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Original filing (PDF)20251117110415NAL0003362898001

EASTERN SIERRA COMMUNITY SERVICE DISTRICT

Form 5500-SF
FILING_RECEIVED
EASTERN SIERRA COMMUNITY SERVICE DISTRICT MONEY PURCHASE PENSION PLAN
Defined-contribution retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
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 EASTERN SIERRA COMMUNITY SERVICE DISTRICT.
Plan sponsor
Name
EASTERN SIERRA COMMUNITY SERVICE DISTRICT
EIN
95-3248391
Address
301 WEST LINE STREET · SUITE D · BISHOP, CA · 93514
Phone
(760) 872-1415
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-11-17
Pension benefit codes
2C · Money purchase (other than target benefit)
2G · Total participant-directed accounts
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 providers

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