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Original filing (PDF)20251225123348NAL0007505987001
VISTAMAR SCHOOL
Form 5500
FILING_RECEIVED
VISTAMAR SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
55
Accounts w/ balance
125
Plan assets (EOY)
$11.8M
Net assets (EOY)
$11.8M
How this plan invests
This plan
1 pooled trust
Schedule D
49 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VISTAMAR SCHOOL.
Plan sponsor
Name
VISTAMAR SCHOOL
EIN
14-1841085
Address
737 HAWAII STREET · EL SEGUNDO, CA · 902454816
Phone
(310) 643-7377
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-12-25
Pension benefit codes
2L · 403(b)(1) annuity
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $8K | — |
Investments
47 direct securities · 1 pooled fund· $12.3M(100% 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.
Uncategorized
$12.2M
47 holdings
Pooled Separate Account
$121K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Growth R1 | — | — | — | $1.2M | 9.9% | |
| Nuveen LfCycle Ix 2045 R6 | — | — | — | $1.1M | 9.2% | |
| CREF Stock R1 | — | — | — | $875K | 7.4% | |
| Nuveen LfCycle Ix 2040 R6 | — | — | — | $718K | 6.1% | |
| CREF Global Equities R1 | — | — | — | $711K | 6.0% | |
| Nuveen LfCycle Ix 2035 R6 | — | — | — | $613K | 5.2% | |
| CREF Money Market R1 | — | — | — | $556K | 4.7% | |
| Nuveen LfCycle Ix 2030 R6 | — | — | — | $515K | 4.4% | |
| Nuveen LfCycle Ix 2020 R6 | — | — | — | $460K | 3.9% | |
| TIAA Access Lifecycle 2030 T4 | — | — | — | $401K | 3.4% | |
| CREF Equity Index R1 | — | — | — | $393K | 3.3% | |
| TIAA Traditional Benefit Responsive | — | — | — | $390K | 3.3% | |
| TIAA Access Lifecycle 2040 T4 | — | — | — | $361K | 3.1% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive | — | — | — | $341K | 2.9% | |
| Nuveen LfCycle Ix 2050 R6 | — | — | — | $330K | 2.8% | |
| TIAA Access Lifecycle 2045 T4 | — | — | — | $271K | 2.3% | |
| TIAA Access Lifecycle 2025 T4 | — | — | — | $241K | 2.0% | |
| CREF Social Choice R1 | — | — | — | $220K | 1.9% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive | — | — | — | $207K | 1.8% | |
| MFS Intl Diversification CI R6 | — | — | — | $182K | 1.5% | |
| TIAA Access Lifecycle 2050 T4 | — | — | — | $181K | 1.5% | |
| Nuveen LfCycle Ix 2025 R6 | — | — | — | $175K | 1.5% | |
| TIAA Access Lifecycle 2055 T4 | — | — | — | $148K | 1.3% | |
| Nuveen LfCycle Ix 2055 R6 | — | — | — | $142K | 1.2% | |
| CREF Bond Market R1 | — | — | — | $132K | 1.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $121K | 1.0% | |
| Vanguard 500 Idx Adm | — | — | — | $113K | 1.0% | |
| Putnam Large Cap Value Fund R6 | — | — | — | $104K | 0.9% | |
| College Retirement Equities Fund variable annuities Participant Loan Fund | — | — | — | $92K | 0.8% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $92K | 0.8% | |
| Nuveen LfCycle Ix 2060 R6 | — | — | — | $91K | 0.8% | |
| Dodge & Cox Dodge & Cox Income Fund - CI X | — | — | — | $90K | 0.8% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $84K | 0.7% | |
| CREF Inflation-Linked Bond R1 | — | — | — | $78K | 0.7% | |
| American Funds New World R6 | — | — | — | $72K | 0.6% | |
| Vanguard Mid-Cap Idx Adm | — | — | — | $71K | 0.6% | |
| TIAA Access Lifecycle 2060 T4 | — | — | — | $70K | 0.6% | |
| American Cent MdCpVa Fd Cla R6 | — | — | — | $61K | 0.5% | |
| TIAA Access Lifecycle 2035 T4 | — | — | — | $47K | 0.4% | |
| PIMCO Intl bd USDolHed Inst | — | — | — | $41K | 0.3% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive 2 | — | — | — | $41K | 0.3% | |
| Vanguard Small-Cap Idx Adm | — | — | — | $39K | 0.3% | |
| Nuveen LfCycle Ix 2065 R6 | — | — | — | $35K | 0.3% | |
| PIMCO Income Fd Institutional | — | — | — | $33K | 0.3% | |
| JPMorgan Mid Cap Gro Fd CI R6 | — | — | — | $32K | 0.3% | |
| DFA Investment DFA US Targeted Val Port Inst | — | — | — | $31K | 0.3% | |
| Putnam Small Cap Growth R6 | — | — | — | $20K | 0.2% | |
| College Retirement Equities Fund variable annuities TIAA Stable Value | — | — | — | $8K | <0.1% |
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