Original filing (PDF)20251014143423NAL0001552595001

CALIFORNIA VOCATIONS, INC.

Name: CALIFORNIA VOCATIONS, INC. — CALIFORNIA VOCATIONS, INC. EMPLOYER MATCHING RETIREMENT PLAN, Form 5500 (2024)
Creator: CALIFORNIA VOCATIONS, INC.

Form 5500

FILING_RECEIVED

CALIFORNIA VOCATIONS, INC. EMPLOYER MATCHING RETIREMENT PLAN

403(b) retirement plan

Active participants

164

Accounts w/ balance

101

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

How this plan invests

This plan

36 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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALIFORNIA VOCATIONS, INC..

Plan sponsor

Name

CALIFORNIA VOCATIONS, INC.

EIN

68-0062031

Address

5910 CLARK RD, STE T · PARADISE, CA · 95969

Phone

(530) 877-4146

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

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

HARRINGTON GROUP CPAS LLP

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$3K	—

Investments

36 direct securities· $2.1M(98% of reported assets)

Other securities

$1.8M

34 holdings

Mutual Funds

$253K

1 holding

Common Stock

$19K

1 holding

					% of plan
General account * Lincoln National Life Insurance Company Fixed Account -	Other securities	—	—	$430K	20.5%
American Funds American Funds Growth-Income -	Mutual Funds	—	—	$253K	12.0%
American Funds American Funds Growth	Other securities	—	—	$162K	7.7%
Lincoln National Life Insurance Company Lvip T Rowe Price 2040 Fund	Other securities	—	—	$135K	6.4%
Fidelity Investments Fidelity Vip Contrafund	Other securities	—	—	$115K	5.5%
Blackrock Global Allocation	Other securities	—	—	$103K	4.9%
Lincoln National Life Insurance Company LVIP Vanguard Domestic Equity Etf	Other securities	—	—	$78K	3.7%
Lincoln National Life Insurance Company LVIPMacquarie Social Awareness	Other securities	—	—	$66K	3.1%
American Funds American Funds Global Growth	Other securities	—	—	$64K	3.0%
MFS Utilities	Other securities	—	—	$58K	2.8%
Lincoln National Life Insurance Company LVIP Ssga S&P 500 Index	Other securities	—	—	$56K	2.7%
Lincoln National Life Insurance Company LVIP T Rowe Price 2030 Fund	Other securities	—	—	$51K	2.4%
Lincoln National Life Insurance Company LVIP Baron Growth Opportunities	Other securities	—	—	$47K	2.2%
Lincoln National Life Insurance Company Macquarie Small Cap Value	Other securities	—	—	$41K	1.9%
Lincoln National Life Insurance Company LVIP Global Moderate Allocation Mgd Risk	Other securities	—	—	$40K	1.9%
American Funds American Funds International	Other securities	—	—	$39K	1.9%
Lincoln National Life Insurance Company LVIP Dimensional U.S. Core Equity 1	Other securities	—	—	$36K	1.7%
Lincoln National Life Insurance Company LVIP Mondrian International Value	Other securities	—	—	$34K	1.6%
Lincoln National Life Insurance Company LVIP Macquarie Mid Cap Value Fund	Other securities	—	—	$30K	1.4%
Lincoln National Life Insurance Company LVIP Macquarie Bond	Other securities	—	—	$28K	1.3%
Lincoln National Life Insurance Company LVIP Vanguard International Equity Etf	Other securities	—	—	$24K	1.2%
Lincoln National Life Insurance Company LVIP Blended Lrg Cap Growth Mngd Voltlty	Other securities	—	—	$24K	1.1%
Lincoln National Life Insurance Company LVIP Macquarie Smid Cap Core Series	Other securities	—	—	$24K	1.1%
Lincoln National Life Insurance Company LVIP Mondrian Global Income Fund	Other securities	—	—	$23K	1.1%
Lincoln National Life Insurance Company LVIP Macquarie U.S. Reit Fund	Common Stock	—	—	$19K	0.9%
Lincoln National Life Insurance Company LVIP Jpmorgan Retirement Income Fund	Other securities	—	—	$15K	0.7%
Lincoln National Life Insurance Company LVIP Macquarie Diversified Income	Other securities	—	—	$15K	0.7%
Lincoln National Life Insurance Company LVIP Macquarie Value Series	Other securities	—	—	$15K	0.7%
Lincoln National Life Insurance Company LVIP Ssga Small-Cap Index	Other securities	—	—	$12K	0.6%
Fidelity Investments Fidelity Vip Growth	Other securities	—	—	$10K	0.5%
Lincoln National Life Insurance Company LVIP Global Conservative Allocation Mrsk	Other securities	—	—	$7K	0.3%
PIMCO Variable Insurance Trust Pimco Vit Total Return Portfolio	Other securities	—	—	$6K	0.3%
Represents a party-in-interest to the Plan as defined by ERISA.	Other securities	—	—	$3K	0.1%
DWS Alternative Asset Allocation Vip	Other securities	—	—	$2K	0.1%
Lincoln National Life Insurance Company LVIP Franklin Templeton Mf Em Eqfnd	Other securities	—	—	$1K	<0.1%
Lincoln National Life Insurance Company LVIP Ssga Glbl Tactical Alloctn Mgd Vlty	Other securities	—	—	$1K	<0.1%