Retirement plan

CALIFORNIA CHILD CARE RESOURCE AND REFERRAL NETWORK 403(B) PLAN

Name: CALIFORNIA CHILD CARE RESOURCE AND REFERRAL NETWORK - CALIFORNIA CHILD CARE RESOURCE AND REFERRAL NETWORK 403(B) PLAN (2025) Form 5500
Creator: CALIFORNIA CHILD CARE RESOURCE AND REFERRAL NETWORK
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CALIFORNIA CHILD CARE RESOURCE AND REFERRAL NETWORK 403(B) PLAN, CALIFORNIA CHILD CARE RESOURCE AND REFERRAL NETWORK

CALIFORNIA CHILD CARE RESOURCE AND REFERRAL NETWORKEIN 94-2718807Plan #002PY 2025

1 POLK STREET, UNIT 201 - SAN FRANCISCO, CA 94102415-882-0234LinkedIn1-10 employeesindividual & family services

Other plans on this EIN

1 filing

#001Retirement-$369K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.1M

+13.2% from 2024

Total participants

+131.6% from 2024

Average account balance

$51,423

-46.2% from 2024

Annual return

54.59%

+38.22 pp from 2024

Benchmarks

See 12,994 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort12,994 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.06M

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$199K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+54.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$23885

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 codes2G3D2J

Plan features

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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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

$955K

$23885 / participant

Other / not subdivided$955K100.0%

% of EOY assets

46.448%

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

$51,423

$75,541-31.9%

$152,093-66.2%

$82,637-37.8%

Participation rate

90.0%

66.5%+23.5pp

77.8%+12.2pp

68.1%+21.9pp

Annual return

54.59%

32.56%+22.0pp

66.36%-11.8pp

53.51%+1.1pp

Employer contribution / active EE

$1,685

$2,622-35.8%

$4,175-59.6%

$2,552-34.0%

Participant deferral / active EE

$3,302

$3,206+3.0%

$5,451-39.4%

$4,126-20.0%

Admin fee / account holder

$23,885

$6,405+272.9%

$14,497+64.8%

$7,339+225.5%

CALIFORNIA CHILD CARE RESOURCE AND REFERRAL NETWORK 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CALIFORNIA CHILD CARE RESOURCE AND REFERRAL NETWORK 403(B) 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