Original filing (PDF)20251015221952NAL0005670513001

INFORMATION & REFERRAL FEDERATION OF LOS ANGELES COUNTY

Name: INFORMATION & REFERRAL FEDERATION OF LOS ANGELES COUNTY — 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF INFORMATION & REFERRAL FEDERATION OF LOS ANGELES COUNTY, Form 5500 (2024)
Creator: INFORMATION & REFERRAL FEDERATION OF LOS ANGELES COUNTY

Form 5500

FILING_RECEIVED

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF INFORMATION & REFERRAL FEDERATION OF LOS ANGELES COUNTY

401(k) retirement plan

Signals · 1

96% employer stock

Active participants

114

Accounts w/ balance

162

Plan assets (EOY)

$8.4M

Net assets (EOY)

$8.4M

How this plan invests

This plan

1 pooled trust

Schedule D

42 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

Helping the score

Below-peer total plan cost (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INFORMATION & REFERRAL FEDERATION OF LOS ANGELES COUNTY.

Plan sponsor

Name

INFORMATION & REFERRAL FEDERATION OF LOS ANGELES COUNTY

EIN

95-3510017

Address

526 W LAS TUNAS DR · SAN GABRIEL, CA · 917761111

Phone

(626) 350-1841

Industry

Health Care & Social Assistancesee 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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

VASQUEZ & COMPANY LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$3K	—

Investments

42 direct securities · 1 pooled fund· $14.8M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Stock

$8.1M

40 holdings

Pooled Separate Account

$6.4M

1 holding

Participant loans

$237K

1 holding

Cash / Money Market

$68K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002	Pooled Separate Account	—	—	$6.4M	75.9%
. GROUP ANNUITY CONTRACT Mutual of America Mutual of America Interest Accumulation Account	Common Stock	—	—	$1.8M	21.3%
. GROUP ANNUITY CONTRACT Mutual of America MoA Equity Index Fund	Common Stock	—	—	$819K	9.7%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Contrafund Portfolio	Common Stock	—	—	$652K	7.7%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2025 Fund 0 . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2030 Fund	Common Stock	—	—	$573K	6.8%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2040 Fund	Common Stock	—	—	$522K	6.2%
. GROUP ANNUITY CONTRACT Mutual of America DWS Capital Growth VIP	Common Stock	—	—	$420K	5.0%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2045 Fund	Common Stock	—	—	$365K	4.3%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2050 Fund	Common Stock	—	—	$349K	4.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Mid Cap Equity Index Fund	Common Stock	—	—	$269K	3.2%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Equity-Income Portfolio	Common Stock	—	—	$251K	3.0%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF International Portfolio	Common Stock	—	—	$243K	2.9%
. PARTICIPANT LOANS Mutual of America Loan Fund	Participant loans	—	—	$237K	2.8%
Plan Number: 002 . GROUP ANNUITY CONTRACT Mutual of America PIMCO VIT Real Return Portfolio 584 . GROUP ANNUITY CONTRACT Mutual of America T. Rowe Price Blue Chip Growth Portfolio	Common Stock	—	—	$237K	2.8%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Diversified Value Portfolio	Common Stock	—	—	$205K	2.4%
. GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Growth Fund	Common Stock	—	—	$173K	2.0%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2065 Fund	Common Stock	—	—	$160K	1.9%
. GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Value Fund	Common Stock	—	—	$132K	1.6%
. GROUP ANNUITY CONTRACT Mutual of America American Funds Insurance Series New World Fund 0 . GROUP ANNUITY CONTRACT Mutual of America Calvert VP SRI Balanced Portfolio	Common Stock	—	—	$99K	1.2%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2060 Fund	Common Stock	—	—	$97K	1.2%
. GROUP ANNUITY CONTRACT Mutual of America MoA All America Fund	Common Stock	—	—	$93K	1.1%
. GROUP ANNUITY CONTRACT Mutual of America Macquarie VIP Small Cap Value Series 0 . GROUP ANNUITY CONTRACT Mutual of America MoA Aggressive Allocation Fund	Common Stock	—	—	$82K	1.0%
. GROUP ANNUITY CONTRACT Mutual of America MoA Core Bond Fund	Common Stock	—	—	$82K	1.0%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Mid Cap Portfolio	Common Stock	—	—	$78K	0.9%
. GROUP ANNUITY CONTRACT Mutual of America MoA US Government Money Market Fund	Cash / Money Market	—	—	$68K	0.8%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2020 Fund	Common Stock	—	—	$62K	0.7%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2055 Fund	Common Stock	—	—	$62K	0.7%
. GROUP ANNUITY CONTRACT Mutual of America MoA Balanced Fund	Common Stock	—	—	$50K	0.6%
. GROUP ANNUITY CONTRACT Mutual of America MoA Mid Cap Value Fund	Common Stock	—	—	$37K	0.4%
. GROUP ANNUITY CONTRACT Mutual of America Invesco V.I. Main Street Fund	Common Stock	—	—	$36K	0.4%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2035 Fund	Common Stock	—	—	$35K	0.4%
. GROUP ANNUITY CONTRACT Mutual of America MoA Intermediate Bond Fund	Common Stock	—	—	$28K	0.3%
. GROUP ANNUITY CONTRACT Mutual of America American Century Investments VP Capital Appreciation Fund	Common Stock	—	—	$26K	0.3%
. GROUP ANNUITY CONTRACT Mutual of America MoA Retirement Income Fund	Common Stock	—	—	$21K	0.3%
. GROUP ANNUITY CONTRACT Mutual of America MoA Moderate Allocation Fund	Common Stock	—	—	$15K	0.2%
. GROUP ANNUITY CONTRACT Mutual of America MoA International Fund	Common Stock	—	—	$12K	0.1%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Real Estate Index Portfolio	Common Stock	—	—	$11K	0.1%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Asset Manager Portfolio	Common Stock	—	—	$9K	0.1%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Total Bond Market Index Portfolio	Common Stock	—	—	$7K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Conservative Allocation Fund	Common Stock	—	—	$6K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America Goldman Sachs VIT US Equity Insights Fund	Common Stock	—	—	$4K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Equity Index Fund	Common Stock	—	—	$2K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America Goldman Sachs VIT Small Cap Equity Insights Fund	Common Stock	—	—	$1K	<0.1%