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Original filing (PDF)20251013105320NAL0001750560001
CALIFORNIA DENTAL ASSOCIATION
Form 5500
FILING_RECEIVED
CALIFORNIA DENTAL ASSOCIATION 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
253
Accounts w/ balance
395
Plan assets (EOY)
$67.3M
Net assets (EOY)
$67.3M
How this plan invests
This plan
12 pooled trusts
Schedule D
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALIFORNIA DENTAL ASSOCIATION.
Plan sponsor
Name
CALIFORNIA DENTAL ASSOCIATION
EIN
95-2822367
Address
1201 K STREET MALL · P.O. BOX 13749 · SACRAMENTO, CA · 95814
Phone
(916) 554-4906
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $100K | — |
Investments
37 direct securities · 12 pooled funds· $80.9M(100% 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.
Uncategorized
$62.9M
36 holdings
Common Collective Trust
$17.8M
12 holdings
Mutual Funds
$77K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $10.7M | 15.8% | |
| Collective Trusts * Principal Black Rock S&P 500 Index CIT N Fund | — | — | — | $10.2M | 15.2% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $6.0M | 8.9% | |
| Fidelity NASDAQ Composite Index Fund | — | — | — | $4.9M | 7.3% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $4.2M | 6.3% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $4.2M | 6.2% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $4.2M | 6.2% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $4.2M | 6.2% | |
| JP Morgan JPMorgan Large Cap Growth Large Cap Growth R6 | — | — | — | $4.0M | 5.9% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $3.7M | 5.5% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $3.2M | 4.8% | |
| T. Rowe Price T. Rowe Price QM U.S. Small-Cap Growth Equity Fund | — | — | — | $2.9M | 4.4% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $2.1M | 3.1% | |
| Principal Dodge & Cox Intermediate Bd CIT N | — | — | — | $2.0M | 3.0% | |
| PRIN/D&C INT BOND CIT N SEI TRUST COMPANY · EIN 47-6566265 / PN 001 | Common Collective Trust | — | — | $2.0M | 3.0% | |
| Vanguard Target Retirement 2070 Inv ** 540 Washington Mutual Washington Mutual Investors Fund | — | — | — | $1.8M | 2.6% | |
| Vanguard Total Bond Market Index | — | — | — | $1.5M | 2.2% | |
| Vanguard Target Retirement Income Inv | — | — | — | $1.3M | 1.9% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $1.3M | 1.9% | |
| with various maturities through April 2054 | — | — | — | $660K | 1.0% | |
| Delaware Investments Delaware Small Cap Value Fund | — | — | — | $613K | 0.9% | |
| Self-Directed Investments Self-directed funds Various** | — | — | — | $568K | 0.8% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $498K | 0.7% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $466K | 0.7% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $452K | 0.7% | |
| Principal Black Rock S&P 500 Index CIT TR | — | — | — | $444K | 0.7% | |
| Galliard Capital Management Galliard Capital Management Stable Return Fund PNTR ** 454 * Principal Black Rock S&P MidCap Index CIT N | — | — | — | $336K | 0.5% | |
| PRIN/BR AGG BD INDEX CIT TR SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $266K | 0.4% | |
| ALLSPRING CORE BD CIT TR SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $241K | 0.4% | |
| Principal Black Rock International Equity Index CIT | — | — | — | $239K | 0.4% | |
| PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $239K | 0.4% | |
| T. Rowe Price T. Rowe Price Emerging Markets Stock I | — | — | — | $208K | 0.3% | |
| Vanguard Emerging Mkts Stock Idx Adm | — | — | — | $139K | 0.2% | |
| Principal Black Rock S&P MidCap Index CIT TR | — | — | — | $131K | 0.2% | |
| PIMCO Real Return/Institutional Fund | — | — | — | $114K | 0.2% | |
| Columbia Small Cap Index Fund | — | — | — | $112K | 0.2% | |
| Northern Global Northern Global Real Estate Index Fund | — | — | — | $96K | 0.1% | |
| American Funds American Funds Washington Mutual Investors Fund ** American Funds American Funds EuroPacific Growth R6 TR | Mutual Funds | — | — | $77K | 0.1% | |
| Acadian Emerging Markets I - TR | — | — | — | $75K | 0.1% | |
| PRIN/BR RUSS 2000 I CIT TR SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $71K | 0.1% | |
| (E) | — | — | $96K | $71K | 0.1% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $69K | 0.1% | |
| (E) | — | — | — | $69K | 0.1% | |
| Principal T. Rowe Price Institutional Large Cap | — | — | — | $66K | <0.1% | |
| PRIN/T.ROWE I LGC GR CIT TR SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $66K | <0.1% | |
| PRIN/MFS VALUE CIT TR SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $65K | <0.1% | |
| PIMCO High Yield Institutional Fund | — | — | — | $34K | <0.1% | |
| PRIN/MULTI SM CAP CIT TR SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | — | $32K | <0.1% | |
| GALLIARD STABLE RETURN PNTR SEI TRUST COMPANY · EIN 46-6208187 / PN 001 | Common Collective Trust | — | — | $454 | <0.1% |