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Original filing (PDF)20251015125125NAL0009668242001
CLINICA DE SALUD DEL VALLE DE SALINAS
Form 5500
FILING_RECEIVED
CLINICA DE SALUD DEL VALLE DE SALINAS 403(B) PLAN
403(b) retirement plan
Active participants
362
Accounts w/ balance
309
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
How this plan invests
This plan
20 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 (9 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLINICA DE SALUD DEL VALLE DE SALINAS.
Plan sponsor
Name
CLINICA DE SALUD DEL VALLE DE SALINAS
EIN
94-2652757
Address
55 CIRCLE PLAZA · SALINAS, CA · 93901
Phone
(831) 757-8689
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
2025-10-15
Pension benefit codes
2M · 403(b)(7) custodial accounts
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
OSCAR G ARMIJO CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA | — | NEW YORK, NY | RECORD KEEPER | $8K | — |
Investments
19 direct securities· $8.2M(90% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2035 Fund | — | — | — | $2.0M | 22.4% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2030 Fund | — | — | — | $862K | 9.4% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2045 Fund | — | — | — | $797K | 8.7% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2055 Fund | — | — | — | $746K | 8.2% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2050 Fund | — | — | — | $710K | 7.8% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA International Fund | — | — | — | $684K | 7.5% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Equity Index Fund | — | — | — | $588K | 6.4% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2040 Fund | — | — | — | $528K | 5.8% | |
| . GROUP ANNUITY CONTRACT Mutual of America Vanguard Treasury Money Market Investor | — | — | — | $353K | 3.9% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2020 Fund | — | — | — | $230K | 2.5% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2060 Fund | — | — | — | $174K | 1.9% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Equity Index Fund | — | — | — | $159K | 1.7% | |
| . GROUP ANNUITY CONTRACT Mutual of America Vanguard Total Bond Market Index Adm | — | — | — | $142K | 1.6% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Mid Cap Equity Index Fund | — | — | — | $62K | 0.7% | |
| . GROUP ANNUITY CONTRACT Mutual of America Loan Fund | — | — | — | $47K | 0.5% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Retirement Income Fund | — | — | — | $38K | 0.4% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2015 Fund | — | — | — | $30K | 0.3% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2065 Fund | — | — | — | $24K | 0.3% | |
| . GROUP ANNUITY CONTRACT Mutual of America Vanguard Real Estate Index Admiral | — | — | — | $3K | <0.1% |