Filings through Oct 24, 2026.

Retirement plan

Community Health Centers of the Central Coast, Inc. 401(a) Savings Plan

Name: COMMUNITY HEALTH CENTERS OF THE OF THE CENTRAL COAST, INC. - COMMUNITY HEALTH CENTERS OF THE CENTRAL COAST, INC. 401(A) SAVINGS PLAN (2025) Form 5500
Creator: COMMUNITY HEALTH CENTERS OF THE OF THE CENTRAL COAST, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMUNITY HEALTH CENTERS OF THE CENTRAL COAST, INC. 401(A) SAVINGS PLAN, COMMUNITY HEALTH CENTERS OF THE OF THE CENTRAL COAST, INC.

Community Health Centers of the of the Central Coast, Inc.EIN 95-3253302Plan #001PY 2025

2050 SOUTH BLOSSER ROAD - SANTA MARIA, CA 93458805-346-3900communityhealthcenters.orgLinkedIn501-1000 employeeshospital & health care

Other plans on this EIN

1 filing

#003Retirement-$15.1M assets

Prospect flagsHigh feesFailed to transmit contributionsFew collective trustsFund lineup: 6 funds, $98.1M

Top hat statement on fileNQDC

Filed January 4, 2018 (most recent of 2 filings on file)

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Total assets (EOY)

$102.2M

+17.2% from 2024

Total participants

1,129

-4.2% from 2024

Average account balance

$90,755

+22.7% from 2024

Annual return

17.11%

+3.57 pp from 2024

Benchmarks

See 993 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort993 peers

Snapshot2025

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Analytics

See the 10-year trajectory with Pro.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576	Claims processing; Custodial (other t...	$197,322
MARINER WEALTH ADVISORS, LLC1 year Filed as: MARINER WEALTH ADVISOR Service code 27 · EIN 04-3046611	Advisory (Plan)	$175,968
RELIANCE TRUST COMPANY2 years Filed as: RELIANCE TRUST Service code 19	Securities Custodian	$3,366

Fund lineup

CSV with Pro

6 funds of $250K or more; 8 lines in all, holding $98.1M of the plan's $102M. From the 2025 filing. Recordkeeper: Fidelity (FMR).

In collective trusts0%median 0% for plans of $50M to $250M (12,546 plans)

In index funds0%median 25% for plans of $50M to $250M (12,546 plans)

In the main target-date series0%median 37% for plans of $50M to $250M (12,546 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
Vanguard Vanguard · Mutual fund	Vanguard	Mutual fund	$93.1M	94.9%
The Standard Insurance Company StanCorp (Meiji Yasuda) · Insurance contract	StanCorp (Meiji Yasuda)	Insurance contract	$2.0M	2.1%
Dodge & Cox Dodge & Cox · Mutual fund	Dodge & Cox	Mutual fund	$1.3M	1.3%
Nuveen TIAA (Nuveen) · Mutual fund	TIAA (Nuveen)	Mutual fund	$788K	0.8%
MFS MFS (Sun Life) · Mutual fund	MFS (Sun Life)	Mutual fund	$522K	0.5%
Tiaa-Cref TIAA (Nuveen) · Mutual fund	TIAA (Nuveen)	Mutual fund	$314K	0.3%
Calvert Morgan Stanley · Mutual fund	Morgan Stanley	Mutual fund	$104K	0.1%
T. Rowe Price T. Rowe Price · Mutual fund	T. Rowe Price	Mutual fund	$10K	<0.1%

What changed since 2024

Added 1 fund.

Lineup changes
Change	Fund	Year-end value
Added	AddedNuveen	$788K

Stable value and insurance contract lines, renames and class changes are not counted.

Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2A2E2F2G2J2S2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
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.
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$373K

$444 / participant

Investment mgmt$176K47.1%
Contract admin$197K52.9%

% of EOY assets

0.365%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: OSCAR G. ARMIJO, CPA
Auditor EIN: 330278891
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

STANCORP FINANCIAL GROUP3 years

Service code 12 · EIN 93-1253576

Claims processing; Custodial (other t...

$197,322

MARINER WEALTH ADVISORS, LLC1 year

Filed as: MARINER WEALTH ADVISOR

Service code 27 · EIN 04-3046611

Advisory (Plan)

$175,968

RELIANCE TRUST COMPANY2 years

Filed as: RELIANCE TRUST

Service code 19

Securities Custodian

$3,366

Fund

Dollars

% of funds%

Vanguard

Vanguard · Mutual fund

$93.1M

94.9%

The Standard Insurance Company

StanCorp (Meiji Yasuda) · Insurance contract

$2.0M

2.1%

Dodge & Cox

Dodge & Cox · Mutual fund

$1.3M

1.3%

Nuveen

TIAA (Nuveen) · Mutual fund

$788K

0.8%

MFS

MFS (Sun Life) · Mutual fund

$522K

0.5%

Tiaa-Cref

TIAA (Nuveen) · Mutual fund

$314K

0.3%

Calvert

Morgan Stanley · Mutual fund

$104K

0.1%

T. Rowe Price

T. Rowe Price · Mutual fund

$10K

<0.1%

Fund

Year-end value

AddedNuveen

$788K

Community Health Centers of the Central Coast, Inc. 401(a) Savings Plan

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

What changed since 2024

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Community Health Centers of the Central Coast, Inc. 401(a) Savings Plan

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

What changed since 2024

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion