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CALIFORNIA LIFE SCIENCES ASSOCIA — CALIFORNIA LIFE SCIENCES ASSOCIATION 401K PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250613125023NAL0017899681001
CALIFORNIA LIFE SCIENCES ASSOCIA
Form 5500-SF
FILING_RECEIVED
CALIFORNIA LIFE SCIENCES ASSOCIATION 401K PLAN
401(k) retirement plan
Active participants
25
Accounts w/ balance
40
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CALIFORNIA LIFE SCIENCES ASSOCIA
.
Find decision makers
Plan sponsor
Name
CALIFORNIA LIFE SCIENCES ASSOCIA
EIN
47-3226523
Address
4242 CAMPUS POINT COURT · STE 110 · SAN DIEGO, CA · 92121
Phone
(858) 456-8884
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Name
PENTEGRA SERVICES, INC
EIN
13-3745616
City
CHARLOTTE, NC
Phone
(844) 367-2848
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
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100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
IOWA PBS FOUNDATION
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$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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$125.0B
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$88.3B
