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Original filing (PDF)20251006115903NAL0003369633001
CRI-HELP, INC.
Form 5500
FILING_RECEIVED
CRI-HELP, INC. 401(K) PLAN
401(k) retirement plan
Active participants
160
Accounts w/ balance
166
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
How this plan invests
This plan
20 pooled trusts
Schedule D
21 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
Helping the score
- Below-peer total fees (16 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRI-HELP, INC..
Plan sponsor
Name
CRI-HELP, INC.
EIN
95-2758951
Address
11027 BURBANK BOULEVARD · NORTH HOLLYWOOD, CA · 91601
Phone
(818) 985-8323
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2S · Automatic enrollment
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BPM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INS CO | 01-0233346 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC( | 95-2755361 | — | INVESTMENT ADVISOR | $386 | — |
Investments
19 direct securities · 20 pooled funds· $4.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$2.3M
19 holdings
Pooled Separate Account
$2.2M
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Ret 2055 | — | — | — | $305K | 13.1% | |
| VANGUARD TARGET RET 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $298K | 12.8% | |
| Vanguard Target Ret 2040 | — | — | — | $290K | 12.5% | |
| VANGUARD TARGET RET 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $285K | 12.3% | |
| Vanguard Target Ret 2050 | — | — | — | $267K | 11.5% | |
| VANGUARD TARGET RET 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $261K | 11.2% | |
| Vanguard 500 Index Fund | — | — | — | $258K | 11.1% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $254K | 10.9% | |
| Vanguard Target Ret 2035 | — | — | — | $238K | 10.2% | |
| VANGUARD TARGET RET 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $233K | 10.0% | |
| Vanguard Target Ret 2030 | — | — | — | $220K | 9.5% | |
| VANGUARD TARGET RET 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $216K | 9.3% | |
| Vanguard Target Ret 2045 | — | — | — | $160K | 6.9% | |
| VANGUARD TARGET RET 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $157K | 6.8% | |
| Vanguard Target Ret 2060 | — | — | — | $136K | 5.9% | |
| VANGUARD TARGET RET 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $132K | 5.7% | |
| John Hancock Blue Chip Growth Fund | — | — | — | $100K | 4.3% | |
| BLUE CHIP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $99K | 4.3% | |
| Vanguard Target Ret 2065 | — | — | — | $79K | 3.4% | |
| VANGUARD TARGET RET 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $77K | 3.3% | |
| Vanguard Target Ret 2020 | — | — | — | $67K | 2.9% | |
| VANGUARD TARGET RET 2020 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $66K | 2.9% | |
| Vanguard Target Ret 2025 | — | — | — | $62K | 2.7% | |
| VANGUARD TARGET RET 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $61K | 2.6% | |
| Notes receivable from participants 5.75% - 9.50%, maturities through November 2029 | — | — | — | $56K | 2.4% | |
| John Hancock Money Market Fund | — | — | — | $15K | 0.7% | |
| MONEY MARKET FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $15K | 0.6% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $13K | 0.6% | |
| Vanguard Target Ret Income | — | — | — | $12K | 0.5% | |
| VANGUARD TARGET RET INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $11K | 0.5% | |
| DFA Inflation-Protected Sec | — | — | — | $11K | 0.5% | |
| VANGUARD EXPLORER FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $11K | 0.5% | |
| DFA INFLATION-PROTECTED SEC JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $11K | 0.5% | |
| John Hancock Disciplined Value Fund | — | — | — | $4K | 0.2% | |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | 0.2% | |
| DFA US Targeted Value Fund | — | — | — | $3K | 0.1% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | 0.1% | |
| AB Global Bond Fund | — | — | — | $3K | 0.1% | |
| AB GLOBAL BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | 0.1% |
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