Original filing (PDF)20250825114323NAL0003892595001

CENTRAL COAST VNA & HOSPICE INC.

Name: CENTRAL COAST VNA & HOSPICE INC. — CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN, Form 5500 (2024)
Creator: CENTRAL COAST VNA & HOSPICE INC.

Form 5500

FILING_RECEIVED

CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN

403(b) retirement plan

Signals · 1

Non-clean audit opinion

Active participants

168

Accounts w/ balance

336

Plan assets (EOY)

$14.4M

Net assets (EOY)

$14.4M

How this plan invests

This plan

1 pooled trust

Schedule D

63 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade C

Average plan with room to improve

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTRAL COAST VNA & HOSPICE INC..

Plan sponsor

Name

CENTRAL COAST VNA & HOSPICE INC.

EIN

94-1205572

Address

5 LOWER RAGSDALE · MONTEREY, CA · 93940

Phone

(831) 648-3773

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

2025-08-25

Pension benefit codes

2E · Profit-sharing

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

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

Audit & trust (Schedule H)

Auditor

PENSION ASSURANCE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS CO OF AMERICA	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$18K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$7K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH PIERCE FENNER & SMITH

Investments

63 direct securities · 1 pooled fund· $16.1M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Other securities

$14.1M

61 holdings

Pooled Separate Account

$1.7M

1 holding

Cash / Money Market

$220K

1 holding

Bonds / Notes

$122K

1 holding

					% of plan
iShares S&P 500	Other securities	—	—	$2.5M	17.3%
Empower Annuity Insurance Company EI Fixed Account - Series Class II	Other securities	—	—	$2.1M	14.4%
THE VARIABLE ANNUITY LIFE INSURANCE THE VARIABLE ANNUITY LIFE INSURANCE · EIN 74-1625348 / PN 000	Pooled Separate Account	—	—	$1.7M	11.4%
Blackrock Lifepath Index 2030	Other securities	—	—	$1.2M	8.6%
The Variable Annuity Life Insurance Company Fixed Account Plus	Other securities	—	—	$1.0M	7.1%
Blackrock Lifepath Index 2035	Other securities	—	—	$689K	4.8%
iShares MSCI EAFE International Index	Other securities	—	—	$569K	3.9%
PGIM Total Return Bond R6	Other securities	—	—	$503K	3.5%
iShares Russell Mid-Cap Index	Other securities	—	—	$445K	3.1%
iShares Russell 2000 Small-Cap Index	Other securities	—	—	$439K	3.0%
Blackrock Lifepath Index 2050	Other securities	—	—	$433K	3.0%
The Variable Annuity Life Insurance Company Stock Index Fund	Other securities	—	—	$406K	2.8%
MFS Mid Cap Value R6	Other securities	—	—	$363K	2.5%
Blackrock Lifepath Index 2045	Other securities	—	—	$341K	2.4%
The Variable Annuity Life Insurance Company Vanguard Windsor II	Other securities	—	—	$301K	2.1%
AB Large Cap Growth Z	Other securities	—	—	$278K	1.9%
Blackrock Lifepath Index 2040	Other securities	—	—	$235K	1.6%
The Variable Annuity Life Insurance Company GS VIT Government Money Market Fund Institutional	Cash / Money Market	—	—	$220K	1.5%
Blackrock Lifepath Index 2055	Other securities	—	—	$209K	1.5%
American Funds American Funds American Balanced R6	Other securities	—	—	$202K	1.4%
American Funds American Funds Europacific Gr R6	Other securities	—	—	$173K	1.2%
AB Discovery Growth Z	Other securities	—	—	$150K	1.0%
American Funds American Funds American Mutual R6	Other securities	—	—	$134K	0.9%
Blackrock Inflation Protected Bond Instl	Other securities	—	—	$128K	0.9%
The Variable Annuity Life Insurance Company Short Term Fixed Account	Other securities	—	—	$123K	0.9%
Participant Loans to participants, bearing interest from 4.25% to 9.50%	Bonds / Notes	—	—	$122K	0.8%
The Variable Annuity Life Insurance Company Core Bond Fund	Other securities	—	—	$121K	0.8%
Blackrock Lifepath Index Retirement	Other securities	—	—	$114K	0.8%
Blackrock Emerging Markets Instl	Other securities	—	—	$86K	0.6%
PIMCO Income Instl	Other securities	—	—	$82K	0.6%
The Variable Annuity Life Insurance Company International Equities Index Fund	Other securities	—	—	$64K	0.4%
The Variable Annuity Life Insurance Company American Beacon Broadway Large Cap Growth I	Other securities	—	—	$58K	0.4%
AB High Income I	Other securities	—	—	$56K	0.4%
The Variable Annuity Life Insurance Company Vanguard Wellington Fund	Other securities	—	—	$48K	0.3%
The Variable Annuity Life Insurance Company Loan Escrow Fund ** 448 Total fixed annuities - loan collateral accounts	Other securities	—	—	$44K	0.3%
The Variable Annuity Life Insurance Company Loan Collateral Fund	Other securities	—	—	$44K	0.3%
The Variable Annuity Life Insurance Company Large Capital Growth ** 400 * The Variable Annuity Life Insurance Company Mid Cap Index Fund	Other securities	—	—	$40K	0.3%
The Variable Annuity Life Insurance Company International Value Fund	Other securities	—	—	$39K	0.3%
The Variable Annuity Life Insurance Company US Socially Responsible Fund	Other securities	—	—	$39K	0.3%
The Variable Annuity Life Insurance Company Emerging Economies	Other securities	—	—	$33K	0.2%
Janus Henderson Janus Henderson Global Equity Income I	Other securities	—	—	$28K	0.2%
The Variable Annuity Life Insurance Company Inflation Protected Fund	Other securities	—	—	$26K	0.2%
The Variable Annuity Life Insurance Company Mid Cap Value Fund	Other securities	—	—	$24K	0.2%
The Variable Annuity Life Insurance Company Global Real Estate Fund	Other securities	—	—	$23K	0.2%
The Variable Annuity Life Insurance Company VC I Capital Appreciation	Other securities	—	—	$22K	0.2%
The Variable Annuity Life Insurance Company Vanguard Long-Term Treasury	Other securities	—	—	$22K	0.2%
The Variable Annuity Life Insurance Company Moderate Growth Lifestyle	Other securities	—	—	$22K	0.2%
The Variable Annuity Life Insurance Company Mid Cap Strategic Growth	Other securities	—	—	$21K	0.1%
The Variable Annuity Life Insurance Company International Socially Responsible Fund	Other securities	—	—	$16K	0.1%
The Variable Annuity Life Insurance Company High Yield Bond Fund	Other securities	—	—	$15K	0.1%