Back to filter
Original filing (PDF)20250408145817NAL0034524370001
EASTERN LOS ANGELES REGIONAL CENTER FOR THE DEVELOPMENTALLY DISABLED
Form 5500
FILING_RECEIVED
TAX DEFERRED ANNUITY PLAN OF EASTERN LOS ANGELES REGIONAL CENTER FOR THE DEVELOPMENTALLY DISABLED, INC.
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
460
Accounts w/ balance
122
Plan assets (EOY)
$10.7M
Net assets (EOY)
$10.7M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
88
/ 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
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 27% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EASTERN LOS ANGELES REGIONAL CENTER FOR THE DEVELOPMENTALLY DISABLED.
Plan sponsor
Name
EASTERN LOS ANGELES REGIONAL CENTER FOR THE DEVELOPMENTALLY DISABLED
EIN
23-7049877
Address
PO BOX 7916 · ALHAMBRA, CA · 918027916
Phone
(626) 299-4700
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-08
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2F · ERISA section 404(c)
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsInsurance
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | INSURANCE CARRIER | $268 | — |
Investments
1 pooled fund· $5.2M(49% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 003 | Pooled Separate Account | $5.2M | 49.1% |
Related plans
Other plans using MUTUAL OF AMERICA INVESTMENT CORP
ILLINOIS INSTITUTE OF TECHNOLOGY
ILLINOIS INSTITUTE OF TECHNOLOGY TAX DEFERRED ANNUITY PLAN
$598.0M · 1,035 participants
EMPLOYSHARE, INC.
EMPLOYSHARE, INC. 401(K) PROFIT SHARING PLAN
$78.0M · 671 participants
SEA-MAR COMMUNITY HEALTH CENTERS
EMPLOYEE BENEFIT PLAN OF SEA-MAR COMMUNITY HEALTH CENTERS
$73.3M · 2,704 participants
BALDOR SPECIALTY FOODS, INC.
BALDOR SPECIALTY FOODS, INC. 401(K) PROFIT SHARING PLAN
$67.6M · 3,399 participants
SPECIAL SERVICE FOR GROUPS, INC.
403(B) THRIFT PLAN FOR EMPLOYEES OF SPECIAL SERVICE FOR GROUPS, INC.
$62.8M · 2,487 participants
RICHARD J. CARON FOUNDATION
SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF RICHARD J. CARON FOUNDATION
$61.0M · 648 participants
Similar-size Other Services (ex. Public Admin) plans
AMERICAN COUNCIL OF LEARNED SOCIETIES
AMERICAN COUNCIL OF LEARNED SOCIETIES DC RETIREMENT PLAN
$10.7M · 41 participants
CENTER FOR FRATERNAL EXCELLENCE, INC.
CFE 401(K) PLAN
$10.7M · 133 participants
DELAWARE RIVER WATERFRONT CORPORATION
DELAWARE RIVER WATERFRONT CORPORATION RETIREMENT PLAN
$10.7M · 31 participants
GLIDE FOUNDATION
GLIDE FOUNDATION 403(B) PLAN
$10.6M · 184 participants
PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE
PCRM RETIREMENT SAVINGS PLAN
$10.7M · 108 participants
GEORGIA TECH ALUMNI ASSOCIATION
GEORGIA TECH ALUMNI ASSOCIATION 401(K) PLAN
$10.6M · 40 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B