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SOUTHERN CALIFORNIA RESEARCH INSTITUTE — TIAA-CREF RETIREMENT PLAN FOR SOUTHERN CALIFORNIA RESEARCH INSTITUTE, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251017132409NAL0003745139004
SOUTHERN CALIFORNIA RESEARCH INSTITUTE
Form 5500-SF
FILING_RECEIVED
TIAA-CREF RETIREMENT PLAN FOR SOUTHERN CALIFORNIA RESEARCH INSTITUTE
403(b) retirement plan
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SOUTHERN CALIFORNIA RESEARCH INSTITUTE
.
Find decision makers
Plan sponsor
Name
SOUTHERN CALIFORNIA RESEARCH INSTITUTE
EIN
23-7262395
Address
5675 W MAY ROAD · BLOOMINGTON, IN · 47403
Phone
(310) 390-8481
Industry
Professional & Technical Services
see all
Plan administrator
Name
DARY FIORENTINO
EIN
95-3047181
City
BLOOMINGTON, IN
Phone
(310) 390-8481
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-17
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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90
Knocking points off
No active participants reported but plan still holds assets.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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