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Original filing (PDF)20260313160921NAL0008446723001
PLAZA DE LA RAZA CHILD DEVELOPMENTAL SERVICES, INC.
Form 5500
FILING_RECEIVED
SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF PLAZA DE LA RAZA CHILD DEVELOPMENT SERVICES, INC.
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
181
Accounts w/ balance
350
Plan assets (EOY)
$47.2M
Net assets (EOY)
$47.2M
How this plan invests
This plan
1 pooled trust
Schedule D
39 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.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLAZA DE LA RAZA CHILD DEVELOPMENTAL SERVICES, INC..
Plan sponsor
Name
PLAZA DE LA RAZA CHILD DEVELOPMENTAL SERVICES, INC.
EIN
95-2955858
Address
13300 CROSSROADS PKWY N STE 440 · CITY OF INDUSTRY, CA · 917463440
Phone
(562) 776-1301
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-13
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsInsurance
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | INSURANCE CARRIER | $6K | — |
Investments
39 direct securities · 1 pooled fund· $87.8M(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
$47.2M
39 holdings
Pooled Separate Account
$40.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $40.6M | 86.1% | |
| Mutual of America Life Insurance Company Mutual of America Interest Accumulation Account | — | — | — | $6.6M | 13.9% | |
| Mutual of America Life Insurance Company MoA Clear Passage 2035 Fund | — | — | — | $5.5M | 11.7% | |
| Mutual of America Life Insurance Company Fidelity VIP Contrafund Portfolio | — | — | — | $5.1M | 10.8% | |
| Mutual of America Life Insurance Company MoA Clear Passage 2040 Fund | — | — | — | $4.6M | 9.7% | |
| Mutual of America Life Insurance Company MoA Clear Passage 2025 Fund | — | — | — | $3.8M | 8.0% | |
| Mutual of America Life Insurance Company MoA Clear Passage 2030 Fund | — | — | — | $2.7M | 5.7% | |
| Mutual of America Life Insurance Company MoA Clear Passage 2045 Fund | — | — | — | $2.1M | 4.4% | |
| Mutual of America Life Insurance Company MoA Equity Index Fund | — | — | — | $2.0M | 4.3% | |
| Mutual of America Life Insurance Company MoA Moderate Allocation Fund | — | — | — | $2.0M | 4.2% | |
| Mutual of America Life Insurance Company MoA Clear Passage 2020 Fund | — | — | — | $1.6M | 3.3% | |
| Mutual of America Life Insurance Company MoA International Fund ** 466 * Mutual of America Life Insurance Company MoA Mid Cap Equity Index Fund | — | — | — | $1.4M | 3.0% | |
| Mutual of America Life Insurance Company Fidelity VIP Mid Cap Portfolio | — | — | — | $1.3M | 2.7% | |
| Mutual of America Life Insurance Company Vanguard VIF Diversified Value Portfolio | — | — | — | $1.2M | 2.5% | |
| Mutual of America Life Insurance Company MoA Small Cap Value Fund | — | — | — | $871K | 1.8% | |
| Mutual of America Life Insurance Company MoA Small Cap Growth Fund | — | — | — | $768K | 1.6% | |
| Mutual of America Life Insurance Company American Century VP Capital Appreciation Fund | — | — | — | $745K | 1.6% | |
| Mutual of America Life Insurance Company MoA Retirement Income Fund | — | — | — | $709K | 1.5% | |
| Mutual of America Life Insurance Company Fidelity VIP Asset Manager Portfolio | — | — | — | $593K | 1.3% | |
| Mutual of America Life Insurance Company MoA Core Bond Fund | — | — | — | $586K | 1.2% | |
| Mutual of America Life Insurance Company MoA Clear Passage 2055 Fund | — | — | — | $542K | 1.1% | |
| Mutual of America Life Insurance Company MoA Intermediate Bond Fund | — | — | — | $517K | 1.1% | |
| Mutual of America Life Insurance Company Vanguard VIF Real Estate Index Portfolio | — | — | — | $487K | 1.0% | |
| Mutual of America Life Insurance Company Vanguard VIF International Portfolio | — | — | — | $473K | 1.0% | |
| Mutual of America Life Insurance Company MoA Clear Passage 2050 Fund | — | — | — | $384K | 0.8% | |
| Mutual of America Life Insurance Company MoA Conservative Allocation Fund | — | — | — | $243K | 0.5% | |
| Mutual of America Life Insurance Company DWS Capital Growth VIP | — | — | — | $128K | 0.3% | |
| Mutual of America Life Insurance Company MoA Aggressive Allocation Fund | — | — | — | $125K | 0.3% | |
| Mutual of America Life Insurance Company MoA Clear Passage 2065 Fund | — | — | — | $114K | 0.2% | |
| Mutual of America Life Insurance Company MoA Clear Passage 2060 Fund | — | — | — | $69K | 0.1% | |
| Mutual of America Life Insurance Company Neuberger Berman AMT Sustainable Equity Portfolio ** 667 * Mutual of America Life Insurance Company PIMCO VIT Real Return Portfolio ** 421 * Mutual of America Life Insurance Company T. Rowe Price Blue Chip Growth Portfolio | — | — | — | $53K | 0.1% | |
| Mutual of America Life Insurance Company Calvert VP SRI Balanced Portfolio | — | — | — | $13K | <0.1% | |
| Mutual of America Life Insurance Company MoA Balanced Fund | — | — | — | $6K | <0.1% | |
| Mutual of America Life Insurance Company MoA Mid Cap Value Fund | — | — | — | $5K | <0.1% | |
| Mutual of America Life Insurance Company American Funds Insurance Series New World Fund | — | — | — | $3K | <0.1% | |
| Mutual of America Life Insurance Company MoA Small Cap Equity Index Fund | — | — | — | $2K | <0.1% | |
| Mutual of America Life Insurance Company Vanguard VIF Total Bond Market Index Portfolio | — | — | — | $2K | <0.1% | |
| Mutual of America Life Insurance Company MoA US Government Money Market Fund | — | — | — | $1K | <0.1% | |
| Mutual of America Life Insurance Company Goldman Sachs VIT Small Cap Equity Insights Fund ** 836 * Mutual of America Life Insurance Company Goldman Sachs VIT US Equity Insights Fund ** 697 * Mutual of America Life Insurance Company MFS VIT III Mid Cap Value Portfolio | — | — | — | $1K | <0.1% | |
| Mutual of America Life Insurance Company Fidelity VIP Equity-Income Portfolio | — | — | — | $1K | <0.1% |
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