How big is California Scottish Rite Foundation's plan?

California Scottish Rite Foundation's plan reported $763K in assets and 16 participants for 2025.

Original filing (PDF)20260508144031NAL0003910001001

California Scottish Rite Foundation

Name: California Scottish Rite Foundation — California, Form 5500 (2025)
Creator: California Scottish Rite Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

California Scottish Rite Foundation 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · California Scottish Rite Foundation's California Scottish Rite Foundation 401(k) Profit Sharing Plan and Trust held $763K in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$763K

Net assets (EOY)

$763K

People on this filing

Charles P Cross signed California Scottish Rite Foundation's 2025 Form 5500 as plan administrator.

Charles P Cross — 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

California Scottish Rite Foundation's EIN is 94-6078728.

EIN 94-6078728

Plan number 001

Plan year 2025

ACK ID 20260508144031NAL0003910001001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for California Scottish Rite Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

California Scottish Rite Foundation's plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALIFORNIA SCOTTISH RITE FOUNDATION.

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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