How big is Hillsides' plan?

Hillsides' plan reported $19.2M in assets and 411 participants for 2024.

Original filing (PDF)20251010162440NAL0004787379001

Hillsides

Name: Hillsides — Hillsides Employees' 401(k) Plan, Form 5500 (2024)
Creator: Hillsides
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Hillsides Employees' 401(k) Plan

401(k) retirement plan · Hillsides' Hillsides Employees' 401(k) Plan held $19.2M in plan assets for 411 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

1 failed disclosureCorrective distributions issued

Active participants

411

Accounts w/ balance

357

Plan assets (EOY)

$19.2M

Net assets (EOY)

$19.2M

People on this filing

GREG Santilli signed Hillsides' 2024 Form 5500 as plan administrator.

GREG Santilli — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Hillsides' EIN is 95-1644022.

EIN 95-1644022

Plan number 002

Plan year 2024

ACK ID 20251010162440NAL0004787379001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hillsides from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hillsides' plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HILLSIDES.

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How this plan invests

This plan

3 pooled trusts

Schedule D

23 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Plan sponsor

Name

HILLSIDES

EIN

all filings

Address

940 AVENUE 64 · PASADENA, CA · 911052711

Phone

(323) 254-2274

Industry

Health Care & Social Assistance

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

2025-10-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$33K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	ADVISOR	$29K	—
WELLTH ADVISORY SERVICES LLC

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

23 direct securities · 3 pooled funds· $19.4M(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.

Mutual Funds

$18.1M

14 holdings

Other securities

$682K

3 holdings

Common Collective Trusts

$487K

6 holdings

Common Collective Trust

$135K

3 holdings

					% of plan
American Funds Target Date 2035 R6 Fund Mutual fund	Mutual Funds	—	—	$3.6M	18.8%
American Funds Target Date 2040 R6 Fund Mutual fund	Mutual Funds	—	—	$2.9M	14.8%
American Funds Target Date 2050 R6 Fund Mutual fund	Mutual Funds	—	—	$2.7M	13.9%
American Funds Target Date 2045 R6 Fund Mutual fund	Mutual Funds	—	—	$2.6M	13.5%
American Funds Target Date 2055 R6 Fund Mutual fund	Mutual Funds	—	—	$1.8M	9.5%
American Funds Target Date 2030 R6 Fund Mutual fund	Mutual Funds	—	—	$1.8M	9.3%
American Funds Target Date 2025 R6 Fund Mutual fund	Mutual Funds	—	—	$1.1M	5.7%
American Funds Target Date 2015 R6 Fund Mutual fund	Mutual Funds	—	—	$651K	3.4%
American Funds Target Date 2060 R6 Fund Mutual fund	Mutual Funds	—	—	$610K	3.2%
Notes receivable from participants maturities through July 2033 -	Other securities	—	—	$433K	2.2%
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$359K	1.9%
Goldman Sacks FS Government R6 Fund Mutual fund	Other securities	—	—	$245K	1.3%
American Funds Target Date 2010 R6 Fund Mutual fund	Mutual Funds	—	—	$179K	0.9%
Large Cap Value Fund Common collective trust	Common Collective Trusts	—	—	$96K	0.5%
LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001	Common Collective Trust	—	—	$96K	0.5%
American Funds Target Date 2020 R6 Fund Mutual fund	Mutual Funds	—	—	$86K	0.4%
American Funds Target Date 2065 R6 Fund Mutual fund	Mutual Funds	—	—	$51K	0.3%
J H INTL ALPHA EQ U GREAT GRAY TRUST COMPANY · EIN 38-7275329 / PN 001	Common Collective Trust	—	—	$23K	0.1%
Fidelity Total Bond K6 Fund Mutual fund	Mutual Funds	—	—	$23K	0.1%
Putnam Large Cap Value Fund Common collective trust	Common Collective Trusts	—	—	$16K	<0.1%
PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426	Common Collective Trust	—	—	$16K	<0.1%
Fidelity Small Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$7K	<0.1%
Fidelity Total International Index Fund Mutual fund	Common Collective Trusts	—	—	$7K	<0.1%
T. Rowe Price Divers Mid Cap Fund Mutual fund	Other securities	—	—	$5K	<0.1%
Fidelity Mid Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$2K	<0.1%
Fidelity Small Cap Value Fund Mutual fund	Mutual Funds	—	—	$2K	<0.1%