Original filing (PDF)20250506092801NAL0020117074001

FILOLI CENTER

Name: FILOLI CENTER — FILOLI CENTER 401(K) PLAN, Form 5500 (2024)
Creator: FILOLI CENTER

Form 5500-SF

FILING_RECEIVED

FILOLI CENTER 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

139

Accounts w/ balance

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FILOLI CENTER.

Plan sponsor

Name

FILOLI CENTER

EIN

95-2996648

Address

86 CANADA ROAD · WOODSIDE, CA · 94062

Phone

(650) 364-8300

Industry

Arts, Entertainment, Recreationsee 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

2025-05-06

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Arts, Entertainment, Recreation plans

CORTINA PRODUCTIONS INC

CORTINA PRODUCTIONS INC 401K PROFIT SHARING PLAN AND TRUST

$8.8M · 55 participants

CHANTICLEER FOUNDATION

CHANTICLEER FOUNDATION 403(B) TAX DEFERRED ANNUITY PLAN

$8.8M · 24 participants

HISTORIC DEERFIELD INC.

HISTORIC DEERFIELD, INC. DC RETIREMENT PLAN

$8.8M · 158 participants

SANTA BARBARA MUSEUM OF ART

SANTA BARBARA MUSEUM OF ART 403(B) PLAN

$8.9M · 91 participants

MEMPHIS ZOOLOGICAL SOCIETY

MEMPHIS ZOOLOGICAL SOCIETY RETIREMENT PLAN