Original filing (PDF)20251015153222NAL0002674755001

CALIFORNIA INSTITUTE OF INTEGR

Name: CALIFORNIA INSTITUTE OF INTEGR — CALIFORNIA INSTITUTE OF INTEGR 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: CALIFORNIA INSTITUTE OF INTEGR

Form 5500

FILING_RECEIVED

CALIFORNIA INSTITUTE OF INTEGR 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 2

No auditor on fileCorrective distributions issued

Active participants

303

Accounts w/ balance

487

Plan assets (EOY)

$16.7M

Net assets (EOY)

$16.7M

How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

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

Plan health score

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

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALIFORNIA INSTITUTE OF INTEGR.

Plan sponsor

Name

CALIFORNIA INSTITUTE OF INTEGR

EIN

94-2254303

Address

1453 MISSION ST · SAN FRANCISCO, CA · 941032557

Phone

(415) 575-6100

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

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

2T · Default investment account (QDIA)

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

2K · 401(m) arrangement

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PAYCHEX, INC.	16-1124166	ROCHESTER, NY	RECORDKEEPER	$21K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MIRACLE MILE ADVISORS LLC	—	LOS ANGELES, CA	ADVISOR	$37K	—

TPA / Administrator

Investments

33 direct securities· $16.6M(100% of reported assets)

Other securities

$16.0M

30 holdings

Cash / Money Market

$427K

1 holding

U.S. Treasuries

$69K

1 holding

Bonds / Notes

$63K

1 holding

					% of plan
Nuveen Lifecycle Index 2025 Mutual Fund	Other securities	—	—	$2.7M	16.1%
Nuveen Lifecycle Index 2030 Mutual Fund	Other securities	—	—	$2.5M	14.9%
Nuveen Lifecycle Index 2035 Mutual Fund	Other securities	—	—	$1.9M	11.6%
Nuveen Lifecycle Index Retirement Income Fund Mutual Fund	Other securities	—	—	$904K	5.4%
Nuveen Lifecycle Index 2040 Mutual Fund	Other securities	—	—	$776K	4.7%
Nuveen Lifecycle Index 2020 Mutual Fund	Other securities	—	—	$762K	4.6%
PIMCO Income Fund Mutual Fund	Other securities	—	—	$755K	4.5%
Nuveen Lifecycle Index 2045 Mutual Fund	Other securities	—	—	$669K	4.0%
Vanguard Growth Index Fund Mutual Fund	Other securities	—	—	$559K	3.4%
iShares S&P 500 Index Fund Mutual Fund	Other securities	—	—	$538K	3.2%
Nuveen Lifecycle Index 2015 Mutual Fund	Other securities	—	—	$447K	2.7%
American Funds U.S. Government Money Market Interest-Bearing Cash	Cash / Money Market	—	—	$427K	2.6%
AB Sustainable Global Thematic Fund Mutual Fund	Other securities	—	—	$426K	2.6%
Vanguard Equity-Income Fund Mutual Fund	Other securities	—	—	$375K	2.3%
Vanguard Information Technology Index Fund Mutual Fund	Other securities	—	—	$366K	2.2%
Nuveen Lifecycle Index 2050 Mutual Fund	Other securities	—	—	$308K	1.8%
Vanguard Wellesley Income Fund Mutual Fund	Other securities	—	—	$287K	1.7%
Vanguard Mid-Cap Index Mutual Fund	Other securities	—	—	$285K	1.7%
Nuveen Lifecycle Index 2010 Mutual Fund	Other securities	—	—	$276K	1.7%
Fidelity International Index Mutual Fund	Other securities	—	—	$243K	1.5%
Vanguard Small Cap Index Fund Mutual Fund	Other securities	—	—	$208K	1.2%
Vaguard Balanced Index Fund Mutual Fund	Other securities	—	—	$201K	1.2%
Vanguard Intermediate Term Bond Mutual Fund	Other securities	—	—	$182K	1.1%
Vanguard Health Care Index Fund Mutual Fund	Other securities	—	—	$104K	0.6%
Nuveen Core Impact Bond Mutual Fund	U.S. Treasuries	—	—	$69K	0.4%
Participant Loans (maturing through October 2028) * Interest rates: 9 - 9.5%	Bonds / Notes	—	—	$63K	0.4%
Nuveen Lifecycle Index 2055 Mutual Fund	Other securities	—	—	$61K	0.4%
American Funds New World Fund Mutual Fund	Other securities	—	—	$53K	0.3%
DFA Inflation Protected Securities Portfolio Mutual Fund	Other securities	—	—	$53K	0.3%
Nuveen Lifecycle Index 2060 Mutual Fund	Other securities	—	—	$49K	0.3%
Vanguard Financials Index Fund Mutual Fund	Other securities	—	—	$36K	0.2%
Vanguard Energy Index Fund Mutual Fund	Other securities	—	—	$28K	0.2%
Fidelity Multi Asset Mutual Fund	Other securities	—	—	$5K	<0.1%