How big is Community Action Partner's plan?

Community Action Partner's plan reported $5.7M in assets and 97 participants for 2024.

Original filing (PDF)20250617162104NAL0002655648001

Community Action Partner

Name: Community Action Partner — Community Action, Form 5500 (2024)
Creator: Community Action Partner
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Community Action Partnership of San Bernardino County 403(b) Plan

403(b) retirement plan · Community Action Partner's Community Action Partnership of San Bernardino County 403(b) Plan held $5.7M in plan assets for 97 participants in 2024.

Active participants

Accounts w/ balance

105

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

People on this filing

Richard Schmidt signed Community Action Partner's 2024 Form 5500 as plan administrator.

Richard Schmidt — 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

Community Action Partner's EIN is 95-2376882.

EIN 95-2376882

Plan number 001

Plan year 2024

ACK ID 20250617162104NAL0002655648001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Community Action Partner's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 COMMUNITY ACTION PARTNER.

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Plan health score

Above-average plan

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