Original filing (PDF)20231011003440NAL0018645107001

COMMUNITY BASED EDUCATION & DEVE

Name: COMMUNITY BASED EDUCATION & DEVE — COMMUNITY BASED EDUCATION & DEVELOPMENT 401K PLAN, Form 5500 (2022)
Creator: COMMUNITY BASED EDUCATION & DEVE

Form 5500

FILING_RECEIVED

COMMUNITY BASED EDUCATION & DEVELOPMENT 401K PLAN

401(k) retirement plan

Active participants

104

Accounts w/ balance

170

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

How this plan invests

This plan

4 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

100

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Below-peer total fees (10 bps vs 52 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY BASED EDUCATION & DEVE.

Plan sponsor

Name

COMMUNITY BASED EDUCATION & DEVE

EIN

95-4579025

Address

3699 WILSHIRE BLVD 4TH FLOOR · LOS ANGELES, CA · 90010

Phone

(818) 822-4586

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

GREEN HASSON & JANKS LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORD KEEPER	$2K	—
ADP BROKER-DEALER	22-3319984	—	RECORD KEEPER	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY WEALTH MANAGEMENT	—	BEVERLY HILLS, CA	ADVISOR	$0	—

Investments

4 pooled funds· $33K(2% 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.

Investment	Type	Current value	% of plan
INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001	Common Collective Trust	$11K	0.6%
STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347	Common Collective Trust	$9K	0.5%
STATE US INFL PROT BD IDX NL G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 363	Common Collective Trust	$8K	0.4%
STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344	Common Collective Trust	$6K	0.3%