Original filing (PDF)20251015123655NAL0006274208001

LOS ANGELES REGIONAL FOOD BANK

Name: LOS ANGELES REGIONAL FOOD BANK — LOS ANGELES REGIONAL FOOD BANK 403(B) PLAN, Form 5500 (2024)
Creator: LOS ANGELES REGIONAL FOOD BANK

Form 5500

FILING_RECEIVED

LOS ANGELES REGIONAL FOOD BANK 403(B) PLAN

403(b) retirement plan

Signals · 1

Non-clean audit opinion

Active participants

234

Accounts w/ balance

236

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

How this plan invests

This plan

27 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

Auditor issued a qualified / adverse / disclaimer opinion.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOS ANGELES REGIONAL FOOD BANK.

Plan sponsor

Name

LOS ANGELES REGIONAL FOOD BANK

EIN

95-3135649

Address

1734 E 41ST STREET · LOS ANGELES, CA · 90058

Phone

(323) 234-3030

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

2025-10-15

Pension benefit codes

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)

2S · Automatic enrollment

Audit & trust (Schedule H)

Auditor

HOLTHOUSE CARLIN & VAN TRIGT LLP

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$36K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
INDEPENDENT FINANCIAL GROUP, LLC	71-0927304	—	NONE	$26K	—

Investments

27 direct securities· $8.3M(100% of reported assets)

					% of plan
Calvert U.S. Large-Cap Core Responsible Index Fund Mutual Fund	Other securities	—	—	$925K	11.2%
Vanguard Target Retirement 2035 Fund Asset Allocation Mutual Fund	Other securities	—	—	$878K	10.6%
Fidelity Advisor International Capital Appreciation Fund Mutual Fund	Other securities	—	—	$580K	7.0%
Vanguard Target Retirement 2040 Fund Asset Allocation Mutual Fund	Other securities	—	—	$548K	6.6%
Dodge & Cox Income Fund Mutual Fund	Other securities	—	—	$518K	6.3%
Vanguard Target Retirement 2055 Fund Asset Allocation Mutual Fund	Other securities	—	—	$502K	6.1%
Vanguard Target Retirement 2050 Fund Asset Allocation Mutual Fund	Other securities	—	—	$428K	5.2%
Vanguard Target Retirement 2060 Fund Asset Allocation Mutual Fund	Other securities	—	—	$420K	5.1%
Calvert U.S. Large-Cap Growth Responsible Index Fund Mutual Fund	Other securities	—	—	$374K	4.5%
Vanguard Target Retirement 2030 Fund Asset Allocation Mutual Fund	Other securities	—	—	$372K	4.5%
Vanguard Equity-Income Fund Mutual Fund	Other securities	—	—	$368K	4.4%
Vanguard Target Retirement 2045 Fund Asset Allocation Mutual Fund	Other securities	—	—	$364K	4.4%
Vanguard Small Cap Index Fund Mutual Fund	Other securities	—	—	$320K	3.9%
MFS Mid Cap Value Fund Mutual Fund	Other securities	—	—	$308K	3.7%
Vanguard Target Retirement 2025 Fund Asset Allocation Mutual Fund	Other securities	—	—	$292K	3.5%
Fully benefit-responsive investment contract * Standard Stable Asset Fund Guaranteed Income Fund	Other securities	—	—	$263K	3.2%
Carillion Eagle Mid Cap Growth Fund Mutual Fund	Other securities	—	—	$241K	2.9%
Vanguard Target Retirement Income Fund Asset Allocation Mutual Fund	Other securities	—	—	$97K	1.2%
Vanguard Target Retirement 2020 Fund Asset Allocation Mutual Fund	Other securities	—	—	$94K	1.1%
Vanguard Wellington Fund Mutual Fund	Other securities	—	—	$85K	1.0%
Investments American Funds New Perspective Fund Mutual Fund	Other securities	—	—	$73K	0.9%
Vanguard FTSE Social Index Fund Mutual Fund	Other securities	—	—	$70K	0.8%
Vanguard Small Cap Value Index Fund Mutual Fund	Other securities	—	—	$68K	0.8%
Vanguard Explorer Fund Mutual Fund	Other securities	—	—	$41K	0.5%
Vanguard Mid-Cap Growth Index Fund Mutual Fund	Other securities	—	—	$35K	0.4%
Vanguard Wellesley Income Fund Mutual Fund	Other securities	—	—	$15K	0.2%
Vanguard Value Index Fund Mutual Fund	Other securities	—	—	$8K	<0.1%