How big is Casa de Las Campanas' plan?

Casa de Las Campanas' plan reported $12.7M in assets and 154 participants for 2024.

Original filing (PDF)20251008175138NAL0005880049001

Casa de Las Campanas

Name: Casa de Las Campanas — 403(b) Thrift Plan for, Form 5500 (2024)
Creator: Casa de Las Campanas
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

403(b) Thrift Plan for Employees of Casa de Las Campanas

401(k) retirement plan · Casa de Las Campanas' 403(b) Thrift Plan for Employees of Casa de Las Campanas held $12.7M in plan assets for 154 participants in 2024, with Mutual of America as recordkeeper.

Signals · 1

30% in single holding

Active participants

154

Accounts w/ balance

272

Plan assets (EOY)

$12.7M

Net assets (EOY)

$12.7M

People on this filing

Hiyasmin McMahon signed Casa de Las Campanas' 2024 Form 5500 as plan administrator.

Hiyasmin McMahon — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Casa de Las Campanas' EIN is 33-0371280.

EIN 33-0371280

Plan number 002

Plan year 2024

ACK ID 20251008175138NAL0005880049001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Casa de Las Campanas from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Casa de Las Campanas' plan includes a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CASA DE LAS CAMPANAS.

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How this plan invests

This plan

1 pooled trust

Schedule D

39 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

Helping the score

Below-peer total plan cost (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

CASA DE LAS CAMPANAS

EIN

all filings

Address

18655 W BERNARDO DR · SAN DIEGO, CA · 921273002

Phone

(858) 451-9152

Industry

Health Care & Social Assistance

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

2025-10-08

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$3K	—

Investments

39 direct securities · 1 pooled fund· $21.6M(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.

Pooled Separate Account

$8.9M

1 holding

Other securities

$6.9M

26 holdings

Bonds / Notes

$3.8M

1 holding

Mutual Funds

$1.3M

8 holdings

Common Collective Trusts

$707K

3 holdings

Cash / Money Market

$8K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002	Pooled Separate Account	—	—	$8.9M	70.4%
Mutual of America Interest Accumulation Account*** - Interest Rate of 2.75%	Bonds / Notes	—	—	$3.8M	29.6%
Mutual of America Mutual of America Clear Passage 2025 Fund	Other securities	—	—	$1.3M	10.0%
Mutual of America Mutual of America Aggressive Allocation Fund	Other securities	—	—	$954K	7.5%
Mutual of America Mutual of America Clear Passage 2030 Fund	Other securities	—	—	$757K	6.0%
Mutual of America Mutual of America Clear Passage 2040 Fund	Other securities	—	—	$657K	5.2%
Mutual of America Mutual of America Equity Index Fund	Common Collective Trusts	—	—	$650K	5.1%
Mutual of America Mutual of America 2035 Retirement Fund	Other securities	—	—	$618K	4.9%
Mutual of America Fidelity® VIP Contrafund® Portfolio	Mutual Funds	—	—	$458K	3.6%
Mutual of America Mutual of America Clear Passage 2020 Fund	Other securities	—	—	$365K	2.9%
Mutual of America T. Rowe Price Blue Chip Growth Portfolio	Other securities	—	—	$340K	2.7%
Mutual of America Mutual of America Clear Passage 2050 Fund	Other securities	—	—	$296K	2.3%
Mutual of America Mutual of America Moderate Allocation Fund	Other securities	—	—	$284K	2.2%
Mutual of America Fidelity® VIP Mid Cap Portfolio	Mutual Funds	—	—	$264K	2.1%
Mutual of America Fidelity® VIP Equity-Income Portfolio	Mutual Funds	—	—	$225K	1.8%
Mutual of America Mutual of America Clear Passage 2045 Fund	Other securities	—	—	$210K	1.7%
Mutual of America DWS Capital Growth VIP	Other securities	—	—	$200K	1.6%
Mutual of America Vanguard VIF International Portfolio	Mutual Funds	—	—	$198K	1.6%
Mutual of America Mutual of America Intermediate Bond Fund	Other securities	—	—	$191K	1.5%
Mutual of America Vanguard VIF Diversified Value Portfolio	Mutual Funds	—	—	$171K	1.3%
Mutual of America Mutual of America Core Bond Fund	Other securities	—	—	$160K	1.3%
Mutual of America Mutual of America Balanced Fund	Other securities	—	—	$131K	1.0%
Mutual of America Mutual of America Clear Passage 2055 Fund	Other securities	—	—	$92K	0.7%
Mutual of America Calvert VP SRI Balanced Portfolio	Other securities	—	—	$92K	0.7%
Mutual of America Mutual of America Clear Passage 2015 Fund	Other securities	—	—	$51K	0.4%
Mutual of America Mutual of America Mid-Cap Equity Index Fund	Common Collective Trusts	—	—	$50K	0.4%
Mutual of America Mutual of America Clear Passage 2060 Fund	Other securities	—	—	$43K	0.3%
Mutual of America Mutual of America Clear Passage 2065 Fund	Other securities	—	—	$40K	0.3%
Mutual of America American Century Investments® VP Capital Appreciation Fund	Other securities	—	—	$31K	0.2%
Mutual of America Mutual of America Retirement Income Fund	Other securities	—	—	$26K	0.2%
Mutual of America Mutual of America Small Cap Growth Fund	Other securities	—	—	$22K	0.2%
Mutual of America Mutual of America Small Cap Value Fund	Other securities	—	—	$18K	0.1%
Mutual of America Invesco V.I. Main Street Fund®	Mutual Funds	—	—	$15K	0.1%
Mutual of America Mutual of America Conservative Allocation Fund	Other securities	—	—	$10K	<0.1%
Mutual of America Mutual of America Money Market Fund	Cash / Money Market	—	—	$8K	<0.1%
Mutual of America Mutual of America Small Cap Equity Index Fund	Common Collective Trusts	—	—	$7K	<0.1%
Mutual of America Vanguard VIF Real Estate Index Portfolio	Mutual Funds	—	—	$6K	<0.1%
Mutual of America Mutual of America Mid Cap Value Fund	Other securities	—	—	$6K	<0.1%
Mutual of America Mutual of America All America Fund	Other securities	—	—	$4K	<0.1%
Mutual of America Fidelity® VIP Asset Manager Portfolio	Mutual Funds	—	—	$2K	<0.1%