Original filing (PDF)20251011130547NAL0013921776001

CENTRAL COAST HOME HEALTH, INC.

Name: CENTRAL COAST HOME HEALTH, INC. — CENTRAL COAST HOME HEALTH RETIREMENT PLAN, Form 5500 (2024)
Creator: CENTRAL COAST HOME HEALTH, INC.

Form 5500

FILING_RECEIVED

CENTRAL COAST HOME HEALTH RETIREMENT PLAN

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

409

Accounts w/ balance

450

Plan assets (EOY)

$21.5M

Net assets (EOY)

$21.5M

How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade B

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

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTRAL COAST HOME HEALTH, INC..

Plan sponsor

Name

CENTRAL COAST HOME HEALTH, INC.

EIN

32-0232613

Address

253 GRANADA DRIVE · SUITE D · SAN LUIS OBISPO, CA · 93401

Phone

(805) 543-2244

Industry

Health Care & Social Assistancesee 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

2025-10-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$7K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$6K	—

Investments

31 direct securities· $21.2M(99% of reported assets)

Other securities

$20.7M

29 holdings

Bonds / Notes

$317K

1 holding

Cash / Money Market

$203K

1 holding

					% of plan
Fidelity - Freedom 2035 K Mutual fund	Other securities	—	—	$3.2M	14.9%
Fidelity - Freedom 2040 K Mutual fund	Other securities	—	—	$2.6M	12.2%
Fidelity - Freedom 2050 K Mutual fund	Other securities	—	—	$2.5M	11.5%
Fidelity - Freedom 2045 K Mutual fund	Other securities	—	—	$2.4M	11.3%
Fidelity - Freedom 2025 K Mutual fund	Other securities	—	—	$1.7M	8.1%
Fidelity - 500 Index Fund Mutual fund	Other securities	—	—	$1.7M	7.8%
Fidelity - Blue Chip Growth Fund Mutual fund	Other securities	—	—	$1.5M	7.0%
Fidelity - Freedom 2030 K Mutual fund	Other securities	—	—	$1.2M	5.5%
Fidelity - Freedom 2055 K Mutual fund	Other securities	—	—	$870K	4.1%
Fidelity - Freedom 2060 K Mutual fund	Other securities	—	—	$364K	1.7%
Participant Loans Interest rates: 3.25% - 8.5% -0-	Bonds / Notes	—	—	$317K	1.5%
Fidelity - Freedom 2070 K Mutual fund ** 155 Buffalo - Discovery Fund Mutual fund	Other securities	—	—	$246K	1.1%
Fidelity - Small Cap Index Fund Mutual fund	Other securities	—	—	$236K	1.1%
Fidelity - Capital & Income Fund Mutual fund	Other securities	—	—	$223K	1.0%
Fidelity - Freedom 2020 K Mutual fund	Other securities	—	—	$222K	1.0%
Fidelity - International Index Fund Mutual fund	Other securities	—	—	$209K	1.0%
Fidelity - Government Money Market Fund Mutual fund - money market	Cash / Money Market	—	—	$203K	0.9%
JPMorgan U.S. Value Fund Class R6 Mutual fund	Other securities	—	—	$201K	0.9%
Fidelity - Mid Cap Index Fund Mutual fund	Other securities	—	—	$201K	0.9%
MFS Mid Cap Value Fund Class R3 Mutual fund	Other securities	—	—	$177K	0.8%
Fidelity - U.S. Bond Index Fund Mutual fund	Other securities	—	—	$161K	0.7%
Fidelity - Overseas Fund Mutual fund	Other securities	—	—	$143K	0.7%
Fidelity - Small Cap Growth Fund Mutual fund	Other securities	—	—	$127K	0.6%
Fidelity - Emerging Markets Fund Mutual fund	Other securities	—	—	$110K	0.5%
Metropolitan West - Total Return Bond Fund Class M Mutual fund	Other securities	—	—	$106K	0.5%
Fidelity - Freedom 2065 K Mutual fund	Other securities	—	—	$95K	0.4%
Fidelity - Balanced Fund Mutual fund	Other securities	—	—	$74K	0.3%
PIMCO - Income Fund Administrative Class Mutual fund	Other securities	—	—	$53K	0.2%
Fidelity - Freedom 2010 K Mutual fund	Other securities	—	—	$38K	0.2%
T. Rowe Price Dividend Growth Fund Mutual fund	Other securities	—	—	$36K	0.2%
Fidelity - Freedom 2015 K Mutual fund	Other securities	—	—	$9K	<0.1%