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FATHERS OF ST. CHARLES — VILLA SCALABRINI RETIREMENT CENTER & SPECIAL CARE UNIT 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250925131854NAL0003557555001
FATHERS OF ST. CHARLES
Form 5500-SF
FILING_RECEIVED
VILLA SCALABRINI RETIREMENT CENTER & SPECIAL CARE UNIT 403(B) PLAN
403(b) retirement plan
Signals · 1
No auditor on file
Active participants
158
Accounts w/ balance
95
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score (directional)
74
/ 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
60
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
FATHERS OF ST. CHARLES
.
Find decision makers
Plan sponsor
Name
FATHERS OF ST. CHARLES
EIN
95-3372921
Address
10631 VINEDALE STREET · SUN VALLEY, CA · 91352
Phone
(818) 660-0532
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
2025-09-25
Pension benefit codes
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No independent qualified public accountant (IQPA) named.
60% balance-to-active ratio — below typical for a healthy 401(k).
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.
Small plan (5500-SF) — Schedule H data not available.
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