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Original filing (PDF)20251015143830NAL0005155329001
CENTER FOR SOCIAL DYNAMICS INC.
Form 5500
FILING_RECEIVED
CENTER FOR SOCIAL DYNAMICS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,320
Accounts w/ balance
445
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 34% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (27 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTER FOR SOCIAL DYNAMICS INC..
Plan sponsor
Name
CENTER FOR SOCIAL DYNAMICS INC.
EIN
37-1749452
Address
1200 CONCORD AVENUE · SUITE 100 · CONCORD, CA · 94520
Phone
(510) 328-7176
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES. | 33-0785439 | — | NONE | $12K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $1K | — |
Investments
30 direct securities· $4.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $920K | 18.8% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $892K | 18.2% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $810K | 16.5% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $678K | 13.8% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $297K | 6.1% | |
| Hartford Balanced Income R6 Hartford 0 | — | — | — | $233K | 4.7% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $192K | 3.9% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $160K | 3.3% | |
| AB Large Cap Growth Z Alliance Bernstein 0 | — | — | — | $136K | 2.8% | |
| Invesco Discovery Mid Cap Growth R6 Invesco 0 | — | — | — | $109K | 2.2% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $103K | 2.1% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $42K | 0.8% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $41K | 0.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $40K | 0.8% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $40K | 0.8% | |
| Vanguard International Growth Adm Vanguard 0 | — | — | — | $38K | 0.8% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $34K | 0.7% | |
| Carillon Chartwell Small Cap R6 Carillon 0 | — | — | — | $19K | 0.4% | |
| Victory Sycamore Established Value R6 Victory 0 | — | — | — | $18K | 0.4% | |
| JPMorgan Core Bond R6 JPMorgan 0 | — | — | — | $15K | 0.3% | |
| Putnam Large Cap Value R6 Putnam 0 | — | — | — | $14K | 0.3% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $13K | 0.3% | |
| PIMCO Income Instl PIMCO 0 | — | — | — | $13K | 0.3% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $11K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $10K | 0.2% | |
| AB Global Bond Z Alliance Bernstein 0 | — | — | — | $8K | 0.2% | |
| Victory Integrity Small-Cap Value R6 Victory 0 | — | — | — | $6K | 0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $4K | <0.1% | |
| Lord Abbett Short Duration Income R6 Lord Abbett 0 | — | — | — | $3K | <0.1% | |
| MFS Government Securities R6 MFS 0 | — | — | — | $2K | <0.1% |
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