Back to filter
Original filing (PDF)20251013190907NAL0002617008001
CESAR CHAVEZ FOUNDATION
Form 5500-SF
FILING_RECEIVED
CESAR CHAVEZ FOUNDATION 403(B) PLAN
403(b) retirement plan
Signals · 1
No auditor on file
Active participants
291
Accounts w/ balance
29
Plan assets (EOY)
$884K
Net assets (EOY)
$884K
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 10% as many balances as active participants — suggests many active employees aren't deferring.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CESAR CHAVEZ FOUNDATION.
Plan sponsor
Name
CESAR CHAVEZ FOUNDATION
EIN
95-2466747
Address
29700 WOODFORD-TEHACHAPI ROAD · KEENE, CA · 93531
Phone
(661) 823-6271
Industry
Other Services (ex. Public Admin)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
2025-10-13
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
GPA MIDSTREAM ASSOCIATION
GPA MIDSTREAM ASSOCIATION 401(K) PLAN
$885K · 9 participants
UNIVERSAL HOUSING DEVELOPMENT CORPORATION
UNIVERSAL HOUSING DEVELOPMENT CORPORATION 401(K) PLAN
$885K · 17 participants
CARDWELL LUMBER INC.
CARDWELL LUMBER INC. 401(K) PLAN
$884K · 93 participants
THE SOCIETY FOR THE PSYCHOLOGICAL STUDY OF SOCIAL ISSUES
THE SOCIETY FOR THE PSYCHOLOGICAL STUDY OF SOCIAL ISSUES 403(B) PLAN
$885K · 3 participants
BISMARCK-MANDAN CONVENTION & VISITORS BUREAU
BISMARCK-MANDAN CONVENTION & VISITORS BUREAU 401(K) PLAN
$884K · 20 participants
KALAMAZOO PROMISE
KALAMAZOO PROMISE
$885K · 14 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