Back to filter
Original filing (PDF)20251013165916NAL0003767106001
CALIFORNIA HUMAN DEVELOPMENT CORPORATION
Form 5500
FILING_RECEIVED
CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 1
~93 bps in Sched C fees
Active participants
94
Accounts w/ balance
64
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
How this plan invests
This plan
1 pooled trust
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Knocking points off
- 93 bps in Schedule C fees — 78% above peer band of 52 bps.
- 68% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALIFORNIA HUMAN DEVELOPMENT CORPORATION.
Plan sponsor
Name
CALIFORNIA HUMAN DEVELOPMENT CORPORATION
EIN
94-1653023
Address
3510 UNOCAL PLACE, SUITE 200 · SANTA ROSA, CA · 95403
Phone
(707) 523-1155
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
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $11K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | RECORDKEEPER | $40 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | SAN RAFAEL, CA | INVESTMENT ADVISOR | $14K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HICKS PENSION SERVICES | 94-2158860 | FRESNO, CA | CONTRACT ADMINISTRATOR | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Investments
19 direct securities · 1 pooled fund· $5.4M(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.
Uncategorized
$3.0M
19 holdings
Pooled Separate Account
$2.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $2.3M | 76.5% | |
| Group Annuity Contract * AUL Stable Value Account Group Annuity Contract ** $ | — | — | — | $673K | 22.1% | |
| PIMCO Real Return Instl Registered Investment Company | — | — | — | $259K | 8.5% | |
| Goldmansachs Int EQ Insi R6 Registered Investment Company | — | — | — | $226K | 7.4% | |
| Vanguard Mid Cap Index Adm Registered Investment Company | — | — | — | $204K | 6.7% | |
| Vic Pioneer Equity Income R6 Registered Investment Company | — | — | — | $190K | 6.2% | |
| Vanguard Dev Mkts Idx Adm Registered Investment Company | — | — | — | $189K | 6.2% | |
| Vanguard US Growth Adm Registered Investment Company | — | — | — | $186K | 6.1% | |
| Registered Investment Companies Vanguard 500 Index Adm Registered Investment Company | — | — | — | $172K | 5.6% | |
| Amerfds Washington Mutual R6 Registered Investment Company | — | — | — | $168K | 5.5% | |
| Vanguard High-Yield Corp Adm Registered Investment Company | — | — | — | $143K | 4.7% | |
| Dfa Emerging Markets I Registered Investment Company | — | — | — | $135K | 4.4% | |
| Dfa Real Estate Securities I Registered Investment Company | — | — | — | $117K | 3.9% | |
| Fidelity Adv Smcap Value Z Registered Investment Company | — | — | — | $99K | 3.3% | |
| Blackrock Total Return K Registered Investment Company | — | — | — | $80K | 2.6% | |
| Vanguard Int-Term Bond Idx Adm Registered Investment Company | — | — | — | $72K | 2.4% | |
| Participant Loans Interest rates at (5.25%~10.50%) $0 | — | — | — | $43K | 1.4% | |
| Jan Hen Triton N Registered Investment Company | — | — | — | $40K | 1.3% | |
| Amerfds American Balanced R6 Registered Investment Company | — | — | — | $35K | 1.2% | |
| Macquarie Small Cap Core R6 Registered Investment Company | — | — | — | $12K | 0.4% |
Related plans
Other plans using GLOBAL RETIREMENT PARTNERS LLC
SPRINKLER INDUSTRY SUPPLEMENTAL PENSION FUND JOINT BOARD OF TRUSTEES
SPRINKLER INDUSTRY SUPPLEMENTAL PENSION FUND
$3.3B · 28,099 participants
BOARD OF DIRECTORS OF PENTEGRA DEFINED CONTRIBUTION PLAN
PENTEGRA DEFINED CONTRIBUTION PLAN FOR FINANCIAL INSTITUTIONS
$2.3B · 35,585 participants
THE QUEEN'S HEALTH SYSTEMS
THE QUEEN'S HEALTH SYSTEMS RETIREMENT SAVINGS PLAN
$2.0B · 9,266 participants
UNIVERSITY OF THE PACIFIC
UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION PLAN
$839.2M · 2,955 participants
ARUP US, INC.
ARUP US RETIREMENT SAVINGS PLAN
$723.2M · 1,483 participants
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL EASE 401(K) PLAN
$650.9M · 161,040 participants
Similar-size Health Care & Social Assistance plans
PROTOTYPES
PROTOTYPES DEFINED CONTRIBUTION RETIREMENT PLAN
$3.0M · 62 participants
URBAN LEAGUE OF WESTCHESTER COUNTY, INC.
EBP OF URBAN LEAGUE OF WESTCHESTER COUNTY, INC.
$3.0M · 23 participants
NEW YORK CENTER FOR INFANTS AND TODDLERS, INC.
NEW YORK CENTER FOR INFANTS AND TODDLERS 401(K) PLAN
$3.0M · 52 participants
COMMUNITY DEVELOPMENT CORPORATION OF LONG ISLAND
EMPLOYEE BENEFIT PLAN OF COMMUNITY DEVELOPMENT CORPORATION OF LONG ISLAND
$3.0M · 89 participants
THE WELLSPRING ALLIANCE FOR FA
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE WELLSPRING ALLIANCE FOR FAMILIES, INC.
$3.0M · 97 participants
STAVROS CENTER FOR INDEPENDENT LIVING, INC.
STAVROS RETIREMENT 403(B) PLAN
$3.0M · 135 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B