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COUNCIL ON AGING - SOUTHERN CALIFORNIA — COUNCIL ON AGING - SOUTHERN CALIFORNIA 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250730174401NAL0002115699001
COUNCIL ON AGING - SOUTHERN CALIFORNIA
Form 5500-SF
FILING_RECEIVED
COUNCIL ON AGING - SOUTHERN CALIFORNIA 403(B) PLAN
403(b) retirement plan
Active participants
87
Accounts w/ balance
16
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
COUNCIL ON AGING - SOUTHERN CALIFORNIA
.
Find decision makers
Plan sponsor
Name
COUNCIL ON AGING - SOUTHERN CALIFORNIA
EIN
95-2874089
Address
2 EXECUTIVE CIRCLE, STE 175 · IRVINE, CA · 92614
Phone
(714) 479-0107
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
LEBANON FAMILY HEALTH SERVICES
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$1.1M · 26 participants
FOOTHILLS ACADEMY, INC.
FOOTHILLS ACADEMY 401K PLAN
$1.1M · 77 participants
SUNSHINE THERAPY CLUB II, INC.
SUNSHINE THERAPY CLUB 401 K PROFIT SHARING PLAN TRUST
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BUCKEYE COMMUNITY HOPE FOUNDATION
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$1.1M · 34 participants
THE HUTTON SETTLEMENT
THE HUTTON SETTLEMENT 401(K) PROFIT SHARING PLAN & TRUST
65
Knocking points off
Only 18% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.1M · 22 participants
CHILDRENS AID SOCIETY OF FRANKLIN COUNTY
CHILDREN'S AID SOCIETY OF FRANKLIN COUNTY 403(B) PLAN
$1.1M · 49 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
