Original filing (PDF)20250124155415NAL0013605616001

FEDERAL DEFENDERS OF SAN DIEGO, INC.

Name: FEDERAL DEFENDERS OF SAN DIEGO, INC. — FEDERAL DEFENDERS OF SAN DIEGO, INC. 401(K) PENSION PLAN, Form 5500 (2023)
Creator: FEDERAL DEFENDERS OF SAN DIEGO, INC.

Form 5500

FILING_RECEIVED

FEDERAL DEFENDERS OF SAN DIEGO, INC. 401(K) PENSION PLAN

401(k) retirement plan

Active participants

145

Accounts w/ balance

247

Plan assets (EOY)

$59.4M

Net assets (EOY)

$59.4M

How this plan invests

This plan

12 collective trusts

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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FEDERAL DEFENDERS OF SAN DIEGO, INC..

Plan sponsor

Name

FEDERAL DEFENDERS OF SAN DIEGO, INC.

EIN

95-2678506

Address

225 BROADWAY #900 · SAN DIEGO, CA · 92101

Phone

(619) 234-8467

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-01-24

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)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER RETIREMENT ADVISORY	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$23K	—
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$13K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

12 pooled funds· $25.3M(43% 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

$23.5M

10 holdings

Pooled Separate Account

$1.8M

2 holdings

			% of plan
GREAT GRAY TRUST AMER FUNDS 2040 I GREAT GRAY · EIN 38-4126264 / PN 568	Common Collective Trust	$5.8M	9.7%
GREAT GRAY TRUST AMER FUNDS 2030 I GREAT GRAY · EIN 38-4126262 / PN 566	Common Collective Trust	$4.3M	7.2%
GREAT GRAY TRUST AMER FUNDS 2035 I GREAT GAY · EIN 38-4126263 / PN 567	Common Collective Trust	$3.9M	6.6%
GREAT GRAY TRUST AMER FUNDS 2050 I GREAT GAY · EIN 38-4126266 / PN 570	Common Collective Trust	$3.3M	5.6%
GREAT GRAY TRUST AMER FUNDS 2055 I GREAT GAY · EIN 38-4126267 / PN 571	Common Collective Trust	$2.2M	3.8%
GREAT GRAY TRUST AMER FUNDS 2045 I GREAT GAY · EIN 38-4126265 / PN 569	Common Collective Trust	$1.7M	2.9%
GREAT GRAY TRUST AMER FUNDS 2025 I GREAT GAY · EIN 38-4126261 / PN 565	Common Collective Trust	$1.3M	2.2%
FUTUREFUNDS SERIES ACCT II OF GWL&A EMPOWER ANNUITY INSURANCE CO OF AMERICA · EIN 84-0467907 / PN 003	Pooled Separate Account	$939K	1.6%
LARGE CAP GROWTH/ JP MORGAN INVST EMPOWER ANNUITY INS COMPANY · EIN 06-1050034 / PN 141	Pooled Separate Account	$899K	1.5%
GREAT GRAY TRUST AMER FUNDS 2060 I GREAT GRAY · EIN 38-4126268 / PN 572	Common Collective Trust	$860K	1.4%
GREAT GRAY TRUST AMER FUNDS 2015 I GREAT GAY · EIN 38-4126259 / PN 563	Common Collective Trust	$47K	<0.1%
GREAT GRAY TRUST AMER FUNDS 2065 I GREAT GRAY · EIN 38-7275308 / PN 777	Common Collective Trust	$36K	<0.1%

1–12 of 12

Related plans

Other plans using WORLD INVESTMENT ADVISORS LLC

CARPENTERS PENSION TRUST FUND FOR NORTHERN CALIFORNIA

$6.0B · 19,919 participants

BOARD OF TRUSTEES SCREEN ACTORS GUILD - PRODUCERS

SCREEN ACTORS GUILD - PRODUCERS PENSION PLAN

$5.3B · 31,218 participants

CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIA

$3.3B · 24,741 participants

CAESARS ENTERTAINMENT INC.

CAESARS ENTERTAINMENT, INC 401(K) PLAN

$1.9B · 34,759 participants

Name	EIN	Location	Relation	Direct comp	Indirect comp
ACTUARIAL BENEFITS CORP	—	TORRANCE, CA	TPA	$11K	—
ASCENSUS HOLDINGS	—	SAN DIEGO, CA	TPA	$9K	—