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Original filing (PDF)20251015115433NAL0009083250001
CENTER FOR HUMAN SERVICES
Form 5500
FILING_RECEIVED
CENTER FOR HUMAN SERVICES 401K PLAN
401(k) retirement plan
Active participants
304
Accounts w/ balance
398
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
How this plan invests
This plan
1 pooled trust
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 65 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTER FOR HUMAN SERVICES.
Plan sponsor
Name
CENTER FOR HUMAN SERVICES
EIN
94-1725620
Address
2000 W. BRIGGSMORE AVE, STE I · MODESTO, CA · 95350
Phone
(209) 526-1476
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
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
BOWMAN & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB | 25-1838406 | — | ASSET CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | PORTLAND, OR | RECORD KEEPER | $23K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIERRA OCEAN, LLC | — | RIPON, CA | INVESTMENT ADVISORS | $26K | — |
Investments
17 direct securities · 1 pooled fund· $7.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$7.7M
17 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Standard Vanguard Tot Stk Mkt Idx Adm N/A | — | — | — | $1.3M | 17.4% | |
| The Standard Vanguard Int Term Bd Idx Adm N/A | — | — | — | $1.1M | 13.8% | |
| The Standard Vanguard Dev Mkts Index Adm N/A | — | — | — | $914K | 11.9% | |
| The Standard American Funds New Perspctv R6 N/A | — | — | — | $657K | 8.5% | |
| The Standard Vanguard Growth Index Adm N/A | — | — | — | $609K | 7.9% | |
| The Standard American Funds Amer Balancd R6 N/A | — | — | — | $604K | 7.9% | |
| The Standard Stable Asset A N/A | — | — | — | $592K | 7.7% | |
| The Standard Vanguard Value Index Adm N/A | — | — | — | $545K | 7.1% | |
| The Standard Columbia Sm Cap Idx Instl 2 N/A | — | — | — | $386K | 5.0% | |
| The Standard Vanguard MidCapGrwth Idx Adm N/A | — | — | — | $207K | 2.7% | |
| The Standard Vanguard Mid Cap Val Idx Adm N/A | — | — | — | $187K | 2.4% | |
| The Standard Brokerage Account N/A 1 * The Standard Participant Loans N/A | — | — | — | $146K | 1.9% | |
| The Standard Vanguard Wellesley Inc Adm N/A | — | — | — | $142K | 1.8% | |
| The Standard Vanguard Mid Cap Index Adm N/A | — | — | — | $105K | 1.4% | |
| The Standard DFA Emerging Mrkt Cor Eq 2 I N/A | — | — | — | $85K | 1.1% | |
| The Standard Northern Global Real Est Idx N/A | — | — | — | $75K | 1.0% | |
| The Standard Vanguard Tot Int Bd Idx Adm N/A | — | — | — | $39K | 0.5% | |
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $0 | <0.1% |
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