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Original filing (PDF)20250716125256NAL0002415779001
MENTAL HEALTH AMERICA OF LOS ANGELES
Form 5500
FILING_RECEIVED
MHALA 403(B) PLAN
401(k) retirement plan
Active participants
510
Accounts w/ balance
373
Plan assets (EOY)
$13.4M
Net assets (EOY)
$13.4M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 50 bps in Schedule C fees — 74% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MENTAL HEALTH AMERICA OF LOS ANGELES.
Plan sponsor
Name
MENTAL HEALTH AMERICA OF LOS ANGELES
EIN
95-1881491
Address
3633 EAST BROADWAY · LONG BEACH, CA · 90803
Phone
(562) 285-1330
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
2025-07-16
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FARBER HASS HURLEY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $18K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACCELERATE INVESTMENT ADVISORS LLC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $20K | — |
| EMPOWER ADVISOR GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT ADVISOR | $8K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS INC | — | SAN DIEGO, CA | CONTRACT ADMIN | $14K | — |
| ACTUARIAL BENEFITS CORP | — | TORRANCE, CA | CONTRACT ADMIN | $8K | — |
Investments
36 direct securities· $12.0M(89% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2045 Target Date Retirement R4 Mutual Funds | — | — | — | $1.2M | 9.2% | |
| American Funds 2055 Target Date Retirement R4 Mutual Funds | — | — | — | $1.1M | 8.1% | |
| Putnam Dynamic Asset Alloc Balanced Fund A Mutual Funds | — | — | — | $1.0M | 7.6% | |
| Ishares S&P 500 Index Fund A Mutual Funds | — | — | — | $912K | 6.8% | |
| American Funds 2050 Target Date Retirement R4 Mutual Funds | — | — | — | $844K | 6.3% | |
| American Funds 2040 Target Date Retirement R4 Mutual Funds | — | — | — | $701K | 5.2% | |
| American Funds 2060 Target Date Retirement R4 Mutual Funds | — | — | — | $674K | 5.0% | |
| American Funds 2035 Target Date Retirement R4 Mutual Funds | — | — | — | $552K | 4.1% | |
| Fully benefit-responsive investment contract - * Empower Annuity Insurance Company of America Guaranteed Interest Fund | — | — | — | $518K | 3.9% | |
| American Funds 2030 Target Date Retirement R4 Mutual Funds | — | — | — | $487K | 3.6% | |
| American Funds 2025 Target Date Retirement R4 Mutual Funds | — | — | — | $441K | 3.3% | |
| Participant Loans 5.25% - 10.50% -0- | — | — | — | $396K | 2.9% | |
| American Funds 2020 Target Date Retirement R4 Mutual Funds | — | — | — | $338K | 2.5% | |
| American Funds New World Fund - R3 Mutual Funds | — | — | — | $337K | 2.5% | |
| party par or maturity value Cost value Investments - Ishares MSCI EAFE International Index Fund A Mutual Funds | — | — | — | $309K | 2.3% | |
| Putnam Dynamic Asset Alloc Conservative Fund A Mutual Funds | — | — | — | $281K | 2.1% | |
| party par or maturity value Cost value Investments - PGIM High Yield Fund Z Mutual Funds | — | — | — | $231K | 1.7% | |
| MFS Technology R3 Mutual Funds | — | — | — | $221K | 1.6% | |
| Principal Midcap S&P 400 Index Fund R5 Mutual Funds | — | — | — | $188K | 1.4% | |
| Columbia Dividend Income A Mutual Funds | — | — | — | $157K | 1.2% | |
| Ishares Russell 2000 Small-Cap Index Fund A Mutual Funds | — | — | — | $137K | 1.0% | |
| MFS International Growth R3 Mutual Funds | — | — | — | $134K | 1.0% | |
| Pioneer Bond Fund Y Mutual Funds | — | — | — | $118K | 0.9% | |
| Nuveen Large Cap Responsible Equity Ret Mutual Funds | — | — | — | $111K | 0.8% | |
| JPMorgan Large Cap Growth R3 Mutual Funds | — | — | — | $95K | 0.7% | |
| Principal Real Estate Securities Fund R5 Mutual Funds | — | — | — | $90K | 0.7% | |
| AB Global Bond Advisor Fund Mutual Funds | — | — | — | $66K | 0.5% | |
| Federated Hermes MDT Small Cap Growth Fund A Mutual Funds | — | — | — | $59K | 0.4% | |
| Empower Small Cap Value Inv Mutual Funds | — | — | — | $40K | 0.3% | |
| Macquarie Mid Cap Growth Y Mutual Funds | — | — | — | $40K | 0.3% | |
| Hartford Core Equity Fund R4 Mutual Funds | — | — | — | $38K | 0.3% | |
| Allspring Precious Metals A Mutual Funds | — | — | — | $36K | 0.3% | |
| PGIM Jennison Utility Fund R Mutual Funds | — | — | — | $21K | 0.2% | |
| BlackRock Health Sciences Opps Inv A Mutual Funds | — | — | — | $21K | 0.2% | |
| Empower International Value Inv Mutual Funds | — | — | — | $5K | <0.1% | |
| American Funds 2015 Target Date Retirement R4 Mutual Funds | — | — | — | $5K | <0.1% |