Original filing (PDF)20250924105119NAL0016903362001

LIFELONG MEDICAL CARE

Name: LIFELONG MEDICAL CARE — LIFELONG MEDICAL CARE RETIREMENT PLAN, Form 5500 (2024)
Creator: LIFELONG MEDICAL CARE

Form 5500

FILING_RECEIVED

LIFELONG MEDICAL CARE RETIREMENT PLAN

403(b) retirement plan

Signals · 4

Late filing · 58.3 moLate participant contributionsNon-clean audit opinionCorrective distributions issued

Active participants

947

Accounts w/ balance

1,065

Plan assets (EOY)

$35.5M

Net assets (EOY)

$35.5M

How this plan invests

This plan

29 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

Filed 58.3 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 103K (2% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Auditor issued a qualified / adverse / disclaimer opinion.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIFELONG MEDICAL CARE.

Plan sponsor

Name

LIFELONG MEDICAL CARE

EIN

94-2502308

Address

2344 SIXTH STREET · BERKELEY, CA · 94710

Phone

(510) 981-4122

Industry

Outpatient Care Centers· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2019-01-01

Tax period

2019-12-31

Filed

2025-09-24

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

SQUAR MILNER, LLP

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$76K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL CORPORATION RPCP	04-3046611	—	NONE	$53K	—

Investments

29 direct securities· $33.3M(94% of reported assets)

Other securities

$32.7M

28 holdings

Participant loans

$551K

1 holding

					% of plan
Vanguard Target Retirement 2025 Fund Mutual Fund	Other securities	—	—	$3.6M	10.2%
Vanguard Target Retirement 2045 Fund Mutual Fund	Other securities	—	—	$2.7M	7.7%
Vanguard FTSE Social Index Fund Mutual Fund	Other securities	—	—	$2.6M	7.4%
The Standard Stable Asset A Benefit-Responsive Annuity Contract	Other securities	—	—	$2.6M	7.2%
Vanguard 500 Index Admiral Fund Mutual Fund	Other securities	—	—	$2.3M	6.6%
Vanguard Target Retirement 2035 Fund Mutual Fund	Other securities	—	—	$2.3M	6.6%
Vanguard Target Retirement 2050 Fund Mutual Fund	Other securities	—	—	$2.3M	6.4%
Vanguard Target Retirement 2030 Fund Mutual Fund	Other securities	—	—	$1.9M	5.3%
Vanguard Target Retirement 2015 Fund Mutual Fund	Other securities	—	—	$1.3M	3.5%
Vanguard Target Retirement 2040 Fund Mutual Fund	Other securities	—	—	$1.1M	3.1%
T Rowe Price New Horizons Fund Mutual Fund	Other securities	—	—	$1.0M	2.9%
Pimco Total Return Institutional (35) Fund Mutual Fund	Other securities	—	—	$1.0M	2.9%
Vanguard Growth Index Admiral Mutual Fund	Other securities	—	—	$897K	2.5%
American Europacific Growth Fund Class R Mutual Fund	Other securities	—	—	$888K	2.5%
Vanguard Target Retirement 2055 Fund Mutual Fund	Other securities	—	—	$870K	2.5%
Vanguard Wellington Admiral Mutual Fund	Other securities	—	—	$833K	2.3%
Vanguard Windsor II Admiral Shares Fund Mutual Fund	Other securities	—	—	$653K	1.8%
Vanguard Small Cap Index Admiral Fund Mutual Fund	Other securities	—	—	$632K	1.8%
Vanguard Mid Cap Index Admiral Fund Mutual Fund	Other securities	—	—	$586K	1.7%
Participant Loans maturity dates through 2027	Participant loans	—	—	$551K	1.6%
T Rowe Price Health Sciences Fund Mutual Fund	Other securities	—	—	$538K	1.5%
Vanguard Target Retirement 2020 Fund Mutual Fund	Other securities	—	—	$481K	1.4%
T Rowe Price Emerging Markets Stock Fund Mutual Fund	Other securities	—	—	$360K	1.0%
Vanguard Target Retirement 2060 Fund Mutual Fund	Other securities	—	—	$338K	1.0%
Vanguard Inflation Protected Securities Fund Mutual Fund	Other securities	—	—	$320K	0.9%
Vanguard Small Cap Value Index Admiral Mutual Fund	Other securities	—	—	$262K	0.7%
Vanguard Mid Cap Value Index Admiral Mutual Fund	Other securities	—	—	$191K	0.5%
Baron Asset Fund Institutional Class Mutual Fund	Other securities	—	—	$161K	0.5%
Vanguard Target Retirement Income Inv Mutual Fund	Other securities	—	—	$3K	<0.1%