Original filing (PDF)20250515161239NAL0045154018001

THE JUNIOR STATE OF AMERICA FOUNDATION

Name: THE JUNIOR STATE OF AMERICA FOUNDATION — THE JUNIOR STATE OF AMERICA FOUNDATION DC RETIREMENT PLAN, Form 5500 (2024)
Creator: THE JUNIOR STATE OF AMERICA FOUNDATION

Form 5500-SF

FILING_RECEIVED

THE JUNIOR STATE OF AMERICA FOUNDATION DC RETIREMENT PLAN

403(b) retirement plan

Signals · 1

Late filing · 42.0 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE JUNIOR STATE OF AMERICA FOUNDATION.

Plan sponsor

Name

THE JUNIOR STATE OF AMERICA FOUNDATION

EIN

94-6050452

Address

1111 BROADWAY · SUITE 300 · OAKLAND, CA · 94607

Phone

(510) 996-8480

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2020-01-01

Tax period

2020-12-31

Filed

2025-05-15

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

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 providers

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