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Original filing (PDF)20250924150417NAL0003095283001
SYCAMORES
Form 5500
FILING_RECEIVED
SYCAMORES 401(K) PLAN
401(k) retirement plan
Active participants
530
Accounts w/ balance
686
Plan assets (EOY)
$48.5M
Net assets (EOY)
$48.5M
How this plan invests
This plan
1 pooled trust
Schedule D
24 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 (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYCAMORES.
Plan sponsor
Name
SYCAMORES
EIN
95-1691005
Address
840 N AVENUE 66 · LOS ANGELES, CA · 90042
Phone
(626) 395-7100
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
GREEN HASSON JANKS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $13K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC | — | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $66K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HATHAWAY-SYCAMORES CHILD & FAMILY S | — | PASADENA, CA | OTHER | $16K | — |
Investments
23 direct securities · 1 pooled fund· $48.5M(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.
Uncategorized
$41.2M
23 holdings
Common Collective Trust
$7.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INVESCO STABLE VALUE FUND INVESCO FUNDS · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $7.3M | 15.0% | |
| American Funds Growth Fund of America R4 | — | — | — | $6.0M | 12.4% | |
| American Funds 2045 Target Date Fund R4 | — | — | — | $4.2M | 8.7% | |
| American Funds 2030 Target Date Fund R4 | — | — | — | $4.2M | 8.6% | |
| American Funds 2035 Target Date Fund R4 | — | — | — | $3.7M | 7.7% | |
| American Funds 2040 Target Date Fund R4 | — | — | — | $2.7M | 5.5% | |
| American Funds 2050 Target Date Fund R4 | — | — | — | $2.6M | 5.4% | |
| American Funds American Balanced Fund R4 | — | — | — | $2.3M | 4.8% | |
| American Funds 2055 Target Date Fund R4 | — | — | — | $2.3M | 4.7% | |
| Goldman Sachs US Equity Insights A | — | — | — | $2.2M | 4.6% | |
| American Funds Washington Mutual Fund R4 | — | — | — | $1.6M | 3.2% | |
| Victory Sycamore Established Value A Fund | — | — | — | $1.4M | 2.9% | |
| Putnam Income A Fund | — | — | — | $1.2M | 2.5% | |
| American Funds Capital World Growth & Income Fund R4 | — | — | — | $1.2M | 2.5% | |
| American Funds Europacific Growth Fund R4 | — | — | — | $1.1M | 2.3% | |
| American Funds 2060 Target Date Fund R4 | — | — | — | $1.0M | 2.1% | |
| American Funds 2025 Target Date Fund R4 | — | — | — | $988K | 2.0% | |
| Maturing through September 2033 | — | — | — | $725K | 1.5% | |
| American Funds 2020 Target Date Fund R4 | — | — | — | $473K | 1.0% | |
| American Funds 2010 Target Date Fund R4 | — | — | — | $368K | 0.8% | |
| Invesco Real Estate R Fund | — | — | — | $277K | 0.6% | |
| American Funds 2065 Target Date Fund R4 | — | — | — | $236K | 0.5% | |
| American Funds Income Fund of America R4 | — | — | — | $216K | 0.4% | |
| American Funds 2015 Target Date Fund R4 | — | — | — | $79K | 0.2% |
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