San Francisco
Walnut Creek, CA
San Francisco of Walnut Creek, CA is the broker of record on 26 Form 5500 Schedule A filings covering 26 employer benefit plans across 2 states, with $0 in reported broker commissions (plan year 2024).
Quick answer
San Francisco (Walnut Creek, CA) is the broker of record for 26 employer benefit plan sponsors on 26 Form 5500 Schedule A filings, plan year 2024.
- How many employer clients does San Francisco have?
- San Francisco is named as broker on Form 5500 Schedule A filings for 26 distinct plan sponsors in 2 states.
- Who are San Francisco's largest employer clients?
- By plan participants, the largest include Community Initiatives (522 participants), Self Help For The Elderly (476 participants) and Central Valley Training Center (462 participants).
- Where is San Francisco located?
- San Francisco is based in Walnut Creek, CA and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming San Francisco on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Community Initiatives | CA | 522 | 2024-12-31 |
| Self Help For The Elderly | CA | 476 | 2024-12-31 |
| Central Valley Training Center | CA | 462 | 2024-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.