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Original filing (PDF)20251014181959NAL0001754579001
GOLDEN RAIN FOUNDATION
Form 5500
FILING_RECEIVED
GOLDEN RAIN FOUNDATION 401(K) PLAN
401(k) retirement plan
Signals · 1
35% in single holding
Active participants
190
Accounts w/ balance
155
Plan assets (EOY)
$10.9M
Net assets (EOY)
$10.9M
How this plan invests
This plan
17 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
82
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Great Gray Stable Value Fund Fee Class R1" is 35% of plan.
- 50 bps in Schedule C fees — 72% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOLDEN RAIN FOUNDATION.
Plan sponsor
Name
GOLDEN RAIN FOUNDATION
EIN
95-2146121
Address
13531 ST ANDREWS DRIVE · BUILDING A · SEAL BEACH, CA · 90740
Phone
(562) 431-6586
Industry
Real Estatesee 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
2025-10-14
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)
3B · Covers self-employed individuals
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 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BALDWIN GROUP WEALTH ADVISORS | — | IRVINE, CA | INVESTMENT ADVISOR | $38K | — |
Investments
9 direct securities · 17 pooled funds· $10.9M(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.
Common Collective Trust
$9.3M
17 holdings
Uncategorized
$1.6M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STABLE VALUE FUND FEE CLASS R1 GREAT GRAY · EIN 85-4031707 / PN 000 | Common Collective Trust | — | — | $3.9M | 35.4% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 31-4139848 / PN 626 | Common Collective Trust | — | — | $1.9M | 17.5% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.1M | 9.8% | |
| GREAT GRAY T. ROWE PRICE RET 2030 T GREAT GRAY · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $559K | 5.1% | |
| GREAT GRAY T. ROWE PRICE RET 2045 T GREAT GRAY · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $463K | 4.2% | |
| Fidelity 500 Index | — | — | — | $381K | 3.5% | |
| Fidelity Advisor Equity Growth | — | — | — | $274K | 2.5% | |
| Fidelity Mid Cap Index | — | — | — | $254K | 2.3% | |
| GREAT GRAY T. ROWE PRICE RET 2065 T GREAT GRAY · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $253K | 2.3% | |
| GREAT GRAY T. ROWE PRICE RET 2020 T GREAT GRAY · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $244K | 2.2% | |
| American Funds American Funds International Vntg | — | — | — | $235K | 2.2% | |
| JPMorgan Core Bond R6 | — | — | — | $202K | 1.9% | |
| GREAT GRAY T. ROWE PRICE RET 2055 T GREAT GRAY · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $202K | 1.9% | |
| GREAT GRAY T. ROWE PRICE RET 2040 T GREAT GRAY · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $171K | 1.6% | |
| GREAT GRAY T. ROWE PRICE RET 2025 T GREAT GRAY · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $146K | 1.3% | |
| Participants Participant Loans Rates from 4.25% to 9.5% - | — | — | — | $145K | 1.3% | |
| GREAT GRAY T. ROWE PRICE RET 2035 T GREAT GRAY · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $143K | 1.3% | |
| GREAT GRAY T. ROWE PRICE RET 2060 T GREAT GRAY · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $126K | 1.2% | |
| Fidelity Small Cap Index | — | — | — | $101K | 0.9% | |
| GREAT GRAY T. ROWE PRICE RET 2050 T GREAT GRAY · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $52K | 0.5% | |
| Fidelity International Index | — | — | — | $38K | 0.4% | |
| MID CAP GROWTH FUND II CLASS R1 GREAT GRAY · EIN 38-7304118 / PN 183 | Common Collective Trust | — | — | $28K | 0.3% | |
| GREAT GRAY T. ROWE PRICE RET 2015 T GREAT GRAY · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $26K | 0.2% | |
| SMALL CAP VALUE FUND II FEE CLASS R GREAT GRAY · EIN 38-4126250 / PN 000 | Common Collective Trust | — | — | $13K | 0.1% | |
| Principal JPMorgan Core Bond R6 | — | — | — | $11K | 0.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
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