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Original filing (PDF)20251014142507NAL0003011009001
CHINATOWN COMMUNITY DEVELOPMENT CENTER
Form 5500
FILING_RECEIVED
CHINATOWN CDC 403(B) PLAN
403(b) retirement plan
Signals · 1
6 service providers
Active participants
257
Accounts w/ balance
248
Plan assets (EOY)
$18.2M
Net assets (EOY)
$18.2M
How this plan invests
This plan
44 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 49 bps in Schedule C fees — 69% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHINATOWN COMMUNITY DEVELOPMENT CENTER.
Plan sponsor
Name
CHINATOWN COMMUNITY DEVELOPMENT CENTER
EIN
94-2514053
Address
615 GRANT AVE · SAN FRANCISCO, CA · 94108
Phone
(415) 984-1450
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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2G · Total participant-directed accounts
2K · 401(m) arrangement
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $49K | — |
Advisor / Consultant
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $21K | — |
| WELLTH ADVISRY SERVICES, LLC | 99-2539506 | — | ADVISOR | $11K | — |
| NESA PLAN CONSULTANTS | 92-2009206 | — | CONSULTANT | $4K | — |
| PROACCOUNT | 73-0988844 | — | ADVISORY (PARTICIPANTS) | $3K | — |
| NATIONWIDE | — | COLUMBUS, OH | ADVISORY | $2K | — |
Investments
44 direct securities· $18.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Target Retirement 2025 Investment Mutual Fund | — | — | — | $2.5M | 13.8% | |
| Vanguard Institutional Target Retirement 2035 Investment Mutual Fund | — | — | — | $1.9M | 10.3% | |
| Vanguard Institutional Target Retirement 2050 Investment Mutual Fund | — | — | — | $1.7M | 9.4% | |
| Vanguard Institutional Target Retirement 2040 Investment Mutual Fund | — | — | — | $1.4M | 7.5% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $1.4M | 7.4% | |
| Vanguard Institutional Target Retirement 2030 Investment Mutual Fund | — | — | — | $1.0M | 5.7% | |
| Vanguard Institutional Target Retirement 2070 Investment Mutual Fund ** 641 Vanguard Institutional Target Retirement Income Mutual Fund | — | — | — | $939K | 5.2% | |
| Vanguard Institutional Target Retirement 2045 Investment Mutual Fund | — | — | — | $904K | 5.0% | |
| Federated Hrms Government Obligations Premier Mutual Fund | — | — | — | $892K | 4.9% | |
| Vanguard Institutional Target Retirement 2060 Investment Mutual Fund | — | — | — | $770K | 4.2% | |
| Fidelity Lg Cap Growth Index Mutual Fund | — | — | — | $659K | 3.6% | |
| Vanguard Institutional Target Retirement 2055 Investment Mutual Fund | — | — | — | $640K | 3.5% | |
| American Funds New Economy R6 Mutual Fund | — | — | — | $537K | 2.9% | |
| Vanguard Institutional Target Retirement 2020 Investment Mutual Fund | — | — | — | $503K | 2.8% | |
| Vanguard Small Cap Index Fund AS Mutual Fund | — | — | — | $386K | 2.1% | |
| Calvert US Large Cap Core Index A Mutual Fund | — | — | — | $324K | 1.8% | |
| Vanguard GNMA Investment Mutual Fund | — | — | — | $265K | 1.5% | |
| Goldman Sachs GQG Partners International Opportunities Fund Mutual Fund | — | — | — | $220K | 1.2% | |
| PGIM Total Return Bond R6 Mutual Fund | — | — | — | $189K | 1.0% | |
| Neuberger Berman Genesis Fund Institutional Class Mutual Fund | — | — | — | $151K | 0.8% | |
| Fidelity Smcap Index Mutual Fund ** 199 Fidelity Mdcap Index Mutual Fund | — | — | — | $137K | 0.8% | |
| American Funds Washington Mutual R6 Mutual Fund | — | — | — | $121K | 0.7% | |
| Vanguard Short Term Treasury Investment Mutual Fund | — | — | — | $95K | 0.5% | |
| Fidelity International Index Mutual Fund | — | — | — | $91K | 0.5% | |
| Participant Loans to participants, bearing interest from 9.00% to 9.50% | — | — | — | $80K | 0.4% | |
| Vanguard Institutional Target Retirement 2065 Investment Mutual Fund | — | — | — | $67K | 0.4% | |
| Vanguard Selected Value Investment Mutual Fund | — | — | — | $40K | 0.2% | |
| Dodge & Cox International Stock Fund Mutual Fund | — | — | — | $37K | 0.2% | |
| Nationwide Loomis All Cap Growth R6 Mutual Fund | — | — | — | $34K | 0.2% | |
| Avnts US LgCap Val Inst Mutual Fund | — | — | — | $33K | 0.2% | |
| Vanguard US Growth Admiral Mutual Fund | — | — | — | $30K | 0.2% | |
| Avnts Emerging Markets Equity Fund Mutual Fund | — | — | — | $30K | 0.2% | |
| JPMorgan Equity Income Fund Class R5 Mutual Fund | — | — | — | $29K | 0.2% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $26K | 0.1% | |
| MFS MdCap Gr R6 Mutual Fund | — | — | — | $19K | 0.1% | |
| JPM MdCap Val R6 Mutual Fund | — | — | — | $18K | 0.1% | |
| PIMCO Real Return Fund Institutional Class Mutual Fund | — | — | — | $18K | <0.1% | |
| DFA Global Real Estate Securities Institutional Mutual Fund | — | — | — | $17K | <0.1% | |
| DWS Enhanced Commodity Strategy Fund Mutual Fund | — | — | — | $16K | <0.1% | |
| Lord Abbett High Yield Class R5 Mutual Fund | — | — | — | $11K | <0.1% | |
| Vanguard Explorer Fund Admiral Mutual Fund | — | — | — | $10K | <0.1% | |
| Avnts US SmCap Val Inst Mutual Fund | — | — | — | $9K | <0.1% | |
| Tcw Mtwst Total Return Bond Fund Class I Mutual Fund | — | — | — | $7K | <0.1% | |
| AB Global Bond Fund Mutual Fund | — | — | — | $5K | <0.1% |