Original filing (PDF)20250617162104NAL0002655648001

COMMUNITY ACTION PARTNER

Name: COMMUNITY ACTION PARTNER — COMMUNITY ACTION PARTNERSHIP OF SAN BERNARDINO COUNTY 403(B) PLAN, Form 5500 (2024)
Creator: COMMUNITY ACTION PARTNER

Form 5500-SF

FILING_RECEIVED

COMMUNITY ACTION PARTNERSHIP OF SAN BERNARDINO COUNTY 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

105

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY ACTION PARTNER.

Plan sponsor

Name

COMMUNITY ACTION PARTNER

EIN

95-2376882

Address

696 S TIPPECANOE AVE · SAN BERNARDINO, CA · 924082607

Phone

(909) 723-1514

Industry

Other Services (ex. Public Admin)see 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

2025-06-17

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

RACINE/KENOSHA COMMUNITY ACTION AGENCY, INC.

403(B) THRIFT PLAN OF RACINE/KENOSHA COMMUNITY ACTION AGENCY, INC.

$5.7M · 45 participants

BETTER HOUSING COALITION

403(B) THRIFT PLAN FOR EMPLOYEES OF BETTER HOUSING COALITION

$5.7M · 75 participants

THE LOTOS CLUB

THE LOTOS CLUB 401(K) PLAN

$5.7M · 17 participants

DELAWARE STATE FAIR, INC.

DELAWARE STATE FAIR, INC. 401(K) RETIREMENT PLAN

$5.7M · 16 participants

AAIM MANAGEMENT SERVICES

AAIM EMPLOYERS' ASSOCIATION 401(K) PLAN