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Original filing (PDF)20251015165543NAL0005469841001
WU YEE CHILDRENS SERVICES
Form 5500
FILING_RECEIVED
WU YEE CHILDRENS SERVICES 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
283
Accounts w/ balance
454
Plan assets (EOY)
$33.8M
Net assets (EOY)
$33.8M
How this plan invests
This plan
1 pooled trust
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WU YEE CHILDRENS SERVICES.
Plan sponsor
Name
WU YEE CHILDRENS SERVICES
EIN
94-2387002
Address
827 BROADWAY STREET · SAN FRANCISCO, CA · 94133
Phone
(415) 230-7534
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO. | 35-0145825 | — | NONE | $2K | — |
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | NONE | — | — |
Investments
40 direct securities · 1 pooled fund· $63.1M(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
$33.1M
40 holdings
Pooled Separate Account
$30.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO. · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $30.0M | 88.6% | |
| OneAmerica Vanguard 500 Index Adm | — | — | — | $3.7M | 10.8% | |
| OneAmerica Vanguard Trgt Retire 2040 Inv | — | — | — | $3.6M | 10.6% | |
| OneAmerica Vanguard Trgt Retire 2045 Inv | — | — | — | $3.0M | 9.0% | |
| OneAmerica Vanguard Trgt Retire 2050 Inv | — | — | — | $2.8M | 8.2% | |
| OneAmerica Vanguard Trgt Retire 2055 Inv | — | — | — | $2.3M | 6.9% | |
| OneAmerica Fidelity Adv Total Bond Z | — | — | — | $2.1M | 6.1% | |
| OneAmerica Vanguard Trgt Retire 2035 Inv | — | — | — | $1.9M | 5.6% | |
| OneAmerica Vanguard US Growth Adm | — | — | — | $1.7M | 5.0% | |
| OneAmerica Vanguard Trgt Retire 2060 Inv | — | — | — | $1.3M | 3.7% | |
| OneAmerica Vanguard Trgt Retire 2030 Inv | — | — | — | $1.2M | 3.6% | |
| OneAmerica Vanguard Trgt Retire 2025 Inv | — | — | — | $1.2M | 3.5% | |
| OneAmerica Amerfds American Mutual R6 | — | — | — | $1.2M | 3.4% | |
| OneAmerica AUL Stable Value Account | — | — | — | $865K | 2.6% | |
| OneAmerica AUL Fixed Account | — | — | — | $855K | 2.5% | |
| OneAmerica Amerfds Europac Grth R6 | — | — | — | $674K | 2.0% | |
| OneAmerica Vanguard Small Cap Index Adm | — | — | — | $627K | 1.9% | |
| OneAmerica Amerfds Trgt Retire Inc Inv | — | — | — | $544K | 1.6% | |
| OneAmerica Nuveen Large Cap Resp EQ R6 | — | — | — | $484K | 1.4% | |
| OneAmerica Blackrock Mid-Cap Gro Equity K | — | — | — | $435K | 1.3% | |
| TIAA CREF Stock R1 | — | — | — | $397K | 1.2% | |
| OneAmerica Vanguard Trgt Ret 2020 Inv | — | — | — | $358K | 1.1% | |
| OneAmerica Nuveen Mid Cap Val 1 R6 | — | — | — | $332K | 1.0% | |
| TIAA CREF TIAA Traditional Non Benefit R | — | — | — | $265K | 0.8% | |
| TIAA CREF Growth R1 | — | — | — | $242K | 0.7% | |
| TIAA CREF Equity Index R1 | — | — | — | $185K | 0.5% | |
| OneAmerica Amerfds American Balanced R6 | — | — | — | $142K | 0.4% | |
| TIAA CREF Global Equities R1 | — | — | — | $123K | 0.4% | |
| TIAA CREF Money Market R1 | — | — | — | $121K | 0.4% | |
| OneAmerica Vanguard Trgt Retire 2065 Inv | — | — | — | $113K | 0.3% | |
| OneAmerica Franklin Small Cap Growth R6 | — | — | — | $108K | 0.3% | |
| OneAmerica Vanguard Infl-Prot Secs Adm | — | — | — | $73K | 0.2% | |
| OneAmerica Vanguard Mid Cap Index Adm | — | — | — | $71K | 0.2% | |
| OneAmerica Pgim High-Yield R6 | — | — | — | $67K | 0.2% | |
| OneAmerica Franklin Small Cap Value R6 | — | — | — | $62K | 0.2% | |
| TIAA CREF Social Choice R1 | — | — | — | $46K | 0.1% | |
| TIAA CREF Core Bond R1 | — | — | — | $42K | 0.1% | |
| OneAmerica Amerfuds New Perspective R6 | — | — | — | $39K | 0.1% | |
| OneAmerica Vanguard Emrg Mkts Stk Idx Adm | — | — | — | $15K | <0.1% | |
| OneAmerica Vanguard Dev Mkts Idx Adm | — | — | — | $14K | <0.1% | |
| TIAA CREF Inflation-Linked Bond R1 | — | — | — | $8K | <0.1% |