Original filing (PDF)20250930155003NAL0012492657001

COUNCIL OF COMMUNITY CLINICS DBA HEALTH CENTER PARTNERS OF SOUTHERN CA

Name: COUNCIL OF COMMUNITY CLINICS DBA HEALTH CENTER PARTNERS OF SOUTHERN CA — HEALTH CENTER PARTNERS 403(B) PLAN, Form 5500 (2024)
Creator: COUNCIL OF COMMUNITY CLINICS DBA HEALTH CENTER PARTNERS OF SOUTHERN CA

Form 5500

FILING_RECEIVED

HEALTH CENTER PARTNERS 403(B) PLAN

403(b) retirement plan

Active participants

133

Accounts w/ balance

179

Plan assets (EOY)

$13.8M

Net assets (EOY)

$13.8M

How this plan invests

This plan

45 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COUNCIL OF COMMUNITY CLINICS DBA HEALTH CENTER PARTNERS OF SOUTHERN CA.

Plan sponsor

Name

COUNCIL OF COMMUNITY CLINICS DBA HEALTH CENTER PARTNERS OF SOUTHERN CA

EIN

95-3008850

Address

3710 RUFFIN ROAD · SAN DIEGO, CA · 92123

Phone

(619) 542-4300

Industry

Other Services (ex. Public Admin)see 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

2025-09-30

Pension benefit codes

2L · 403(b)(1) annuity

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

WIPFLI

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE CO OF AM	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$24K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$8K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
ACTUARIAL BENEFITS CORP

Investments

45 direct securities· $13.8M(100% of reported assets)

Other securities

$13.6M

42 holdings

Bonds / Notes

$201K

1 holding

Cash / Money Market

$9K

1 holding

Common Stock

$1K

1 holding

					% of plan
American Funds 2045 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$2.1M	15.5%
Fidelity Total Market Index Mutual Fund	Other securities	—	—	$1.8M	13.4%
American Funds 2030 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$1.6M	11.9%
American Funds 2050 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$1.5M	11.1%
American Funds 2040 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$1.2M	8.8%
American Funds 2025 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$578K	4.2%
American Funds 2055 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$520K	3.8%
American Funds 2020 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$436K	3.2%
American Funds Smallcap World R5E Mutual Fund ** 926 Fidelity International Index Mutual Fund	Other securities	—	—	$430K	3.1%
American Funds New Economy R6 Mutual Fund	Other securities	—	—	$349K	2.5%
American Funds 2060 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$290K	2.1%
Loomis Sayles Core Plus Bond Y Mutual Fund	Other securities	—	—	$279K	2.0%
Guaranteed Interest Fund Fully Benefit-Responsive Investment Contract	Other securities	—	—	$230K	1.7%
Janus Henderson Balanced I Mutual Fund	Other securities	—	—	$208K	1.5%
Participant loans Interest rates ranging from 4.25% to 9.50% $0	Bonds / Notes	—	—	$201K	1.5%
Fidelity VIP Freedom Target Date 2030 Mutual Fund	Other securities	—	—	$188K	1.4%
American Funds American Balanced R2 Mutual Fund	Other securities	—	—	$183K	1.3%
American Funds American Mutual R5E Mutual Fund	Other securities	—	—	$177K	1.3%
Great-West T.Rowe Price Mid Cap Gr Mutual Fund	Other securities	—	—	$164K	1.2%
American Funds New World R6 Mutual Fund	Other securities	—	—	$149K	1.1%
T. Rowe Price Spectrum Conservative Mutual Fund	Other securities	—	—	$134K	1.0%
American Funds New Perspective R5 Mutual Fund	Other securities	—	—	$124K	0.9%
Fidelity Real Estate Index Institutional Mutual Fund	Other securities	—	—	$123K	0.9%
MFS Mid Cap Value R3 Mutual Fund	Other securities	—	—	$103K	0.7%
Undiscovered MGRS Behavioral Value R6 Mutual Fund	Other securities	—	—	$88K	0.6%
LVIP Global Moderate Allocation MGD Risk Mutual Fund	Other securities	—	—	$71K	0.5%
American Funds 2035 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$65K	0.5%
Fixed Account Fully Benefit-Responsive Investment Contract	Other securities	—	—	$65K	0.5%
JPMorgan Small Cap Growth R6 Mutual Fund	Other securities	—	—	$60K	0.4%
LVIP Delaware Social Awareness Mutual Fund	Other securities	—	—	$43K	0.3%
Oakmark International Institutional Mutual Fund	Other securities	—	—	$36K	0.3%
American Fund Growth Mutual Fund	Other securities	—	—	$32K	0.2%
American Funds Growth-Income Mutual Fund	Other securities	—	—	$21K	0.2%
American Funds Global Growth Mutual Fund	Other securities	—	—	$18K	0.1%
LVIP T Rowe Price 2040 Fund Mutual Fund	Other securities	—	—	$12K	<0.1%
Cash Interest-bearing Cash	Cash / Money Market	—	—	$9K	<0.1%
LVIP Blackgrock Dividend Value MNGDVLTLTY Mutual Fund	Other securities	—	—	$6K	<0.1%
LVIP Delaware Value Series Mutual Fund	Other securities	—	—	$5K	<0.1%
LVIP Baron Growth Opportunities Mutual Fund	Other securities	—	—	$4K	<0.1%
LVIP SSGA Small-Cap Index Mutual Fund	Other securities	—	—	$3K	<0.1%
LVIP Dimensional U.S. Core Equity 1 Mutual Fund	Other securities	—	—	$3K	<0.1%
LVIP Blended LRG Cap Growth MNGD VOLTLTY Mutual Fund	Other securities	—	—	$2K	<0.1%
Oakmark Equity and Income R6 Mutual Fund	Other securities	—	—	$1K	<0.1%
LVIP Delaware REIT Series Mutual Fund	Common Stock	—	—	$1K	<0.1%
LVIP Mondrian International Value Mutual Fund	Other securities	—	—	$1K	<0.1%