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Original filing (PDF)20251008064921NAL0005486625001
VASINDAS AROUND THE CLOCK
Form 5500
FILING_RECEIVED
GOLDEN STATE RETIREMENT PLAN MEP BY VASINDAS AROUND THE CLOCK
Defined-contribution retirement plan
Signals · 2
64% in single holding~93 bps in Sched C fees
Active participants
118
Accounts w/ balance
138
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.1M
How this plan invests
This plan
9 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "The Vanguard Group Vanguard Wellesley Income Fund;Admiral" is 64% of plan.
- 93 bps in Schedule C fees — 78% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VASINDAS AROUND THE CLOCK.
Plan sponsor
Name
VASINDAS AROUND THE CLOCK
EIN
77-0429091
Address
5251 OFFICE PARK DRIVE · SUITE 400 · BAKERSFIELD, CA · 93309
Phone
(661) 395-5800
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3475616
City
WHITE PLAINS, NY
Phone
(866) 633-4015
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BARNES WEALTH MANAGEMENT GROUP | — | BAKERSFIELD, CA | INVESTEMENT ADVISOR | $22K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC | — | WHITE PLAINS, NY | CONTRACT ADMIN | $7K | — |
Investments
19 direct securities · 9 pooled funds· $5.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$5.0M
19 holdings
Common Collective Trust
$199K
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group Vanguard Wellesley Income Fund;Admiral | — | — | — | $3.3M | 63.6% | |
| Fidelity Trust Company Fidelity 500 Index Fund | — | — | — | $273K | 5.3% | |
| Participants from March 2025 to July 2039 | — | — | — | $229K | 4.4% | |
| Empower T Rowe Price Mid Cap Growth Fund;Inst | — | — | — | $185K | 3.6% | |
| JP Morgan JPMorgan US Value Fund;R6 | — | — | — | $136K | 2.6% | |
| Federated Hermes Federated Hermes MDT Small Cap Growth Fund;R6 | — | — | — | $131K | 2.5% | |
| Fidelity Trust Company Fidelity Mid Cap Index Fund | — | — | — | $129K | 2.5% | |
| Goldman Sachs Goldman Sachs International Equity Income Fd;R6 | — | — | — | $111K | 2.1% | |
| JP Morgan JPMorgan Large Cap Growth Fund;R6 | — | — | — | $105K | 2.0% | |
| The Vanguard Group Vanguard Consumer Staples Index Fund;Admiral | — | — | — | $89K | 1.7% | |
| Fidelity Trust Company Fidelity Small Cap Index Fund | — | — | — | $86K | 1.7% | |
| T. Rowe Price T Rowe Price International Discovery Fund;I | — | — | — | $80K | 1.5% | |
| RELIANCE METLIFE SERICES 25053 RELIANCE TRUST COMPANY · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $70K | 1.4% | |
| FLEXPATH INDEX+ AGGRESSIVE 2055 GREAT GRAY · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $53K | 1.0% | |
| Fidelity Trust Company Fidelity International Index Fund | — | — | — | $38K | 0.7% | |
| The Vanguard Group Vanguard Health Care Index Fund;Admiral | — | — | — | $28K | 0.5% | |
| FLEXPATH INDEX+ AGGRESSIVE 2035 GREAT GRAY · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $28K | 0.5% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Fund;Z | — | — | — | $22K | 0.4% | |
| FLEXPATH INDEX+ AGRESSIVE 2045 GREAT GRAY · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $18K | 0.3% | |
| Allspring Special Mid Cap Val Fd;R6 | — | — | — | $17K | 0.3% | |
| FLEXPATH INDEX+ MODERATE 2035 GREAT GRAY · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $17K | 0.3% | |
| Franklin Templeton Franklin Small Cap Value Fund;Advisor | — | — | — | $16K | 0.3% | |
| SEI Inst Mgd Core Fixed Income Fund;F | — | — | — | $9K | 0.2% | |
| FLEXPATH INDEX+ AGGRESSIVE RETIRE GREAT GRAY · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $9K | 0.2% | |
| Lord Abbett Lord Abbett High Yield Fund;I | — | — | — | $3K | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2055 GREAT GRAY · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEXPATH INDEX+ MODERATE 2045 GREAT GRAY · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2025 R1 GREAT GRAY · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $0 | <0.1% |
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