San Francisco Friends School from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

San Francisco Friends School's plan includes a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAN FRANCISCO FRIENDS SCHOOL.

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How this plan invests

This plan

49 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

SAN FRANCISCO FRIENDS SCHOOL

EIN

all filings

Address

250 VALENCIA STREET · SAN FRANCISCO, CA · 94103

Phone

(415) 565-0400

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-03-24

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

PENSION ASSURANCE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
T. ROWE PRICE	52-1309931	—	RECORDKEEPER	$1K	—

Investments

49 direct securities· $23.1M(100% of reported assets)

Other securities

$14.8M

13 holdings

Mutual Funds

$5.8M

30 holdings

Common Collective Trusts

$2.4M

5 holdings

Bonds / Notes

$49K

1 holding

					% of plan
T. Rowe Price T. Rowe Price Retirement 2040 Inv	Other securities	—	—	$3.6M	15.9%
T. Rowe Price T. Rowe Price Retirement 2035 Inv	Other securities	—	—	$3.0M	13.0%
T. Rowe Price T. Rowe Price Retirement 2025 Inv	Other securities	—	—	$1.5M	6.7%
T. Rowe Price T. Rowe Price Retirement 2045 Inv	Other securities	—	—	$1.5M	6.4%
Parnassus Core Parnassus Equity Income Inst.	Other securities	—	—	$1.3M	5.8%
Fidelity Investments Fidelity 500 Index	Common Collective Trusts	—	—	$1.2M	5.1%
T. Rowe Price T. Rowe Price Government Money Inv	Other securities	—	—	$1.2M	5.1%
College Retirement Equities Fund CREF Equity Index R1	Common Collective Trusts	—	—	$984K	4.3%
College Retirement Equities Fund CREF Stock R1	Mutual Funds	—	—	$972K	4.3%
T. Rowe Price T. Rowe Price Retirement 2050 Inv	Other securities	—	—	$679K	3.0%
College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive	Mutual Funds	—	—	$668K	2.9%
T. Rowe Price T. Rowe Price Retirement 2030 Inv	Other securities	—	—	$596K	2.6%
T. Rowe Price T. Rowe Price Retirement 2055 Inv	Other securities	—	—	$586K	2.6%
College Retirement Equities Fund CREF Growth R1	Mutual Funds	—	—	$573K	2.5%
College Retirement Equities Fund variable annuities CREF Global Equities R1	Mutual Funds	—	—	$546K	2.4%
T. Rowe Price T. Rowe Price Retirement 2020 Inv	Other securities	—	—	$519K	2.3%
College Retirement Equities Fund CREF Money Market R1	Mutual Funds	—	—	$449K	2.0%
Teachers Insurance and Annuity Association of America Nuveen Core Plus Bond Fund	Mutual Funds	—	—	$407K	1.8%
College Retirement Equities Fund CREF Social Choice R1	Mutual Funds	—	—	$362K	1.6%
Teachers Insurance and Annuity Association of America TIAA Access Lifecycle 2040 T4	Mutual Funds	—	—	$284K	1.2%
T. Rowe Price Schwab FDMTL Intl Equity Idx	Common Collective Trusts	—	—	$244K	1.1%
College Retirement Equities Fund variable annuities CREF Core Bond R1	Mutual Funds	—	—	$222K	1.0%
Teachers Insurance and Annuity Association of America TIAA Access Social Ch Eq T4	Mutual Funds	—	—	$222K	1.0%
T. Rowe Price T. Rowe Price Retirement 2060 Inv	Other securities	—	—	$193K	0.8%
Teachers Insurance and Annuity Association of America TIAA Access Growth & Income T4	Mutual Funds	—	—	$150K	0.7%
College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2030 T4	Mutual Funds	—	—	$140K	0.6%
College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive	Mutual Funds	—	—	$127K	0.6%
Dimensional Fund Advisors DFA Real Estate Securities Fund Inst.	Mutual Funds	—	—	$117K	0.5%
College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2035 T4	Mutual Funds	—	—	$106K	0.5%
T. Rowe Price T. Rowe Price Retirement 2065 Inv	Other securities	—	—	$76K	0.3%
Fidelity Investments Fidelity Emerging Market Index	Mutual Funds	—	—	$72K	0.3%
College Retirement Equities Fund variable annuities TIAA Access Nuv Intl Equity T4	Mutual Funds	—	—	$69K	0.3%
T. Rowe Price T. Rowe Loan Balance	Other securities	—	—	$49K	0.2%
Participant Loans to participants, bearing interest rates from 8.5% to 9.5%	Bonds / Notes	—	—	$49K	0.2%
College Retirement Equities Fund CREF Inflation-Linked Bond R1	Mutual Funds	—	—	$44K	0.2%
College Retirement Equities Fund variable annuities TIAA Access Nuv LgCp Res Eq T4	Mutual Funds	—	—	$42K	0.2%
College Retirement Equities Fund variable annuities TIAA Access Nuv Sm Cp Bl Ix T4	Mutual Funds	—	—	$37K	0.2%
Teachers Insurance and Annuity Association of America TIAA Access Lifecycle 2050 T4	Mutual Funds	—	—	$34K	0.2%
Teachers Insurance and Annuity Association of America TIAA Access Lg-Cap Val T4	Mutual Funds	—	—	$34K	0.1%
College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2025 T4	Mutual Funds	—	—	$33K	0.1%
Teachers Insurance and Annuity Association of America TIAA Access Mid-Cap Gr T4	Mutual Funds	—	—	$28K	0.1%
Vanguard Small Cap Index Adm	Mutual Funds	—	—	$26K	0.1%
Teachers Insurance and Annuity Association of America TIAA Access Mid-Cap Val T4	Mutual Funds	—	—	$19K	<0.1%
Teachers Insurance and Annuity Association of America TIAA Access Sm-Cap Bl Idx T4	Common Collective Trusts	—	—	$18K	<0.1%
College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2055 T4	Mutual Funds	—	—	$17K	<0.1%
Teachers Insurance and Annuity Association of America CREF Core Bond R1	Mutual Funds	—	—	$17K	<0.1%
College Retirement Equities Fund variable annuities TIAA Access Nuv Equity Idx T4	Common Collective Trusts	—	—	$8K	<0.1%
Teachers Insurance and Annuity Association of America TIAA Access Lifecycle 2055 T4	Mutual Funds	—	—	$4K	<0.1%
Teachers Insurance and Annuity Association of America TIAA Access Lifecycle 2045 T4	Mutual Funds	—	—	$2K	<0.1%