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Original filing (PDF)20250902111842NAL0024366128001
COMMUNITY WEST BANK
Form 5500
FILING_RECEIVED
COMMUNITY WEST BANK RETIREMENT PLAN
401(k) retirement plan
Active participants
345
Accounts w/ balance
430
Plan assets (EOY)
$44.5M
Net assets (EOY)
$44.5M
How this plan invests
This plan
2 pooled trusts
Schedule D
30 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
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY WEST BANK.
Plan sponsor
Name
COMMUNITY WEST BANK
EIN
94-2589722
Address
7100 FINANCIAL DRIVE, SUITE 101 · FRESNO, CA · 93720
Phone
(559) 298-1775
Industry
Finance & Insurancesee all
Plan administrator
Name
ADMINISTRATIVE COMMITTEE
EIN
94-2882848
City
FRESNO, CA
Phone
(559) 298-1775
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-02
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)
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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AM | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $58K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $5K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARLSON QUINN & ASSOCIATES | 94-3210526 | — | CONTRACT ADMIN | $600 | — |
Investments
28 direct securities · 2 pooled funds· $43.5M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$39.4M
28 holdings
Common Collective Trust
$4.1M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2025 Target Date Retirement Fund | — | — | — | $6.2M | 13.8% | |
| Fidelity 500 Index Fund | — | — | — | $5.8M | 13.0% | |
| American Funds American Funds 2035 Target Date Retirement Fund | — | — | — | $4.2M | 9.5% | |
| American Funds American Funds 2045 Target Date Retirement Fund | — | — | — | $3.7M | 8.4% | |
| American Funds American Funds 2030 Target Date Retirement Fund | — | — | — | $2.8M | 6.3% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $2.3M | 5.1% | |
| American Funds American Funds 2040 Target Date Retirement Fund | — | — | — | $2.2M | 4.9% | |
| American Funds American Funds 2050 Target Date Retirement Fund | — | — | — | $1.9M | 4.3% | |
| MFS GROWTH EQUITY FUND CLASS S GREAT GRAY · EIN 38-4126293 / PN 001 | Common Collective Trust | — | — | $1.9M | 4.2% | |
| Vanguard Mid Cap Index Fund | — | — | — | $1.1M | 2.6% | |
| PIMCO Funds PIMCO High Yield Fund | — | — | — | $1.1M | 2.5% | |
| American Funds American Funds 2055 Target Date Retirement Fund | — | — | — | $1.1M | 2.5% | |
| Mass Mutual Mass Mutual Mid Cap Growth Fund | — | — | — | $1.1M | 2.4% | |
| JP Morgan JP Morgan Total Return Fund | — | — | — | $889K | 2.0% | |
| Vanguard Total International Stock Index Fund | — | — | — | $846K | 1.9% | |
| Registered Investment Companies Allspring Disciplined U.S. Core Fund | — | — | — | $808K | 1.8% | |
| Vanguard Small Cap Index Fund | — | — | — | $755K | 1.7% | |
| JP Morgan JP Morgan Mid-Cap Value Fund | — | — | — | $632K | 1.4% | |
| American Funds American Funds 2060 Target Date Retirement Fund | — | — | — | $603K | 1.4% | |
| Mass Mutual Mass Mutual Overseas Fund | — | — | — | $591K | 1.3% | |
| through December 2029 | — | — | — | $529K | 1.2% | |
| American Funds American Funds Capital World Growth and Income Fund | — | — | — | $494K | 1.1% | |
| Vanguard Equity-Income Fund | — | — | — | $410K | 0.9% | |
| Invesco Discovery Fund | — | — | — | $367K | 0.8% | |
| Victory Sycamore Small Company Opportunity Fund | — | — | — | $332K | 0.7% | |
| DFA Emerging Markets Core Equity | — | — | — | $307K | 0.7% | |
| American Funds American Funds 2020 Target Date Retirement Fund | — | — | — | $263K | 0.6% | |
| American Funds American Funds 2010 Target Date Retirement Fund | — | — | — | $183K | 0.4% | |
| Invesco Main Street Small Cap Fund | — | — | — | $138K | 0.3% | |
| American Funds American Funds 2015 Target Date Retirement Fund | — | — | — | $58K | 0.1% |