· 2022–2024 · DOL EFAST2

HELEN WOODWARD ANIMAL CENTER — HELEN WOODWARD ANIMAL CENTER 403(B) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251014155819NAL0001623779001

HELEN WOODWARD ANIMAL CENTER

Form 5500

FILING_RECEIVED

HELEN WOODWARD ANIMAL CENTER 403(B) RETIREMENT PLAN

403(b) retirement plan

Signals · 2

Late participant contributions100% in single holding

Active participants

183

Accounts w/ balance

185

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

How this plan invests

This plan

1 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

93

Total plan cost

49

Plan health

64

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 30K (4% of contributions).

Decision-maker contacts

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

Plan sponsor

Name

HELEN WOODWARD ANIMAL CENTER

EIN

23-7228287

Address

6523 HELEN WOODWARD WAY, SUITE 100 · RANCHO SANTA FE, CA · 92067

Phone

(858) 756-4117

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

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

CONSIDINE & CONSIDINE

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

1

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$26K	—

Other service providers

1

Name	EIN	Location	Relation	Direct comp	Indirect comp
MMA SECURITIES LLC	22-3570392	—	NONE	$24K	—

Investments

1 direct security· $7.3M(100% of reported assets)

PI						% of plan
	Page 19	Other securities	—	—	$7.3M	99.5%

1–1 of 1

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