Original filing (PDF)20250717174406NAL0001299858001

SAN DIEGO COUNTY BAR ASSOCIATION

Name: SAN DIEGO COUNTY BAR ASSOCIATION — SAN DIEGO COUNTY BAR ASSOCIATION RETIREMENT BENEFIT PLAN, Form 5500 (2024)
Creator: SAN DIEGO COUNTY BAR ASSOCIATION

Form 5500-SF

FILING_RECEIVED

SAN DIEGO COUNTY BAR ASSOCIATION RETIREMENT BENEFIT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAN DIEGO COUNTY BAR ASSOCIATION.

Plan sponsor

Name

SAN DIEGO COUNTY BAR ASSOCIATION

EIN

95-1732225

Address

330 A STREET · SAN DIEGO, CA · 92101

Phone

(619) 321-4124

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-17

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

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