Original filing (PDF)20251014130620NAL0006073906001

SOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOS ANGELES

Name: SOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOS ANGELES — SOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOS ANGELES 403(B) PLAN, Form 5500 (2024)
Creator: SOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOS ANGELES

Form 5500

FILING_RECEIVED

SOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOS ANGELES 403(B) PLAN

403(b) retirement plan

Active participants

103

Accounts w/ balance

178

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOS ANGELES.

Plan sponsor

Name

SOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOS ANGELES

EIN

95-1644622

Address

210 N. AVENUE 21 · LOS ANGELES, CA · 90031

Phone

(323) 224-6280

Industry

Other Services (ex. Public Admin)see 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

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

PENSION ASSURANCE LLP

Service providers (Schedule C)

4 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
RELIANCE	25-1833406	—	CUSTODY SERVICES	$228	—

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	RECORDKEEPER	$16K	—

Advisor / Consultant

Investments

33 direct securities· $4.6M(98% of reported assets)

Other securities

$4.5M

32 holdings

Bonds / Notes

$59K

1 holding

					% of plan
Fidelity 500 Index Mutual Fund	Other securities	—	—	$968K	20.7%
The Standard Stable Asset Fund A Fully Benefit-Responsive Investment Contract	Other securities	—	—	$681K	14.6%
MassMutual Ascend Life Insurance Company FlexMax Plus Insurance Contract	Other securities	—	—	$517K	11.1%
Dodge & Cox Income X Mutual Fund	Other securities	—	—	$496K	10.6%
Fidelity Large Cap Growth Index Mutual Fund	Other securities	—	—	$339K	7.3%
DFA International Core Equity Portfolio Fund Mutual Fund	Other securities	—	—	$178K	3.8%
Nuveen LifeCycle Index 2045 R6 Mutual Fund	Other securities	—	—	$168K	3.6%
TIAA-CREF LifeCycle Index 2035 Mutual Fund	Other securities	—	—	$166K	3.5%
TIAA-CREF LifeCycle Index 2025 Mutual Fund	Other securities	—	—	$118K	2.5%
Columbia Small Cap Index Fund Institutional 3 Class Mutual Fund	Other securities	—	—	$115K	2.5%
TIAA-CREF LifeCycle Index 2050 Mutual Fund	Other securities	—	—	$111K	2.4%
Vanguard Windsor II Admiral Mutual Fund	Other securities	—	—	$107K	2.3%
Vanguard Mid Cap Growth Index Admiral Mutual Fund	Other securities	—	—	$92K	2.0%
Participant Loans to participants, bearing interest from 5.25% to 10.50%	Bonds / Notes	—	—	$59K	1.3%
T. Rowe Price Retirement Income Mutual Fund	Other securities	—	—	$59K	1.3%
TIAA-CREF LifeCycle Index 2055 Mutual Fund	Other securities	—	—	$52K	1.1%
Vanguard Information Technology Index Admiral Mutual Fund	Other securities	—	—	$46K	1.0%
TIAA-CREF LifeCycle Index 2020 Mutual Fund	Other securities	—	—	$38K	0.8%
TIAA-CREF LifeCycle Index 2030 Mutual Fund	Other securities	—	—	$38K	0.8%
TIAA-CREF LifeCycle Index 2060 Mutual Fund	Other securities	—	—	$34K	0.7%
PIMCO Real Return Institutional Mutual Fund	Other securities	—	—	$33K	0.7%
TIAA-CREF LifeCycle Index 2040 Mutual Fund	Other securities	—	—	$33K	0.7%
TIAA-CREF LifeCycle Index 2065 Mutual Fund	Other securities	—	—	$29K	0.6%
John Hancock Disciplined Value Mid Cap I Mutual Fund ** 111 American Funds New Perspective R6 Mutual Fund	Other securities	—	—	$22K	0.5%
Well Fargo Advantage Spec Mid Cap Value I Mutual Fund	Other securities	—	—	$21K	0.5%
TIAA-CREF LifeCycle Index 2015 Mutual Fund	Other securities	—	—	$20K	0.4%
Columbia Mid Cap Index Fund Institutional 3 Class Mutual Fund	Other securities	—	—	$19K	0.4%
TIAA-CREF LifeCycle Index 2010 Mutual Fund	Other securities	—	—	$10K	0.2%
Vanguard Utilities Index Admiral Mutual Fund	Other securities	—	—	$5K	0.1%
American Funds American Balanced R6 Mutual Fund	Other securities	—	—	$2K	<0.1%
PIMCO Income Institutional Mutual Fund	Other securities	—	—	$1K	<0.1%
Federated Select Federated Hermes TTL Return Bond Mutual Fund	Other securities	—	—	$1K	<0.1%
Vanguard Health Care Index Admiral Mutual Fund	Other securities	—	—	$1K	<0.1%