Original filing (PDF)20251015193636NAL0005745313001

CHILDRENS HOSPITAL LOS ANGELES

Name: CHILDRENS HOSPITAL LOS ANGELES — CHILDRENS HOSPITAL LOS ANGELES EMPLOYEES 403 (B) PLAN, Form 5500 (2024)
Creator: CHILDRENS HOSPITAL LOS ANGELES

Form 5500

FILING_RECEIVED

CHILDRENS HOSPITAL LOS ANGELES EMPLOYEES 403 (B) PLAN

403(b) retirement plan

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

7,844

Accounts w/ balance

1,867

Plan assets (EOY)

$155.5M

Net assets (EOY)

$155.5M

How this plan invests

This plan

18 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade C

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHILDRENS HOSPITAL LOS ANGELES.

Plan sponsor

Name

CHILDRENS HOSPITAL LOS ANGELES

EIN

95-1690977

Address

4650 SUNSET BLVD. · LOS ANGELES, CA · 90027

Phone

(323) 361-6008

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

006

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

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

HOLTHOUSE CARLIN & VAN TRIGT LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$59K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FOCUS OPERATING LLC DBA JFS WEALTH	—	LAKE SUCCESS, NY	INVESTMENT ADVISOR	$34K	—

Investments

18 direct securities· $154.5M(99% of reported assets)

					% of plan
Vanguard Institutional Index Fund Mutual Fund	Other securities	—	—	$25.1M	16.1%
Fully benefit-responsive investment contract * Prudential Guaranteed Income Fund Guaranteed Income Fund	Other securities	—	—	$14.6M	9.4%
American Funds EuroPacific Growth Fund Mutual Fund	Other securities	—	—	$13.9M	8.9%
Vanguard Total International Stock Market Fund Mutual Fund	Other securities	—	—	$13.8M	8.9%
PGIM Jennison Growth Fund Mutual Fund	Other securities	—	—	$11.9M	7.7%
American Funds Growth Fund of America Mutual Fund	Other securities	—	—	$11.9M	7.7%
T. Rowe Price Equity Income Fund Mutual Fund	Other securities	—	—	$8.2M	5.3%
Dodge & Cox Income Fund Mutual Fund	Other securities	—	—	$7.7M	5.0%
Vanguard Total Bond Market Index Fund Mutual Fund	Other securities	—	—	$7.5M	4.8%
T. Rowe Price New Horizons Fund Mutual Fund	Other securities	—	—	$7.1M	4.6%
Victory Sycamore Established Value Fund Mutual Fund	Other securities	—	—	$6.5M	4.2%
American Funds American Balanced Fund Mutual Fund	Other securities	—	—	$5.8M	3.7%
Vanguard Mid Cap Index Fund Mutual Fund	Other securities	—	—	$5.5M	3.5%
Dodge & Cox Stock Fund Mutual Fund	Other securities	—	—	$5.2M	3.3%
Vanguard Small Cap Index Fund Mutual Fund	Other securities	—	—	$3.6M	2.3%
Investments American Beacon Small Cap Value Fund Mutual Fund	Other securities	—	—	$2.8M	1.8%
American Funds New Perspective Fund Mutual Fund	Other securities	—	—	$1.9M	1.2%
Fidelity Small Cap Growth Fund Mutual Fund	Other securities	—	—	$1.4M	0.9%