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Original filing (PDF)20250912102601NAL0001219201001
PILGRIM PLACE IN CLAREMONT
Form 5500
FILING_RECEIVED
PILGRIM PLACE IN CLAREMONT 403(B) PLAN
403(b) retirement plan
Signals · 2
~79 bps in Sched C feesNo recordkeeper disclosed
Active participants
237
Accounts w/ balance
214
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 79 bps in Schedule C fees — 52% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PILGRIM PLACE IN CLAREMONT.
Plan sponsor
Name
PILGRIM PLACE IN CLAREMONT
EIN
95-1691301
Address
625 MAYFLOWER ROAD · CLAREMONT, CA · 91711
Phone
(909) 399-5500
Industry
Health Care & Social Assistancesee 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
2025-09-12
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
CLIFTON LARSON ALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $37K | — |
| INDEPENDENT FINANCIAL GROUP, LLC | 71-0927304 | — | NONE | $27K | — |
Investments
27 direct securities· $8.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fully Benefit-Responsive Investment Contract * The Standard Stable Asset Fund A | — | — | — | $1.1M | 13.3% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $780K | 9.6% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $773K | 9.6% | |
| American Funds American Funds American Balanced | — | — | — | $754K | 9.3% | |
| John Hancock John Hancock Bond R6 | — | — | — | $741K | 9.2% | |
| Vanguard Total Stock Mkt Index Adm | — | — | — | $499K | 6.2% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $463K | 5.7% | |
| Calvert US Large Cap Growth | — | — | — | $455K | 5.6% | |
| Vanguard Developed Markets Idx Adm | — | — | — | $283K | 3.5% | |
| Prudential High-Yield Z 18 Vanguard Wellesley Income Admiral | — | — | — | $281K | 3.5% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $276K | 3.4% | |
| Participants Participant Loans Rates from 3.5% to 8.50% | — | — | — | $219K | 2.7% | |
| Vanguard Equity-Income Adm | — | — | — | $217K | 2.7% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $166K | 2.1% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $166K | 2.0% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $158K | 2.0% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $155K | 1.9% | |
| Vanguard Small Cap Value Inx Adm | — | — | — | $102K | 1.3% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $98K | 1.2% | |
| Vanguard Explorer Adm | — | — | — | $96K | 1.2% | |
| Vanguard Mid-Cap Growth Inx Adm | — | — | — | $77K | 0.9% | |
| Vanguard Total World Stock Index Adm | — | — | — | $71K | 0.9% | |
| Vanguard Target Retirement Income Inv. | — | — | — | $68K | 0.8% | |
| MFS Mid Cap Value R6 | — | — | — | $59K | 0.7% | |
| DFA US Small Cap Port | — | — | — | $28K | 0.3% | |
| Vanguard Lifestrategy Growth Inv | — | — | — | $25K | 0.3% | |
| Vanguard Short-Term Infl-Prot Sec | — | — | — | $5K | <0.1% |