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Original filing (PDF)20250725160503NAL0003281395001
DISABILITY RIGHTS CALIFORNIA
Form 5500
FILING_RECEIVED
DISABILITY RIGHTS CALIFORNIA 401(K) PLAN
401(k) retirement plan
Active participants
333
Accounts w/ balance
370
Plan assets (EOY)
$42.8M
Net assets (EOY)
$42.8M
How this plan invests
This plan
47 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DISABILITY RIGHTS CALIFORNIA.
Plan sponsor
Name
DISABILITY RIGHTS CALIFORNIA
EIN
94-2505916
Address
1831 K STREET · SACRAMENTO, CA · 958114114
Phone
(916) 504-5800
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-25
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | HARRISON, NY | RECORDKEEPER | $55K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA NA | 13-5674085 | CHARLOTTE, NC | INVESTMENT ADVISORY | $43K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT RESOURCES, INC. | 68-0198481 | SACRAMENTO, CA | TPA | $26K | — |
Investments
31 direct securities· $42.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Transamerica American Funds 2030 Target Date Retirement R6 | — | — | — | $9.0M | 20.9% | |
| Transamerica American Funds 2025 Target Date Retirement R6 | — | — | — | $6.1M | 14.2% | |
| Transamerica American Funds 2055 Target Date Retirement R6 | — | — | — | $4.4M | 10.2% | |
| American Funds Trgt Date Ret 2050 R6 Registered investment companies | — | — | — | $2.5M | 5.8% | |
| iShares S&P 500 Index K Registered investment companies | — | — | — | $2.4M | 5.5% | |
| Calvert US Large Cap Core Responsible Index R6 Registered investment companies | — | — | — | $2.2M | 5.1% | |
| American Funds Trgt Date Ret 2035 R6 Registered investment companies | — | — | — | $2.1M | 4.8% | |
| American Funds Trgt Date Ret 2040 R6 Registered investment companies | — | — | — | $1.8M | 4.2% | |
| American Funds Trgt Date Ret 2045 R6 Registered investment companies | — | — | — | $1.6M | 3.8% | |
| Transamerica Stable Value Core Account Stable Value Fund*** | — | — | — | $1.5M | 3.5% | |
| American Funds Trgt Date Ret 2010 R6 Registered investment companies | — | — | — | $1.1M | 2.6% | |
| American Funds Trgt Date Ret 2020 R6 Registered investment companies | — | — | — | $1.1M | 2.5% | |
| maturing through September 2039 -0- | — | — | — | $1.0M | 2.4% | |
| Participant Loans Participant Loans | — | — | — | $1.0M | 2.4% | |
| American Funds Bond Fund of America R6 Registered investment companies | — | — | — | $924K | 2.2% | |
| American Funds Washington Mutual R6 Registered investment companies | — | — | — | $769K | 1.8% | |
| American Funds Trgt Date Ret 2060 R6 Registered investment companies | — | — | — | $617K | 1.4% | |
| PIMCO Income Instl Registered investment companies | — | — | — | $370K | 0.9% | |
| Vanguard Inflation- Protected Securities Adm Registered investment companies | — | — | — | $341K | 0.8% | |
| Franklin Small-Mid Cap Growth R6 Registered investment companies | — | — | — | $272K | 0.6% | |
| BlackRock Advantage Small Cap Growth Instl Registered investment companies | — | — | — | $260K | 0.6% | |
| iShares Russell 2000 Small-Cap Index K Registered investment companies | — | — | — | $243K | 0.6% | |
| Vanguard International Value Investor Registered investment companies | — | — | — | $226K | 0.5% | |
| Transamerica Virtus NFJ Mid-Cap Value Instl | — | — | — | $213K | 0.5% | |
| Cohen & Steers Real Estate Securities Z Registered investment companies | — | — | — | $182K | 0.4% | |
| American Funds Trgt Date Ret 2015 R6 Registered investment companies | — | — | — | $165K | 0.4% | |
| iShares MSCI Total International Index K Registered investment companies | — | — | — | $164K | 0.4% | |
| iShares Russell Mid Cap Index K Registered investment companies | — | — | — | $122K | 0.3% | |
| American Funds Trgt Date Ret 2065 R6 Registered investment companies | — | — | — | $47K | 0.1% | |
| Invesco Oppenheimer International Growth R6 Registered investment companies | — | — | — | $44K | 0.1% | |
| American Funds New World R6 Registered investment companies | — | — | — | $43K | 0.1% |
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