How big is SAVE the Bay's plan?

SAVE the Bay's plan reported $1.9M in assets and 26 participants for 2024.

Original filing (PDF)20260112215819NAL0005643475001

SAVE the Bay

Name: SAVE the Bay — SAVE the Bay Tax Sheltered Annuity, Form 5500 (2024)
Creator: SAVE the Bay
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SAVE the Bay Tax Sheltered Annuity Plan

403(b) retirement plan · SAVE the Bay's SAVE the Bay Tax Sheltered Annuity Plan held $1.9M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

David Lewis signed SAVE the Bay's 2024 Form 5500 as plan administrator.

David Lewis — 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

SAVE the Bay's EIN is 94-6078420.

EIN 94-6078420

Plan number 001

Plan year 2024

ACK ID 20260112215819NAL0005643475001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SAVE the Bay from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SAVE the Bay's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAVE THE BAY.

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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