· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
RANCHO SANTA ANA BOTANIC GARDEN — RANCHO SANTA ANA BOTANIC GARDEN DEFINED CONTRIBUTION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250430194021NAL0002364929001
RANCHO SANTA ANA BOTANIC GARDEN
Form 5500-SF
FILING_RECEIVED
RANCHO SANTA ANA BOTANIC GARDEN DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Active participants
51
Accounts w/ balance
66
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
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
RANCHO SANTA ANA BOTANIC GARDEN
.
Find decision makers
Plan sponsor
Name
RANCHO SANTA ANA BOTANIC GARDEN
EIN
95-1664113
Address
1500 NORTH COLLEGE AVENUE · CLAREMONT, CA · 91711
Phone
(909) 625-8767
Industry
Arts, Entertainment, Recreation
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
2025-04-30
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Arts, Entertainment, Recreation plans
TAFT MUSEUM OF ART
TAFT MUSEUM OF ART RETIREMENT SAVINGS PLAN
$1.8M · 78 participants
MOUNT DESERT LAND AND GARDEN
MOUNT DESERT LAND AND GARDEN 401(K) PROFIT SHARING PLAN & TRUST
$1.8M · 68 participants
HISTORIC BETHLEHEM MUSEUMS & SITES, INC.
HISTORIC BETHLEHEM MUSEUMS & SITES, INC. 403(B) PLAN
$1.8M · 10 participants
OHIO CAVERNS, INC.
OHIO CAVERNS, INC. 401(K) PROFIT SHARING PLAN
$1.8M · 7 participants
BAY.ORG
BAY.ORG 403(B) 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.
$1.8M · 63 participants
VERO BEACH MUSEUM OF ART, INC.
VERO BEACH MUSEUM OF ART INC. 403 B PLAN
$1.8M · 31 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
