· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
EVELYN AND WALTER HAAS, JR. FUND — HAAS JR FUND PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250723203647NAL0004585361001
EVELYN AND WALTER HAAS, JR. FUND
Form 5500-SF
FILING_RECEIVED
HAAS JR FUND PENSION PLAN
Defined-contribution retirement plan
Active participants
16
Accounts w/ balance
32
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
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
EVELYN AND WALTER HAAS, JR. FUND
.
Find decision makers
Plan sponsor
Name
EVELYN AND WALTER HAAS, JR. FUND
EIN
94-6068932
Address
450 SANSOME ST, 16TH FLOOR · SAN FRANCISCO, CA · 94111
Phone
(415) 856-1400
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
2025-07-23
Pension benefit codes
2C · Money purchase (other than target benefit)
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
NATIONAL BLEEDING DISORDERS FOUNDATION
NATIONAL BLEEDING DISORDERS FOUNDATION DC RETIREMENT PLAN
$8.8M · 74 participants
CALIFORNIA ASSOCIATION OF HEALTH FACILITIES
CALIFORNIA ASSOCIATION OF HEALTH FACILITIES 401(K) PLAN
$8.8M · 30 participants
NATIVE AMERICAN COMMUNITY HEALTH
403(B) THRIFT PLAN FOR EMPLOYEES OF NATIVE AMERICAN COMMUNITY HEALTH CENTER, INC.
$8.8M · 174 participants
ORT AMERICA, INC.
EMPLOYEES' PENSION PLAN OF AMERICAN ORT, INC.
$8.8M · 3 participants
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.
Small plan (5500-SF) — Schedule H data not available.
COMMUNITY ACTION ORGANIZATION OF SCIOTO COUNTY, INC.
C.A.O. OF SCIOTO COUNTY 403(B) PLAN
$8.8M · 358 participants
AUTISM SOCIETY OF NORTH CAROLINA, INC.
AUTISM SOCIETY OF NORTH CAROLINA 401(K) PROFIT SHARING PLAN
$8.8M · 735 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
