How big is Evelyn and Walter HAAS, Jr. Fund's plan?

Evelyn and Walter HAAS, Jr. Fund's plan reported $8.8M in assets and 16 participants for 2024.

Original filing (PDF)20250723203647NAL0004585361001

Evelyn and Walter HAAS, Jr. Fund

Name: Evelyn and Walter HAAS, Jr. Fund — HAAS Jr. Fund, Form 5500 (2024)
Creator: Evelyn and Walter HAAS, Jr. Fund
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HAAS Jr. Fund Pension Plan

Defined-contribution retirement plan · Evelyn and Walter HAAS, Jr. Fund's HAAS Jr. Fund Pension Plan held $8.8M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.8M

Net assets (EOY)

$8.8M

People on this filing

Marcos Orozco III signed Evelyn and Walter HAAS, Jr. Fund's 2024 Form 5500 as plan administrator.

Marcos Orozco III — 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

Evelyn and Walter HAAS, Jr. Fund's EIN is 94-6068932.

EIN 94-6068932

Plan number 001

Plan year 2024

ACK ID 20250723203647NAL0004585361001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Evelyn and Walter HAAS, Jr. Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Evelyn and Walter HAAS, Jr. Fund's plan includes money-purchase contributions, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EVELYN AND WALTER HAAS, JR. FUND.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

EVELYN AND WALTER HAAS, JR. FUND

EIN

all filings

Address

450 SANSOME ST, 16TH FLOOR · SAN FRANCISCO, CA · 94111

Phone

(415) 856-1400

Industry

Other Services (ex. Public Admin)

Plan administrator