Original filing (PDF)20251014181709NAL0004689392001

CLINICA MONSENOR OSCAR A. ROMERO

Name: CLINICA MONSENOR OSCAR A. ROMERO — 403(B) THRIFT PLAN OF CLINICA MONSENOR OSCAR A. ROMERO, Form 5500 (2024)
Creator: CLINICA MONSENOR OSCAR A. ROMERO

Form 5500

FILING_RECEIVED

403(B) THRIFT PLAN OF CLINICA MONSENOR OSCAR A. ROMERO

401(k) retirement plan

Signals · 2

Possibly inadequate fidelity bond22% employer stock

Active participants

270

Accounts w/ balance

366

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

How this plan invests

This plan

1 pooled trust

Schedule D

44 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.

Helping the score

Below-peer total plan cost (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLINICA MONSENOR OSCAR A. ROMERO.

Plan sponsor

Name

CLINICA MONSENOR OSCAR A. ROMERO

EIN

95-3881333

Address

123 S ALVARADO ST · LOS ANGELES, CA · 900572201

Phone

(213) 989-7700

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

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2S · Automatic enrollment

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

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

44 direct securities · 1 pooled fund· $6.8M(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.

Pooled Separate Account

$3.0M

1 holding

Other securities

$3.0M

41 holdings

Common Stock

$855K

2 holdings

Cash / Money Market

$14K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001	Pooled Separate Account	—	—	$3.0M	78.0%
. GROUP ANNUITY CONTRACT Mutual of America Mutual of America Interest Accumulation Account	Common Stock	—	—	$847K	22.0%
Mutual of America 2030 Retirement Fund	Other securities	—	—	$486K	12.7%
Mutual of America 2045 Retirement Fund	Other securities	—	—	$323K	8.4%
Mutual of America 2060 Retirement Fund	Other securities	—	—	$246K	6.4%
Mutual of America 2055 Retirement Fund	Other securities	—	—	$238K	6.2%
Mutual of America 2040 Retirement Fund	Other securities	—	—	$224K	5.8%
Mutual of America Fidelity VIP Contrafund Portfolio	Other securities	—	—	$208K	5.4%
Mutual of America 2050 Retirement Fund	Other securities	—	—	$149K	3.9%
Mutual of America T. Rowe Price Blue Chip Growth	Other securities	—	—	$146K	3.8%
Mutual of America Equity Index Fund	Other securities	—	—	$127K	3.3%
Mutual of America Aggressive Allocation	Other securities	—	—	$119K	3.1%
Mutual of America Goldman Sachs VIT US Equity Insights	Other securities	—	—	$103K	2.7%
Mutual of America Conservative Allocation	Other securities	—	—	$53K	1.4%
Mutual of America Vanguard VIF International Portfolio	Other securities	—	—	$52K	1.4%
Mutual of America Vanguard VIF Diversified Value Portfolio	Other securities	—	—	$45K	1.2%
Mutual of America 2025 Retirement Fund	Other securities	—	—	$42K	1.1%
Mutual of America Mid-Cap Equity Index	Other securities	—	—	$39K	1.0%
Mutual of America 2065 Retirement Fund	Other securities	—	—	$38K	1.0%
Mutual of America Vanguard Total Bond Mkt I Prt	Other securities	—	—	$32K	0.8%
Mutual of America Fidelity VIP Equity-Income Portfolio	Other securities	—	—	$30K	0.8%
Mutual of America American Century VP Capital Appreciation	Other securities	—	—	$28K	0.7%
Mutual of America Retirement Income Fund	Other securities	—	—	$27K	0.7%
Mutual of America 2035 Retirement Fund	Other securities	—	—	$27K	0.7%
Mutual of America Fidelity VIP Asset Manage Portfolio	Other securities	—	—	$22K	0.6%
Mutual of America Small Cap Growth Fund	Other securities	—	—	$21K	0.5%
Mutual of America Calvert VP SRI Balanced Portfolio	Other securities	—	—	$20K	0.5%
Mutual of America Bond Fund	Other securities	—	—	$17K	0.4%
Mutual of America DWS Capital Growth VIP	Other securities	—	—	$15K	0.4%
Mutual of America Intermediate Bond Fund	Other securities	—	—	$14K	0.4%
Mutual of America Money Market Fund	Cash / Money Market	—	—	$14K	0.4%
Mutual of America PIMCO VIT Real Return Portfolio	Other securities	—	—	$12K	0.3%
Mutual of America Victory RS Small Cap Growth Equity VIP	Other securities	—	—	$12K	0.3%
Mutual of America All America Fund	Other securities	—	—	$11K	0.3%
Mutual of America Vanguard VIF REIT Index Portfolio	Common Stock	—	—	$8K	0.2%
Mutual of America Small Cap Value Fund	Other securities	—	—	$7K	0.2%
Mutual of America Moderate Allocation Fund	Other securities	—	—	$7K	0.2%
Mutual of America Funds IS New World Fund	Other securities	—	—	$6K	0.2%
Mutual of America Balanced Fund	Other securities	—	—	$5K	0.1%
Mutual of America Mid-Cap Value Fund	Other securities	—	—	$5K	0.1%
Mutual of America Goldman Sachs VIT Small Cap Equity Insights Fund 858 * Mutual of America Neuberger Berman AMT Sustainable Equity	Other securities	—	—	$4K	0.1%
Mutual of America International Fund 941 * Mutual of America 2015 Retirement Fund 132 * Mutual of America 2020 Retirement Fund	Other securities	—	—	$4K	0.1%
Mutual of America Delaware VIP Small Cap Value Series	Other securities	—	—	$2K	<0.1%
Mutual of America Small Cap Equity Index Fund	Other securities	—	—	$2K	<0.1%
Mutual of America Fidelity VIP Mid Cap Portfolio	Other securities	—	—	$2K	<0.1%