Original filing (PDF)20251007115350NAL0002438291001

CHILDRENS RESOURCE & REFERRAL OF SANTA BARBARA COUNTY

Name: CHILDRENS RESOURCE & REFERRAL OF SANTA BARBARA COUNTY — CHILDREN'S RESOURCE & REFERRAL OF SANTA BARBARA COUNTY CASH BALANCE PLAN, Form 5500 (2024)
Creator: CHILDRENS RESOURCE & REFERRAL OF SANTA BARBARA COUNTY

Form 5500-SF

FILING_RECEIVED

CHILDREN'S RESOURCE & REFERRAL OF SANTA BARBARA COUNTY CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$680K

Net assets (EOY)

$680K

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 CHILDRENS RESOURCE & REFERRAL OF SANTA BARBARA COUNTY.

Plan sponsor

Name

CHILDRENS RESOURCE & REFERRAL OF SANTA BARBARA COUNTY

EIN

95-2684041

Address

2861 AIRPARK DRIVE, SUITE 201 · SANTA MARIA, CA · 93455

Phone

(805) 925-6701

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

CLOUD 9 AKADEMIE LLC DBA LIGHTBRIDGE ACADEMY

LIGHTBRIDGE ACADEMY 401 (K) PLAN

$681K · 12 participants

STEP ONE ACADEMY

STEP ONE ACADEMY LLC 401K PROFIT SHARING PLAN & TRUST

$679K · 37 participants

CHILDREN'S HUT LLC

CHILDREN'S HUT LLC 401(K) PROFIT SHARING PLAN

$681K · 22 participants

CENTER FOR CHILD DEVELOPMENT I

CENTER FOR CHILD DEVELOPMENT I 401(K) PROFIT SHARING PLAN & TRUST

$682K · 64 participants

MARTA SUAREZ

ONLY LOVE CHILDREN'S CENTERS