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Original filing (PDF)20251001160836NAL0018039827001
COMMUNITY ACTION PARTNERSHIP OF KERN
Form 5500
FILING_RECEIVED
COMMUNITY ACTION PARTNERSHIP OF KERN 401A PLAN
Defined-contribution retirement plan
Active participants
1,080
Accounts w/ balance
1,336
Plan assets (EOY)
$29.2M
Net assets (EOY)
$29.2M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY ACTION PARTNERSHIP OF KERN.
Plan sponsor
Name
COMMUNITY ACTION PARTNERSHIP OF KERN
EIN
95-2402760
Address
1300 18TH STREET STE 200 · BAKERSFIELD, CA · 93301
Phone
(661) 336-5236
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-03-01
Tax period
2025-02-28
Filed
2025-10-01
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DANIELLS PHILLIPS VAUGHAN & BOCK
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $61K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMUNITY ACTION PARTNERSHIP OF KER | 95-2402760 | — | PLAN SPONSOR | $22K | — |
Investments
19 direct securities· $23.7M(81% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nationwide Life Insurance Company AmFds 2045 TrgtDtRtrmt R6 | — | — | — | $4.4M | 15.1% | |
| Nationwide Life Insurance Company AmFds 2035 TrgtDtRtrmt R6 | — | — | — | $3.2M | 11.0% | |
| Nationwide Life Insurance Company AmFds 2040 TrgtDtRtrmt R6 | — | — | — | $3.1M | 10.6% | |
| Nationwide Life Insurance Company AmFds 2030 TrgtDtRtrmt R6 | — | — | — | $2.6M | 8.7% | |
| Nationwide Life Insurance Company AmFds 2050 TrgtDtRtrmt R6 | — | — | — | $2.1M | 7.3% | |
| Nationwide Life Insurance Company AmFds 2025 TrgtDtRtrmt R6 | — | — | — | $2.0M | 6.7% | |
| Nationwide Life Insurance Company AmFds 2020 TrgtDtRtrmt R6 | — | — | — | $1.4M | 4.9% | |
| Nationwide Life Insurance Company AmFds 2060 TrgtDtRtrmt R6 | — | — | — | $1.2M | 4.0% | |
| Nationwide Life Insurance Company AmFds 2055 TrgtDtRtrmt R6 | — | — | — | $1.1M | 3.8% | |
| Nationwide Life Insurance Company BlkRk iS S P 500 Indx K | — | — | — | $755K | 2.6% | |
| Nationwide Life Insurance Company Virtus KAR MdCap Cor R6 | — | — | — | $731K | 2.5% | |
| Nationwide Life Insurance Company Vngrd Ttl Bnd Mkt Idx Adm | — | — | — | $520K | 1.8% | |
| Nationwide Life Insurance Company AmFds New Wld R6 | — | — | — | $313K | 1.1% | |
| Nationwide Life Insurance Company Vngrd Explr Adml | — | — | — | $160K | 0.5% | |
| Nationwide Life Insurance Company Vngrd Mid-Cap Idx Fd AS | — | — | — | $98K | 0.3% | |
| Nationwide Life Insurance Company AmFds 2065 TrgtDtRtrmt R6 | — | — | — | $23K | <0.1% | |
| Nationwide Life Insurance Company CohenStrs Inst Real | — | — | — | $10K | <0.1% | |
| Nationwide Life Insurance Company Vngrd Trsry Mny Mkt Inv | — | — | — | $3K | <0.1% | |
| Nationwide Life Insurance Company Avnts Intl Eq Inst | — | — | — | $3K | <0.1% |