Original filing (PDF)20251006132215NAL0009361250001

CHILDREN'S LAW CENTER OF CALIFORNIA

Name: CHILDREN'S LAW CENTER OF CALIFORNIA — CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN, Form 5500 (2024)
Creator: CHILDREN'S LAW CENTER OF CALIFORNIA

Form 5500

FILING_RECEIVED

CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN

403(b) retirement plan

Active participants

566

Accounts w/ balance

719

Plan assets (EOY)

$71.5M

Net assets (EOY)

$71.5M

How this plan invests

This plan

62 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

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHILDREN'S LAW CENTER OF CALIFORNIA.

Plan sponsor

Name

CHILDREN'S LAW CENTER OF CALIFORNIA

EIN

95-4252143

Address

101 CENTRE PLAZA DRIVE · MONTEREY PARK, CA · 91754

Phone

(323) 980-1705

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

2025-10-06

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORED KEEPER	$118K	—
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORD KEEPER	$390	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

62 direct securities· $69.9M(98% of reported assets)

Other securities

$69.3M

59 holdings

Cash / Money Market

$592K

2 holdings

Agency / Mortgage-Backed

$53K

1 holding

					% of plan
Vanguard 500 Index Fund Mutual Fund	Other securities	—	—	$9.6M	13.4%
AB Large Cap Growth Fund Mutual Fund	Other securities	—	—	$4.5M	6.3%
American Funds New Perspective Fund Mutual Fund	Other securities	—	—	$4.3M	5.9%
Vanguard Growth Index Fund Mutual Fund	Other securities	—	—	$4.2M	5.8%
John Hancock Funds International Growth Fund Mutual Fund	Other securities	—	—	$3.9M	5.5%
Vanguard Developed Markets Index Fund Mutual Fund	Other securities	—	—	$3.9M	5.4%
JPMorgan Equity Income Fund Mutual Fund	Other securities	—	—	$3.7M	5.2%
Vanguard Value Index Fund Mutual Fund	Other securities	—	—	$3.7M	5.1%
Baird Aggregate Bond Fund Mutual Fund	Other securities	—	—	$3.2M	4.5%
Vanguard Total Bond Market Index Fund Mutual Fund	Other securities	—	—	$3.1M	4.3%
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Mutual Fund	Other securities	—	—	$2.2M	3.1%
Vanguard Small-Cap Index Fund Mutual Fund	Other securities	—	—	$2.2M	3.1%
American Century Small Cap Value Fund Mutual Fund	Other securities	—	—	$2.2M	3.1%
BlackRock High Yield Bond Fund Mutual Fund	Other securities	—	—	$2.1M	2.9%
Janus Henderson Enterprise Fund Mutual Fund	Other securities	—	—	$2.0M	2.7%
Principal Real Estate Securities Fund Mutual Fund	Other securities	—	—	$2.0M	2.7%
Vanguard Mid-Cap Index Fund Mutual Fund	Other securities	—	—	$1.8M	2.5%
MFS Mid Cap Value Fund Mutual Fund	Other securities	—	—	$1.7M	2.4%
DFA Inflation-Protected Securities Fund Mutual Fund	Other securities	—	—	$1.1M	1.6%
American Funds U.S. Government Securities Fund Mutual Fund	Other securities	—	—	$1.1M	1.6%
Fidelity Blue Chip Growth Fund Mutual Fund	Other securities	—	—	$989K	1.4%
Fully benefit-responsive investment contract * Transamerica Guaranteed Investment Option Guaranteed Interest Fund	Other securities	—	—	$973K	1.4%
Fidelity Freedom Index 2020 Fund Asset Allocation Mutual Fund	Other securities	—	—	$940K	1.3%
Gabelli U.S. Treasury Money Market Fund Money Market Mutual Fund	Cash / Money Market	—	—	$587K	0.8%
Fidelity OTC Fund Mutual Fund	Other securities	—	—	$480K	0.7%
Fidelity Contrafund Fund Mutual Fund	Other securities	—	—	$461K	0.6%
Fidelity New Millennium Fund Mutual Fund	Other securities	—	—	$459K	0.6%
Fidelity Growth Company Fund Mutual Fund	Other securities	—	—	$385K	0.5%
Fidelity 500 Index Fund Mutual Fund	Other securities	—	—	$342K	0.5%
Fidelity Growth Discovery Fund Mutual Fund	Other securities	—	—	$223K	0.3%
Fidelity Low-Priced Stock Fund Mutual Fund	Other securities	—	—	$152K	0.2%
Fidelity Overseas Fund Mutual Fund	Other securities	—	—	$121K	0.2%
Fidelity Asset Manager 85% Fund Mutual Fund	Other securities	—	—	$111K	0.2%
Fidelity Asset Manager 70% Fund Mutual Fund	Other securities	—	—	$110K	0.2%
Fidelity Trend Fund Mutual Fund	Other securities	—	—	$109K	0.2%
Fidelity Equity-Income Fund Mutual Fund	Other securities	—	—	$87K	0.1%
Fidelity Freedom 2020 Fund Asset Allocation Mutual Fund	Other securities	—	—	$86K	0.1%
Fidelity Equity Dividend Income Fund Mutual Fund	Other securities	—	—	$86K	0.1%
Fidelity Emerging Asia Fund Mutual Fund	Other securities	—	—	$81K	0.1%
Fidelity International Discovery Fund Mutual Fund	Other securities	—	—	$80K	0.1%
T. Rowe Price Balanced Fund Mutual Fund	Other securities	—	—	$69K	<0.1%
Fidelity Asset Manager 50% Fund Mutual Fund	Other securities	—	—	$67K	<0.1%
Fidelity Freedom 2030 Fund Asset Allocation Mutual Fund	Other securities	—	—	$64K	<0.1%
TFLIC Stable Value Option Guaranteed Interest Contract	Other securities	—	—	$64K	<0.1%
Fidelity GNMA Fund Mutual Fund	Agency / Mortgage-Backed	—	—	$53K	<0.1%
Fidelity Magellan Fund Mutual Fund	Other securities	—	—	$50K	<0.1%
Fidelity Disciplined Equity Fund Mutual Fund	Other securities	—	—	$44K	<0.1%
Fidelity Select Technology Fund Mutual Fund	Other securities	—	—	$39K	<0.1%
Fidelity Freedom 2035 Fund Asset Allocation Mutual Fund	Other securities	—	—	$33K	<0.1%
Fidelity Dividend Growth Fund Mutual Fund	Other securities	—	—	$30K	<0.1%