Community Research Foundation 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Community Research Foundation
  • Sponsor EIN: 953248148
  • Sponsor Address: 1202 MORENA BLVD, SAN DIEGO, CA, 92110
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 965
  • Total Assets: $39.3M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023965$39.3M$2.2M$2.5M
2022986$32.9M$2.3M$2.3M

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