Original filing (PDF)20251014164258NAL0003312817001

HERALD CHRISTIAN HEALTH CENTER

Name: HERALD CHRISTIAN HEALTH CENTER — HERALD CHRISTIAN HEALTH CENTER RETIREMENT PLAN, Form 5500 (2024)
Creator: HERALD CHRISTIAN HEALTH CENTER

Form 5500

FILING_RECEIVED

HERALD CHRISTIAN HEALTH CENTER RETIREMENT PLAN

401(k) retirement plan

Signals · 1

29% in single holding

Active participants

221

Accounts w/ balance

158

Plan assets (EOY)

$11.1M

Net assets (EOY)

$11.1M

How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (23rd percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERALD CHRISTIAN HEALTH CENTER.

Plan sponsor

Name

HERALD CHRISTIAN HEALTH CENTER

EIN

20-3492620

Address

3401 AEROJET AVE · EL MONTE, CA · 917312801

Phone

(626) 286-8700

Industry

Other Services (ex. Public Admin)see 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

2025-10-14

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

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

2J · 401(k) feature

2E · Profit-sharing

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA SEC. CORP LLC	—	NEW YORK, NY	RECORD KEEPER	$45K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILSHIRE ASSOCIATES INC.	—	SANTA MONICA, CA	FIDUCIARY ADVISOR	$5K	—

Investments

28 direct securities· $10.7M(96% of reported assets)

Other securities

$10.1M

25 holdings

Cash / Money Market

$479K

1 holding

U.S. Treasuries

$90K

1 holding

Common Collective Trusts

$29K

1 holding

					% of plan
. MUTUAL FUND Mutual of America T. Rowe Price Blue Chip Growth I	Other securities	—	—	$3.1M	28.0%
. MUTUAL FUND Mutual of America MoA Clear Passage 2035 Fund	Other securities	—	—	$1.4M	12.9%
. MUTUAL FUND Mutual of America MoA Clear Passage 2040 Fund	Other securities	—	—	$877K	7.9%
. MUTUAL FUND Mutual of America MoA Equity Index Fund	Other securities	—	—	$852K	7.7%
. MUTUAL FUND Mutual of America MoA Clear Passage 2030 Fund	Other securities	—	—	$697K	6.3%
. MUTUAL FUND Mutual of America Dodge & Cox Stock	Other securities	—	—	$494K	4.4%
. MUTUAL FUND Mutual of America Vanguard Treasury Money Market Investor	Cash / Money Market	—	—	$479K	4.3%
. MUTUAL FUND Mutual of America MoA Clear Passage 2045 Fund	Other securities	—	—	$455K	4.1%
. MUTUAL FUND Mutual of America MoA Clear Passage 2050 Fund	Other securities	—	—	$414K	3.7%
. MUTUAL FUND Mutual of America MoA Clear Passage 2055 Fund	Other securities	—	—	$358K	3.2%
. MUTUAL FUND Mutual of America MoA Clear Passage 2020 Fund 0 . MUTUAL FUND Mutual of America MoA Clear Passage 2025 Fund	Other securities	—	—	$337K	3.0%
. MUTUAL FUND Mutual of America MoA Retirement Income Fund	Other securities	—	—	$330K	3.0%
. MUTUAL FUND Mutual of America Delaware Small Cap Value R6	Other securities	—	—	$188K	1.7%
. MUTUAL FUND Mutual of America MoA Clear Passage 2065 Fund	Other securities	—	—	$130K	1.2%
. MUTUAL FUND Mutual of America MoA Clear Passage 2060 Fund	Other securities	—	—	$98K	0.9%
. MUTUAL FUND Mutual of America Calvert Bond R6	U.S. Treasuries	—	—	$90K	0.8%
. MUTUAL FUND Mutual of America MoA Mid Cap Equity Index Fund	Other securities	—	—	$79K	0.7%
. MUTUAL FUND Mutual of America Victory RS Small Cap Growth R6	Other securities	—	—	$78K	0.7%
. MUTUAL FUND Mutual of America Vanguard International Growth Adm	Other securities	—	—	$43K	0.4%
. COLLECTIVE TRUST FUND Mutual of America Invesco Stable Value Trust A1 120 . PARTICIPANT LOANS Mutual of America Loan Fund	Common Collective Trusts	—	—	$29K	0.3%
. MUTUAL FUND Mutual of America Calvert US Large Cap Core Rspnb Idx R6	Other securities	—	—	$28K	0.2%
. MUTUAL FUND Mutual of America MoA Small Cap Equity Index Fund	Other securities	—	—	$20K	0.2%
. MUTUAL FUND Mutual of America BlackRock Mid-Cap Growth Equity K	Other securities	—	—	$16K	0.1%
. MUTUAL FUND Mutual of America MoA International Fund	Other securities	—	—	$11K	<0.1%
. MUTUAL FUND Mutual of America Vanguard Total Bond Market Index Adm	Other securities	—	—	$9K	<0.1%
. MUTUAL FUND Mutual of America Vanguard Real Estate Index Admiral	Other securities	—	—	$8K	<0.1%
. MUTUAL FUND Mutual of America MFS Mid Cap Value R6	Other securities	—	—	$3K	<0.1%
. MUTUAL FUND Mutual of America Calvert International Responsible Idx R6	Other securities	—	—	$2K	<0.1%