· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SIERRA MADRE LEARNING CENTER TOT — SIERRA MADRE LEARNING CENTER TOTAL PROGRAMS RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250606150250NAL0035574690001
SIERRA MADRE LEARNING CENTER TOT
Form 5500-SF
FILING_RECEIVED
SIERRA MADRE LEARNING CENTER TOTAL PROGRAMS RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
178
Accounts w/ balance
146
Plan assets (EOY)
$733K
Net assets (EOY)
$733K
Plan health score (directional)
77
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SIERRA MADRE LEARNING CENTER TOT
.
Find decision makers
Plan sponsor
Name
SIERRA MADRE LEARNING CENTER TOT
EIN
52-2448537
Address
370 WEST SIERRA MADRE BLVD · SIERRA MADRE, CA · 91024
Phone
(626) 355-5160
Industry
Health Care & Social Assistance
see 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
2025-06-06
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
THE BRIDGE TO RECOVERY
THE BRIDGE TO RECOVERY 403(B) PLAN
$733K · 36 participants
INDIVIDUALS NOW DBA SOCIAL ADV FOR YOUTH
SOCIAL ADVOCATES FOR YOUTH 401(K) PLAN
$733K · 59 participants
ACME PROVIDERS, INC
ACME PROVIDERS, INC 401(K) PLAN
$733K · 40 participants
LIFETIME RESOURCES INC
LIFETIME RESOURCES 401(K) RETIREMENT PLAN
$732K · 69 participants
ERICKSON SKIN SURGERY & DERMATOLOGY
ERICKSON SKIN SURGERY & DERMATOLOGY 401(K) PLAN
100
Knocking points off
No independent qualified public accountant (IQPA) named.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$734K · 5 participants
AID TO THE DEVELOPMENTALLY DISABLED, INC.
AID TO THE DEVELOPMENTALLY DISABLED, INC. 403(B) PLAN
$732K · 7 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
