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Original filing (PDF)20251001103436NAL0015935632001
CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC.
Form 5500
FILING_RECEIVED
CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
602
Accounts w/ balance
1,023
Plan assets (EOY)
$201.8M
Net assets (EOY)
$201.8M
How this plan invests
This plan
7 pooled trusts
Schedule D
21 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 (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC..
Plan sponsor
Name
CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC.
EIN
94-2613220
Address
2625 E. DIVISADERO ST. · FRESNO, CA · 93721
Phone
(559) 453-5200
Industry
Health Care & Social Assistancesee 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
2025-10-01
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BEAN HUNT HARRIS & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | — | NEWPORT BEACH, CA | INVESTMENT ADVISOR | $110K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARLSON QUINN | — | EMERYVILLE, CA | THIRD PARTY PLAN ADMIN | $0 | — |
Investments
18 direct securities · 7 pooled funds· $228.8M(100% 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
$143.9M
18 holdings
Common Collective Trust
$84.9M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS STABLE VALUE S1 GOLDMAN SACHS TRUST CO NA27093385 · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $27.1M | 13.4% | |
| Fidelity 500 Index Fund | — | — | — | $22.9M | 11.4% | |
| Self-Directed Brokerage Accounts Total | — | — | — | $21.3M | 10.6% | |
| Fid US Bd Id Fd | — | — | — | $19.2M | 9.5% | |
| PUTNAM LARGE CAP VALUE TR CL 1A PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $15.8M | 7.8% | |
| Virtus Crdx Md Cp Vl Eq Tr 2 | — | — | — | $15.5M | 7.7% | |
| WILMINGTON TRUST MFS GROWTH S WILMINGTON TRUST FUNDS · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $15.5M | 7.7% | |
| BLACKROCK TOTAL RETURN FUND CLASS 6 WILMINGTON TRUST FUNDS · EIN 82-2914183 / PN 264 | Common Collective Trust | — | — | $14.9M | 7.4% | |
| JPMorgan Emrg Mkts Eqty Fd R6 | — | — | — | $10.2M | 5.1% | |
| Victory Trv Intl SmCp Fd R6 | — | — | — | $10.0M | 5.0% | |
| Fidelity Intl Index Fnd | — | — | — | $9.0M | 4.5% | |
| Fidelity Adv Divr Intl Fnd Z | — | — | — | $8.1M | 4.0% | |
| Fidelity Mid Cap Idx Fd | — | — | — | $5.2M | 2.6% | |
| Columbia Trust Small Cap Value A | — | — | — | $4.4M | 2.2% | |
| CARILLON EAGLE MID CAP GROWTH FUND ALTA FUNDS · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $4.4M | 2.2% | |
| Fidelity Sm Cp Ind Fd | — | — | — | $4.2M | 2.1% | |
| Wilmington Trust MFS Growth CIT S | — | — | — | $3.8M | 1.9% | |
| VITRIS CEREDEX MID-CAP VALUE EQ II SEI DWIGHT FUNDS · EIN 45-1287157 / PN 001 | Common Collective Trust | — | — | $3.8M | 1.9% | |
| Carillon Eagle Mid Cap Growth Fund | — | — | — | $3.4M | 1.7% | |
| COLUMBIA TRUST SMALL CAP VALUE II A AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 165 | Common Collective Trust | — | — | $3.4M | 1.7% | |
| FedHerms Kaufmann Sm Cap Fd R6 | — | — | — | $3.1M | 1.5% | |
| Vangrd Wellesley Inc Fnd Adm | — | — | — | $2.4M | 1.2% | |
| Participant Loans | — | — | — | $637K | 0.3% | |
| Voya Gv Mny Mkt F A (Hld Acct) | — | — | — | $259K | 0.1% | |
| Northwestern Ins-13154096 | — | — | — | $205K | 0.1% |