Original filing (PDF)20251103130147NAL0005567523001

THE WHOLE CHILD

Name: THE WHOLE CHILD — THE WHOLE CHILD 401(K) PLAN, Form 5500 (2023)
Creator: THE WHOLE CHILD

Form 5500

FILING_RECEIVED

THE WHOLE CHILD 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 5.6 mo

Active participants

146

Accounts w/ balance

143

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE WHOLE CHILD.

Plan sponsor

Name

THE WHOLE CHILD

EIN

95-2031148

Address

10155 COLIMA ROAD · WHITTIER, CA · 90603

Phone

(562) 692-0383

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-11-03

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)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS. CO. AMERICA	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$1K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
INCENTIVE BENEFITS, INC.	—	PASADENA, CA	CONTRACT ADMIN	$650	—

Other

Name	EIN	Location	Relation	Direct comp

Investments

1 pooled fund· $5.4M(96% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000	Pooled Separate Account	$5.4M	95.8%

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