Original filing (PDF)20250415115810NAL0001409923001

THE CATHOLIC COUNCIL FOR THE SPANISH SPEAKING OF THE DIOCESE OF STOCKT

Name: THE CATHOLIC COUNCIL FOR THE SPANISH SPEAKING OF THE DIOCESE OF STOCKT — EL CONCILIO PROFIT SHARING 401(K) PLAN, Form 5500 (2023)
Creator: THE CATHOLIC COUNCIL FOR THE SPANISH SPEAKING OF THE DIOCESE OF STOCKT

Form 5500

FILING_RECEIVED

EL CONCILIO PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

212

Accounts w/ balance

244

Plan assets (EOY)

$8.4M

Net assets (EOY)

$8.4M

How this plan invests

This plan

42 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

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

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE CATHOLIC COUNCIL FOR THE SPANISH SPEAKING OF THE DIOCESE OF STOCKT.

Plan sponsor

Name

THE CATHOLIC COUNCIL FOR THE SPANISH SPEAKING OF THE DIOCESE OF STOCKT

EIN

94-1677202

Address

445 N. SAN JOAQUIN STREET · STOCKTON, CA · 95202

Phone

(209) 644-2600

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK LIFE INSURANCE CO USA	01-0233346	—	RECORDKEEPER	$772	—

Investments

42 pooled funds· $7.7M(91% 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.

			% of plan
JH MULTIMANAGER GROWTH LS JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$935K	11.1%
FUNDAMENTAL ALL CAP CORE FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$911K	10.8%
JH MULTIMANAGER MODERATE LS JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$597K	7.1%
JH MULTIMANAGER BALANCED LS JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$584K	7.0%
JH MULTIMANAGER 2020 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$548K	6.5%
INVESCO GLOBAL FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$508K	6.0%
JH MULTIMANAGER 2045 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$497K	5.9%
JH MULTIMANAGER AGRESSIVE LS JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$407K	4.8%
JH MULTIMANAGER 2040 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$379K	4.5%
JH MULTIMANAGER 2060 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$343K	4.1%
JH MULTIMANAGER 2055 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$252K	3.0%
FUNDAMENTAL LARGE CAP VALUE JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$249K	3.0%
JH MULTIMANAGER 2050 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$217K	2.6%
JH MULTIMANAGER 2035 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$210K	2.5%
JH MULTIMANGER 2065 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$201K	2.4%
JH MULTIMANAGER 2025 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$192K	2.3%
JH MULTIMANAGER CONSERV LS JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$156K	1.9%
JH MULTIMANAGER 2030 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$151K	1.8%
AF AMERICAN BALANCED FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$87K	1.0%
JOHN HANCOCK STABLE VAL JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$59K	0.7%
JH MULTIMANAGER 2015 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$34K	0.4%
TOTAL STOCK MARKET INDEX FUNDS JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$33K	0.4%
JP MORGAN MIDCAP VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$32K	0.4%
500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$31K	0.4%
SMALL CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$8K	<0.1%
JH MULTIMANAGER 2010 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$7K	<0.1%
REAL EST. SECURITIES FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$6K	<0.1%
VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$5K	<0.1%
BLUE CHIP GROWTH FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$4K	<0.1%
JP U.S. EQUITY FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$2K	<0.1%
FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$1K	<0.1%
JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$920	<0.1%
T. ROWE PRICE SCI & TECH JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$866	<0.1%
DOMINI IMPACT EQUITY FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$858	<0.1%
HIGH YIELD FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$795	<0.1%
AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$753	<0.1%
VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$522	<0.1%
JH DISCIPLINED VALUE INTL FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$446	<0.1%
FRANKLIN MUTUAL BEACON FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$424	<0.1%
T. ROWE PRICE HEALTH SCI JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$384	<0.1%
INVESCO DEVELOPING MARKETS JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$343	<0.1%
T. ROWE PRICE SPECTRUM INC. JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000	Pooled Separate Account	$338	<0.1%