Original filing (PDF)20251015130621NAL0002338403001

ST. JUDE NEIGHBORHOOD HEALTH CENTERS

Name: ST. JUDE NEIGHBORHOOD HEALTH CENTERS — ST. JUDE NEIGHBORHOOD HEALTH CENTERS 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ST. JUDE NEIGHBORHOOD HEALTH CENTERS

Form 5500

FILING_RECEIVED

ST. JUDE NEIGHBORHOOD HEALTH CENTERS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 3

Possibly inadequate fidelity bond~78 bps in Sched C feesNo recordkeeper disclosed

Active participants

121

Accounts w/ balance

144

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

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

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

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ST. JUDE NEIGHBORHOOD HEALTH CENTERS.

Plan sponsor

Name

ST. JUDE NEIGHBORHOOD HEALTH CENTERS

EIN

45-3977605

Address

731 S. HIGHLAND AVENUE · FULLERTON, CA · 92832

Phone

(714) 771-8000

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

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

2 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
VAN GUARD GROUP INC	23-1945930	—	FINANCIAL INSTITUTION	$24K	—
SAGEVIEW ADVISORY GROUP	33-0818667	—	—	$19K	—

Investments

30 direct securities· $5.2M(95% of reported assets)

Other securities

$4.9M

28 holdings

Cash / Money Market

$306K

1 holding

Bonds / Notes

$8K

1 holding

					% of plan
Vanguard Target Retirement 2040 Fund Mutual Fund	Other securities	—	—	$913K	16.6%
Vanguard Target Retirement 2035 Fund Mutual Fund	Other securities	—	—	$718K	13.1%
Vanguard Target Retirement 2045 Fund Mutual Fund	Other securities	—	—	$650K	11.8%
Vanguard Target Retirement 2055 Fund Mutual Fund	Other securities	—	—	$460K	8.4%
Fidelity 500 Index Fund Mutual Fund	Other securities	—	—	$308K	5.6%
Vanguard Federal Money Market Inv Mutual Fund	Cash / Money Market	—	—	$306K	5.6%
Vanguard Target Retirement 2050 Fund Mutual Fund	Other securities	—	—	$284K	5.2%
Vanguard Target Retirement 2025 Fund Mutual Fund	Other securities	—	—	$276K	5.0%
JPMorgan U.S. Equity R6 Mutual Fund	Other securities	—	—	$161K	2.9%
Vanguard Target Retirement 2030 Fund Mutual Fund	Other securities	—	—	$137K	2.5%
Vanguard Target Retirement 2060 Fund Mutual Fund	Other securities	—	—	$134K	2.4%
PIMCO Income Fund Institutional Class Mutual Fund	Other securities	—	—	$119K	2.2%
AB Large Cap Growth Z Mutual Fund	Other securities	—	—	$114K	2.1%
Vanguard Equity Income Admiral Mutual Fund	Other securities	—	—	$108K	2.0%
Vanguard Target Retirement 2020 Fund Mutual Fund	Other securities	—	—	$89K	1.6%
Vanguard Value Index Admiral Mutual Fund	Other securities	—	—	$58K	1.0%
Vanguard Mid Cap Index Admiral Mutual Fund	Other securities	—	—	$55K	1.0%
Vanguard Target Retirement 2065 Fund Mutual Fund	Other securities	—	—	$46K	0.8%
Vanguard Total Intl Stock Index Admiral Mutual Fund	Other securities	—	—	$43K	0.8%
Vanguard Target Retirement Income Fund Mutual Fund	Other securities	—	—	$41K	0.7%
Vanguard Mid-Cap Growth Index Admiral Mutual Fund	Other securities	—	—	$34K	0.6%
Vanguard Mid-Cap Value Index Admiral Mutual Fund	Other securities	—	—	$31K	0.6%
Vanguard Small-Cap Growth Index Admiral Mutual Fund	Other securities	—	—	$31K	0.6%
American Funds EuroPacific Gr R6 Mutual Fund	Other securities	—	—	$30K	0.6%
Vanguard Total Bond Market Index Admiral Mutual Fund	Other securities	—	—	$17K	0.3%
Vanguard Growth Index Admiral Mutual Fund	Other securities	—	—	$17K	0.3%
Participant Loans to participants, bearing interest at 9.5%	Bonds / Notes	—	—	$8K	0.2%
T.Rowe Price Small-Cap Value I Mutual Fund	Other securities	—	—	$5K	<0.1%
Vanguard Short-Term Bond Index Mutual Fund	Other securities	—	—	$3K	<0.1%
Vanguard Target Retirement 2070 Fund Mutual Fund	Other securities	—	—	$1K	<0.1%