Retirement plan

CENTRAL COAST CENTER FOR INDEPENDENT LIVING TDA PLAN

Name: CENTRAL COAST CENTER FOR INDEPENDENT LIVING - CENTRAL COAST CENTER FOR INDEPENDENT LIVING TDA PLAN (2025) Form 5500
Creator: CENTRAL COAST CENTER FOR INDEPENDENT LIVING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTRAL COAST CENTER FOR INDEPENDENT LIVING TDA PLAN, CENTRAL COAST CENTER FOR INDEPENDENT LIVING

CENTRAL COAST CENTER FOR INDEPENDENT LIVINGEIN 77-0055747Plan #001PY 2025

318 CAYUGA STREET SUITE 208 - SALINAS, CA 939012668831-757-2968cccil.orgLinkedIn11-50 employeesconsumer services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

+0.5% from 2024

Total participants

0.0% from 2024

Average account balance

$37,477

+4.9% from 2024

Annual return

11.34%

-2.25 pp from 2024

Benchmarks

See 66,971 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort66,971 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.72M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$37K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

353.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$49K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.34%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$5126

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2L2M2T3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$236K

$18140 / participant

Other / not subdivided$236K100.0%

% of EOY assets

13.679%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$37,477

$174,379-78.5%

$152,093-75.4%

$138,895-73.0%

Participation rate

84.6%

81.6%+3.0pp

77.8%+6.8pp

79.9%+4.7pp

Annual return

11.34%

74.86%-63.5pp

66.36%-55.0pp

145.39%-134.1pp

Employer contribution / active EE

$1,991

$4,652-57.2%

$4,175-52.3%

$4,194-52.5%

Participant deferral / active EE

$1,744

$6,159-71.7%

$5,451-68.0%

$6,396-72.7%

Admin fee / account holder

$5,126

$16,880-69.6%

$14,497-64.6%

$12,562-59.2%

CENTRAL COAST CENTER FOR INDEPENDENT LIVING TDA PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTRAL COAST CENTER FOR INDEPENDENT LIVING TDA PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion