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Original filing (PDF)20251121091852NAL0009853136001
CHANNING HOUSE
Form 5500
FILING_RECEIVED
CHANNING HOUSE 403(B) PLAN
401(k) retirement plan
Signals · 1
~87 bps in Sched C fees
Active participants
180
Accounts w/ balance
164
Plan assets (EOY)
$7.0M
Net assets (EOY)
$7.0M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 87 bps in Schedule C fees — 68% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHANNING HOUSE.
Plan sponsor
Name
CHANNING HOUSE
EIN
94-1485533
Address
850 WEBSTER STREET · PALO ALTO, CA · 94301
Phone
(650) 324-7563
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-03-01
Tax period
2025-02-28
Filed
2025-11-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
COULTER & JUSTUS, 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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $33K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $19K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
Investments
31 direct securities· $6.3M(90% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Balanced Index Adm (1) | — | — | — | $807K | 11.5% | |
| Vanguard 500 Index Admiral (1) | — | — | — | $768K | 11.0% | |
| Vanguard Target Retirement 2035 Inv (1) | — | — | — | $725K | 10.4% | |
| Vanguard Target Retirement 2030 Inv (1) | — | — | — | $615K | 8.8% | |
| Vanguard Target Retirement 2025 Inv (1) | — | — | — | $604K | 8.6% | |
| Vanguard Total Intl Stock Index Admiral (1) | — | — | — | $450K | 6.4% | |
| Vanguard Target Retirement 2055 Inv (1) | — | — | — | $365K | 5.2% | |
| Vanguard Total Bond Market Index Admiral (1) | — | — | — | $316K | 4.5% | |
| JPMorgan JP Morgan Large Cap Growth R6 (1) | — | — | — | $204K | 2.9% | |
| Vanguard Target Retirement 2045 Inv (1) | — | — | — | $203K | 2.9% | |
| Vanguard Small Cap Index Adm (1) | — | — | — | $201K | 2.9% | |
| Vanguard Target Retirement 2040 Inv (1) | — | — | — | $196K | 2.8% | |
| JPMorgan Equity Income R6 (1) | — | — | — | $142K | 2.0% | |
| American Funds American Funds New Perspective R6 (1) | — | — | — | $80K | 1.1% | |
| Vanguard Mid Cap Index Fund - Admiral (1) | — | — | — | $79K | 1.1% | |
| PIMCO Income Instl (1) | — | — | — | $75K | 1.1% | |
| MFS Total Return Bond R6 (1) | — | — | — | $75K | 1.1% | |
| American Funds American Funds Europacific Gr R6 (1) | — | — | — | $65K | 0.9% | |
| MFS Mid Cap Value R6 (1) | — | — | — | $52K | 0.7% | |
| Vanguard Target Retirement 2050 Inv (1) | — | — | — | $41K | 0.6% | |
| PIMCO Real Return Instl (1) | — | — | — | $41K | 0.6% | |
| Vanguard Target Retirement 2060 Inv (1) | — | — | — | $37K | 0.5% | |
| DFA Emerging Markets I (1) | — | — | — | $35K | 0.5% | |
| DFA Us Targeted Value I (1) | — | — | — | $34K | 0.5% | |
| NUVEEN Large Cap Resonpsible Equity (1) | — | — | — | $33K | 0.5% | |
| Vanguard Target Retirement 2020 Inv (1) | — | — | — | $32K | 0.5% | |
| Janus Henderson Triton N (1) | — | — | — | $20K | 0.3% | |
| Vanguard Target Retirement 2065 Inv (1) | — | — | — | $12K | 0.2% | |
| Carillon Eagle Carillon Eagle Mid Cap Growth R6 (1) | — | — | — | $11K | 0.2% | |
| Vanguard Target Retirement 2070 Inv (1) | — | — | — | $3K | <0.1% | |
| Vanguard Target Retirement Income Inv (1) | — | — | — | $2K | <0.1% |
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