Back to filter
Original filing (PDF)20250530120611NAL0008064129001
WAKELAND HOUSING & DEVELOPMENT C
Form 5500-SF
FILING_RECEIVED
WAKELAND HOUSING & DEVELOPMENT CORP. 401K PLAN
401(k) retirement plan
Active participants
49
Accounts w/ balance
88
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WAKELAND HOUSING & DEVELOPMENT C.
Plan sponsor
Name
WAKELAND HOUSING & DEVELOPMENT C
EIN
33-0833640
Address
1230 COLUMBIA STREET · SUITE 950 · SAN DIEGO, CA · 92101
Phone
(619) 677-2340
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
2025-05-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA
ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN
$6.6M · 310 participants
CONNECTICUT FOODSHARE INC.
THE CONNECTICUT FOODSHARE, INC. RETIREMENT PLAN
$6.6M · 118 participants
RURAL RESOURCES COMMUNITY ACTION
403(B) THRIFT PLAN OF RURAL RESOURCES COMMUNITY ACTION
$6.5M · 317 participants
NATIONAL COMMUNITY REINVESTMENT COALITION
NATIONAL COMMUNITY REINVESTMENT COALITION 401(K) PROFIT SHARING PLAN
$6.7M · 59 participants
MINNESOTA HUMANITIES CENTER
SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MINNESOTA HUMANITIES CENTER
$6.7M · 34 participants
INFO LINE OF SAN DIEGO COUNTY
403(B) THRIFT PLAN OF INFO LINE OF SAN DIEGO COUNTY
$6.4M · 294 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
