Original filing (PDF)20240405134603NAL0022491104001

CLAREMONT LINCOLN UNIVERSITY

Name: CLAREMONT LINCOLN UNIVERSITY — CLU EMPLOYEE RETIREMENT PLAN, Form 5500 (2022)
Creator: CLAREMONT LINCOLN UNIVERSITY

Form 5500-SF

FILING_RECEIVED

CLU EMPLOYEE RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLAREMONT LINCOLN UNIVERSITY.

Plan sponsor

Name

CLAREMONT LINCOLN UNIVERSITY

EIN

45-1171945

Address

150 W. FIRST STREET · CLAREMONT, CA · 91711

Phone

(909) 667-4470

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-07-01

Tax period

2023-06-30

Filed

2024-04-05

Pension benefit codes

2M · 403(b)(7) custodial accounts

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

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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