Original filing (PDF)20241223110946NAL0015259488001

WESTERN FOUNDATION OF VERTEBRATE ZOOLOGY

Name: WESTERN FOUNDATION OF VERTEBRATE ZOOLOGY — BLEITZ WILDLIFE FOUNDATION 403B TDA 776, Form 5500 (2023)
Creator: WESTERN FOUNDATION OF VERTEBRATE ZOOLOGY

Form 5500-SF

FILING_RECEIVED

BLEITZ WILDLIFE FOUNDATION 403B TDA 776

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTERN FOUNDATION OF VERTEBRATE ZOOLOGY.

Plan sponsor

Name

WESTERN FOUNDATION OF VERTEBRATE ZOOLOGY

EIN

95-6096078

Address

439 CALLE SAN PABLO · CAMARILLO, CA · 930128506

Phone

(805) 388-9944

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

076

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-05-31

Filed

2024-12-23

Pension benefit codes

2L · 403(b)(1) annuity

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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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