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Original filing (PDF)20251014153236NAL0001589427001
THE AVID CENTER
Form 5500
FILING_RECEIVED
AVID CENTER RETIREMENT PLAN 403(B)
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
305
Accounts w/ balance
385
Plan assets (EOY)
$43.3M
Net assets (EOY)
$43.3M
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE AVID CENTER.
Plan sponsor
Name
THE AVID CENTER
EIN
33-0522594
Address
9797 AERO DRIVE SUITE 100 · SAN DIEGO, CA · 92123
Phone
(858) 380-4800
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2L · 403(b)(1) annuity
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
ALDRICH CPAS AND ADVISORS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH ADVISORY SERVICES, LLC | 99-2539506 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE CO | 42-0127920 | — | CONTRACT ADMINISTRATOR | $83K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATIONS | 35-1140070 | — | SERVICE PROVIDER | $125 | — |
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADISORY | $0 | — |
| ACTUARIAL BENEFITS CORPORATION | 20-1054428 | — | OTHER SERVICES | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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