How big is PUC National's plan?

PUC National's plan reported $3.7M in assets and 81 participants for 2024.

Original filing (PDF)20251009213644NAL0017070802001

PUC National

Name: PUC National — PUC National Erisa 403(b) Plan, Form 5500 (2024)
Creator: PUC National
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PUC National Erisa 403(b) Plan

401(k) retirement plan · PUC National's PUC National Erisa 403(b) Plan held $3.7M in plan assets for 81 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

LISA Tovar signed PUC National's 2024 Form 5500 as plan administrator.

LISA Tovar — 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

PUC National's EIN is 46-2487084.

EIN 46-2487084

Plan number 001

Plan year 2024

ACK ID 20251009213644NAL0017070802001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PUC National from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PUC National's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a 401(k) feature, profit-sharing.

Decision-maker contacts

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

PUC NATIONAL

EIN

all filings

Address

1405 N. SAN FERNANDO ROAD, #303 · BURBANK, CA · 915040000

Phone

(818) 333-0023

Industry

Educational Services

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

2025-10-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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