Original filing (PDF)20250903120758NAL0025955584001

CALIFORNIA MEDICAL ASSOCIATION

Name: CALIFORNIA MEDICAL ASSOCIATION — CALIFORNIA MEDICAL ASSOCIATION EMPLOYEES' RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: CALIFORNIA MEDICAL ASSOCIATION

Form 5500

FILING_RECEIVED

CALIFORNIA MEDICAL ASSOCIATION EMPLOYEES' RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 2

Late participant contributionsHigh average account balance

Active participants

113

Accounts w/ balance

194

Plan assets (EOY)

$37.1M

Net assets (EOY)

$37.1M

How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

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

Delinquent participant contributions reported (Schedule H 4a) — 118K (5% of contributions).

Helping the score

Below-peer total plan cost (96th percentile).
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CALIFORNIA MEDICAL ASSOCIATION

EIN

94-0359340

Address

1201 K STREET, SUITE 800 · SACRAMENTO, CA · 95814

Phone

(916) 444-5532

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-03

Pension benefit codes

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SVCS.	82-4555287	—	RECORDKEEPER	$3K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLS FARGO ADVISORS LLC	—	CHARLOTTE, NC	INVESTMENT ADVISOR	$67K	—

Investments

32 direct securities· $35.9M(97% of reported assets)

Other securities

$35.6M

29 holdings

Cash / Money Market

$230K

1 holding

Common Stock

$38K

1 holding

Bonds / Notes

$32K

1 holding

					% of plan
GROWTH FUND OF AMER 82,529 Shares	Other securities	—	$83K	$6.1M	16.4%
2050 TARGET DATE FUND 161,305 Shares	Other securities	—	$161K	$3.3M	9.0%
WASHINGTON MUTUAL 53,603 Shares	Other securities	—	$54K	$3.3M	8.8%
2035 TARGET DATE FUND 135,072 Shares	Other securities	—	$135K	$2.6M	6.9%
2045 TARGET DATE FUND 116,770 Shares	Other securities	—	$117K	$2.5M	6.6%
2025 TARGET DATE FUND 137,899 Shares	Other securities	—	$138K	$2.1M	5.6%
NEW PERSPECTIVE 32,918 Shares	Other securities	—	$33K	$2.0M	5.4%
2030 TARGET DATE FUND 106,785 Shares	Other securities	—	$107K	$1.8M	4.9%
AMERICAN BALANCED 50,514 Shares	Other securities	—	$51K	$1.7M	4.7%
2040 TARGET DATE FUND 79,304 Shares	Other securities	—	$79K	$1.6M	4.4%
EUROPACIFIC GR 27,681 Shares	Other securities	—	$28K	$1.4M	3.9%
COLUMBIA CONTRARIAN CORE FUND 33,783 Shares	Other securities	—	$34K	$1.2M	3.2%
2055 TARGET DATE FUND 42,453 Shares	Other securities	—	$42K	$1.1M	3.0%
COLUMBIA LARGE CAP INDEX FUND 13,799 Shares	Other securities	—	$14K	$808K	2.2%
AMCAP R4 14,075 Shares	Other securities	—	$14K	$594K	1.6%
COLUMBIA MID CAP INDEX FUND 37,087 Shares	Other securities	—	$37K	$542K	1.5%
CALVERT EQUITY FUND 5,816 Shares	Other securities	—	$6K	$446K	1.2%
BOND FUND OF AMER 40,003 Shares	Other securities	—	$40K	$446K	1.2%
DAVIS NEW YORK VENTURE FUND - FUND 15,273 Shares	Other securities	—	$15K	$393K	1.1%
2020 TARGET DATE FUND 27,009 Shares	Other securities	—	$27K	$362K	1.0%
2060 TARGET DATE FUND 18,275 Shares	Other securities	—	$18K	$325K	0.9%
T. ROWE PRICE CAPITAL APPRECIATION - ADVPACLX FUND 9,528 Shares	Other securities	—	$10K	$324K	0.9%
COLUMBIA SMALL CAP INDEX FUND 12,730 Shares	Other securities	—	$13K	$289K	0.8%
US GOVT MONEY MARKET 212,616 Shares	Cash / Money Market	—	$213K	$230K	0.6%
INTERM BD FD OF AMER 8,969 Shares	Other securities	—	$9K	$111K	0.3%
INVESCO DEVELOPING MARKETS FUND 2,544 Shares	Other securities	—	$3K	$99K	0.3%
2065 TARGET DATE FUND 5,331 Shares	Other securities	—	$5K	$93K	0.3%
CAPITAL INC BLDR 557 Shares	Common Stock	—	—	$38K	0.1%
INVESCO SENIOR FLOATING RATE FUND 4,775 Shares	Bonds / Notes	—	$5K	$32K	<0.1%
PIMCO TOTAL RETURN FUND 3,337 Shares	Other securities	—	$3K	$28K	<0.1%
2015 TARGET DATE FUND 1,923 Shares	Other securities	—	$2K	$24K	<0.1%
2010 TARGET DATE FUND 1,694 Shares	Other securities	—	$2K	$20K	<0.1%