Original filing (PDF)20251002152923NAL0000424563001

AGBU MANOOGIAN-DEMIRDJIAN SCHOOL

Name: AGBU MANOOGIAN-DEMIRDJIAN SCHOOL — AGBU MANOOGIAN-DEMIRDJIAN SCHOOL 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: AGBU MANOOGIAN-DEMIRDJIAN SCHOOL

Form 5500

FILING_RECEIVED

AGBU MANOOGIAN-DEMIRDJIAN SCHOOL 401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 2

Late participant contributions31% in single holding

Active participants

178

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

How this plan invests

This plan

20 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 4K (1% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AGBU MANOOGIAN-DEMIRDJIAN SCHOOL.

Plan sponsor

Name

AGBU MANOOGIAN-DEMIRDJIAN SCHOOL

EIN

95-3042495

Address

6844 OAKDALE AVENUE · CANOGA PARK, CA · 91306

Phone

(818) 883-2428

Industry

Health Care & Social Assistancesee 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

2025-10-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP	21-2037969	FOLSOM, CA	RECORDKEEPER	$7K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS, LLC	45-0404698	DRESHER, PA	INVESTMENT ADVISOR	$26K	—

Investments

20 direct securities· $5.4M(100% of reported assets)

Other securities

$5.3M

19 holdings

Cash / Money Market

$92K

1 holding

					% of plan
Vanguard Target Retirement 2020 Fund Investor Shares Mutual Fund	Other securities	—	—	$1.7M	30.8%
Vanguard Target Retirement 2030 Fund Investor Shares Mutual Fund	Other securities	—	—	$1.0M	18.7%
Vanguard LifeStrategy Growth Fund Investor Shares Mutual Fund	Other securities	—	—	$552K	10.2%
Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund	Other securities	—	—	$534K	9.9%
Vanguard Target Retirement 2050 Fund Investor Shares Mutual Fund	Other securities	—	—	$430K	8.0%
Vanguard Growth Index Fund Admiral Shares Mutual Fund	Other securities	—	—	$403K	7.5%
Vanguard LifeStrategy Moderate Growth Fund Inv. Shares Mutual Fund	Other securities	—	—	$234K	4.3%
Similar Party or Maturity Value Cost** Value Vanguard Federal Investor Money Market Money Market Fund	Cash / Money Market	—	—	$92K	1.7%
maturing through 2029	Other securities	—	—	$90K	1.7%
Vanguard 500 Index Fund Admiral Shares Mutual Fund	Other securities	—	—	$89K	1.6%
Vanguard Real Estate Index Fund Admiral Shares Mutual Fund	Other securities	—	—	$68K	1.3%
Vanguard Mid Cap Index Fund Admiral Shares Mutual Fund	Other securities	—	—	$64K	1.2%
Vanguard Small Cap Index Fund Admiral Shares Mutual Fund	Other securities	—	—	$49K	0.9%
Vanguard Total International Stock Index Fund Adm. Shares Mutual Fund	Other securities	—	—	$37K	0.7%
Vanguard Value Index Fund Admiral Shares Mutual Fund	Other securities	—	—	$27K	0.5%
Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund	Other securities	—	—	$17K	0.3%
Vanguard Inflation‐protected Securities Fund Admiral Shares Mutual Fund	Other securities	—	—	$14K	0.3%
Vanguard Target Retirement 2060 Fund Investor Shares Mutual Fund	Other securities	—	—	$13K	0.2%
Vanguard Emerging Markets Stock Index Fund Admiral Shares Mutual Fund	Other securities	—	—	$11K	0.2%
Vanguard Short‐term Bond Index Fund Admiral Shares Mutual Fund	Other securities	—	—	$5K	<0.1%