Original filing (PDF)20251010171456NAL0008525329003

Segerstom Center for the ARTS

Name: Segerstom Center for the ARTS — Segerstrom Center, Form 5500 (2024)
Creator: Segerstom Center for the ARTS
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Segerstrom Center for the ARTS 403(b) Retirement Plan

403(b) retirement plan · Segerstom Center for the ARTS' Segerstrom Center for the ARTS 403(b) Retirement Plan held $22.0M in plan assets for 707 participants in 2024.

Signals · 2

31% employer stockNo recordkeeper disclosed

Active participants

707

Accounts w/ balance

245

Plan assets (EOY)

$22.0M

Net assets (EOY)

$22.0M

How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SEGERSTOM CENTER FOR THE ARTS.

Plan sponsor

Name

SEGERSTOM CENTER FOR THE ARTS

EIN

23-7287150all filings

Address

600 TOWN CENTER DRIVE · COSTA MESA, CA · 92626

Phone

(714) 556-2121

Industry

Arts, Entertainment, Recreation

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INSURANCE & ANNUITY	71-0294708	—	INVESTMENT ADVISORY	$3K	—

Investments

37 direct securities· $21.9M(100% of reported assets)

Mutual Funds

$14.4M

28 holdings

Common Stocks

$6.8M

6 holdings

Other securities

$742K

3 holdings

					% of plan
Voya Financial, Inc.	Common Stocks	—	—	$3.6M	16.4%
Vanguard	Mutual Funds	—	—	$1.8M	8.1%
Voya Financial, Inc.	Common Stocks	—	—	$1.6M	7.4%
Vanguard	Mutual Funds	—	—	$1.6M	7.4%
American Funds	Mutual Funds	—	—	$1.3M	6.0%
Vanguard	Mutual Funds	—	—	$1.1M	5.2%
Voya Financial, Inc.	Common Stocks	—	—	$1.1M	4.9%
Vanguard	Mutual Funds	—	—	$973K	4.4%
Vanguard	Mutual Funds	—	—	$775K	3.5%
American Funds	Mutual Funds	—	—	$749K	3.4%
Vanguard	Mutual Funds	—	—	$575K	2.6%
American Funds	Mutual Funds	—	—	$555K	2.5%
MFS	Mutual Funds	—	—	$521K	2.4%
American Funds	Mutual Funds	—	—	$498K	2.3%
American Funds	Mutual Funds	—	—	$437K	2.0%
Vanguard	Mutual Funds	—	—	$435K	2.0%
Vanguard	Mutual Funds	—	—	$394K	1.8%
Vanguard	Mutual Funds	—	—	$350K	1.6%
Vanguard	Mutual Funds	—	—	$344K	1.6%
DFA	Mutual Funds	—	—	$341K	1.6%
Vanguard	Mutual Funds	—	—	$323K	1.5%
Vanguard	Mutual Funds	—	—	$322K	1.5%
Thornburg	Other securities	—	—	$311K	1.4%
PGIM	Other securities	—	—	$287K	1.3%
Vanguard	Mutual Funds	—	—	$276K	1.3%
Vanguard	Mutual Funds	—	—	$262K	1.2%
Voya Financial, Inc.	Common Stocks	—	—	$250K	1.1%
Voya Financial, Inc.	Common Stocks	—	—	$188K	0.9%
Vanguard	Mutual Funds	—	—	$182K	0.8%
Notes receivable from participants	Other securities	—	—	$144K	0.7%
Vanguard	Mutual Funds	—	—	$83K	0.4%
Vanguard	Mutual Funds	—	—	$59K	0.3%
DFA	Mutual Funds	—	—	$53K	0.2%
Vanguard	Mutual Funds	—	—	$35K	0.2%
Voya Financial, Inc.	Common Stocks	—	—	$31K	0.1%
Vanguard	Mutual Funds	—	—	$23K	0.1%
Vanguard	Mutual Funds	—	—	$7K	<0.1%