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THE SIERRA CLUB FOUNDATION — THE SIERRA CLUB FOUNDATION 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250918112450NAL0000629555001
THE SIERRA CLUB FOUNDATION
Form 5500-SF
FILING_RECEIVED
THE SIERRA CLUB FOUNDATION 403(B) PLAN
403(b) retirement plan
Active participants
10
Accounts w/ balance
15
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
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
THE SIERRA CLUB FOUNDATION
.
Find decision makers
Plan sponsor
Name
THE SIERRA CLUB FOUNDATION
EIN
94-6069890
Address
2101 WEBSTER STREET · SUITE 1250 · OAKLAND, CA · 94612
Phone
(415) 995-1789
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
2025-09-18
Pension benefit codes
2M · 403(b)(7) custodial accounts
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
THE WOODEN FLOOR
THE WOODEN FLOOR 403(B) PLAN
$2.4M · 51 participants
NEW YORK FOUNDATION, INC.
NEW YORK FOUNDATION, INC. TAX DEFERRED ANNUITY PLAN
$2.4M · 7 participants
BALTIMORE CURRICULUM PROJECT, INC.
FORUS 401(K)
$2.4M · 80 participants
COLLEGE FUTURES FOUNDATION
COLLEGE FUTURES FOUNDATION PROFIT SHARING PLAN
$2.4M · 15 participants
OREGON ENVIRONMENTAL COUNCIL
OREGON ENVIRONMENTAL COUNCIL 401(K) PROFIT SHARING PLAN
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.4M · 15 participants
PACIFIC PARK PLAZA HO
PACIFIC PARK PLAZA HO 401(K) PROFIT SHARING PLAN & TRUST
$2.4M · 25 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
