Original filing (PDF)20251013123235NAL0002884882001

SO CAL CDC

Name: SO CAL CDC — SO CAL CDC 403(B) DC PLAN, Form 5500 (2024)
Creator: SO CAL CDC

Form 5500-SF

FILING_RECEIVED

SO CAL CDC 403(B) DC PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$387K

Net assets (EOY)

$387K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SO CAL CDC.

Plan sponsor

Name

SO CAL CDC

EIN

27-2790053

Address

15455 SAN FERNANDO MISSION BLVD. · SUITE C-200 · MISSION HILLS, CA · 91345

Phone

(818) 638-7001

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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