Original filing (PDF)20251014123008NAL0001346099003

PACIFICA GRADUATE INSTITUTE

Name: PACIFICA GRADUATE INSTITUTE — PACIFICA GRADUATE INSTITUTE EMPLOYEES' RETIREMENT PLAN, Form 5500 (2024)
Creator: PACIFICA GRADUATE INSTITUTE

Form 5500

FILING_RECEIVED

PACIFICA GRADUATE INSTITUTE EMPLOYEES' RETIREMENT PLAN

Defined-contribution retirement plan

Signals · 2

97% in single holdingNo recordkeeper disclosed

Active participants

116

Accounts w/ balance

150

Plan assets (EOY)

$11.0M

Net assets (EOY)

$10.7M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

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

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACIFICA GRADUATE INSTITUTE.

Plan sponsor

Name

PACIFICA GRADUATE INSTITUTE

EIN

77-0119973

Address

249 LAMBERT ROAD · CARPINTERIA, CA · 930133019

Phone

(805) 969-3626

Industry

Educational Servicessee all

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2I · Stock bonus

2Q · S-corporation ESOP

2P · Leveraged ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

HEDMAN PARTNERS LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $11.0M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Pacifica Graduate Institute	—	—	$6.3M	$10.7M	97.1%
	Pacifica Graduate Institute	—	—	$185K	$314K	2.9%

Related plans

Similar-size Educational Services plans

NATIONAL MATH AND SCIENCE INITIATIVE, INC.

NATIONAL MATH AND SCIENCE INITIATIVE, INC. 401(K) PLAN

$11.0M · 199 participants

UNITED STATES NAVAL INSTITUTE

UNITED STATES NAVAL INSTITUTE 403(B) PLAN

$11.0M · 57 participants

JESUIT HIGH SCHOOL OF TAMPA INC

JESUIT HIGH SCHOOL RETIREMENT PLAN

$11.0M · 150 participants

UNITED PARENTS, INC.

DEERFIELD-WINDSOR SCHOOL 403(B) RETIREMENT PLAN

$11.0M · 47 participants

THE NORWICH FREE ACADEMY

RET PLAN OF THE NORWICH FREE ACADEMY STAFF IN PENTEGRA RET TRUST