How big is Filoli Center's plan?

Filoli Center's plan reported $8.7M in assets and 139 participants for 2024.

Original filing (PDF)20250506092801NAL0020117074001

Filoli Center

Name: Filoli Center — Filoli Center 401(k) Plan, Form 5500 (2024)
Creator: Filoli Center
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Filoli Center 401(k) Plan

401(k) retirement plan · Filoli Center's Filoli Center 401(k) Plan held $8.7M in plan assets for 139 participants in 2024.

Signals · 1

No auditor on file

Active participants

139

Accounts w/ balance

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

People on this filing

Priya Yadav signed Filoli Center's 2024 Form 5500 as plan administrator.

Priya Yadav — 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

Filoli Center's EIN is 95-2996648.

EIN 95-2996648

Plan number 001

Plan year 2024

ACK ID 20250506092801NAL0020117074001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Filoli Center's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FILOLI CENTER.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Helping the score