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Original filing (PDF)20251218151354NAL0002747379001
CHILD DEVELOPMENT RESOURCES OF VENTURA COUNTY INC.
Form 5500
FILING_RECEIVED
CHILD DEVELOPMENT RESOURCES OF VENTURA COUNTY INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
369
Accounts w/ balance
443
Plan assets (EOY)
$12.9M
Net assets (EOY)
$12.9M
How this plan invests
This plan
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHILD DEVELOPMENT RESOURCES OF VENTURA COUNTY INC..
Plan sponsor
Name
CHILD DEVELOPMENT RESOURCES OF VENTURA COUNTY INC.
EIN
95-3543275
Address
221 E VENTURA BLVD. · VENTURA, CA · 930360277
Phone
(805) 485-7878
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-12-18
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTEGRITY WEALTH ADVISORS LLC | — | VENTURA, CA | ADVISOR | $33K | — |
Investments
16 direct securities· $11.7M(91% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO Income Fund | — | 157,561 | $1.7M | $1.7M | 13.1% | |
| Calamos Phineus Long/Short Fund | — | 97,349 | $1.6M | $1.6M | 12.4% | |
| Davis Fundamental Select Worldwide ETF | — | 36,185 | $1.1M | $1.4M | 10.6% | |
| John Hancock Disciplined Value Mid Cap Fund | — | 38,034 | $1.1M | $1.0M | 7.8% | |
| PIMCO Low Duration Income Fund | — | 113,073 | $909K | $919K | 7.1% | |
| Invesco Senior Floating Rate Fund | — | 139,942 | $926K | $904K | 7.0% | |
| First Trust Exchange Traded Fund III Preferred Securities & Income ETF | — | 50,569 | $895K | $890K | 6.9% | |
| Alphabet Inc. | — | 3,396 | $434K | $531K | 4.1% | |
| Berkshire Hathaway Inc. | — | 995 | $357K | $530K | 4.1% | |
| Boeing Company | — | 2,983 | $507K | $493K | 3.8% | |
| Apple Inc. | — | 2,143 | $389K | $476K | 3.7% | |
| Genasys Inc. | — | 200,080 | $1.0M | $454K | 3.5% | |
| Participant loans | — | — | $317K | $317K | 2.5% | |
| Goldman Sachs Bank N.A. | — | — | $313K | $313K | 2.4% | |
| Beam Global | — | 70,308 | $668K | $143K | 1.1% | |
| Banc of California Checking Account | — | — | $35K | $35K | 0.3% |
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