· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JOHN TRACY CLINIC — THE RETIREMENT PLAN FOR EMPLOYEES OF JOHN TRACY CENTER, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20260106093754NAL0002549059001
JOHN TRACY CLINIC
Form 5500-SF
FILING_RECEIVED
THE RETIREMENT PLAN FOR EMPLOYEES OF JOHN TRACY CENTER
401(k) retirement plan
Active participants
44
Accounts w/ balance
44
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JOHN TRACY CLINIC
.
Find decision makers
Plan sponsor
Name
JOHN TRACY CLINIC
EIN
95-1642393
Address
2160 W. ADAMS BLVD · LOS ANGELES, CA · 90018
Phone
(213) 863-9946
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-09-01
Tax period
2025-08-31
Filed
2026-01-06
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
MICHAEL REESE HEALTH TRUST
MICHAEL REESE HEALTH TRUST 403(B) PLAN
$3.5M · 14 participants
YOUTH SERVICES OF TULSA, INC.
YOUTH SERVICES OF TULSA EMPLOYEES RETIREMENT PLAN
$3.5M · 83 participants
THE WILLIAM M. BEDELL ACHIEVEMENT & RESOURCE CENTER
THE WILLIAM M. BEDELL ACHIEVEMENT & RESOURCE CENTER EMPLOYEES' RETIREMENT PLAN
$3.5M · 89 participants
CENTRAL VERMONT COUNCIL ON AGING
CENTRAL VERMONT COUNCIL ON AGING, INC. 403(B) RETIREMENT PLAN
$3.5M · 37 participants
LIFESPAN RESOURCES INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
LIFESPAN RESOURCES 401K PLAN
$3.5M · 62 participants
NORTH COUNTY LIFELINE
403(B) THRIFT PLAN FOR EMPLOYEES OF NORTH COUNTY LIFELINE
$3.5M · 154 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
