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Form 5500 · Retirement plan · SAN DIEGO, CA

THE AVID CENTER

The filing calls this plan AVID CENTER RETIREMENT PLAN 403(B).

THE AVID CENTER of SAN DIEGO, CA's retirement plan holds 2 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0522594 · plan 001 · plan year 2024, filed Oct 14, 2025

Participants at the start of the year
389
Contracts on file
2
Contract value
$173,493
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with THE LINCOLN NATIONAL LIFE INSURANCE COMPANY.

The contracts held $173,493 at the end of the plan year, as reported on Schedule A.

$5,929 in agent commissions is disclosed across the contracts; LINCOLN FINANCIAL ADVISORS is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC20December$173,493$5,929
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC390December—$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

PRINCIPAL LIFE INSURANCE CO
Contract administrator · EIN 42-0127920
$83,046
paid directly by the plan
GLOBAL RETIREMENT PARTNERS LLC
INVESTMENT ADISORY · EIN 47-1411118
$0
paid directly by the plan
ACTUARIAL BENEFITS CORPORATION
OTHER SERVICES · EIN 20-1054428
$0
paid directly by the plan
WEALTH ADVISORY SERVICES, LLC
INVESTMENT ADVISORY · EIN 99-2539506
$0
paid directly by the plan
LINCOLN NATIONAL CORPORATIONS
Contract administrator · EIN 35-1140070
$125
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$43,297,318
Paid out in benefits
$4,431,690
Participants at the start of the year
389
Participants with account balances
385

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

Other plans filed by this employer

More employer plans in California — largest plans, brokers, carriers and renewal months.