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UNIVERSITY OF THE WEST — UNIVERSITY OF THE WEST 403(B) TDA PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250616113104NAL0000851601001
UNIVERSITY OF THE WEST
Form 5500-SF
FILING_RECEIVED
UNIVERSITY OF THE WEST 403(B) TDA PLAN
Defined-contribution retirement plan
Active participants
43
Accounts w/ balance
29
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
Plan health score (directional)
86
/ 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
UNIVERSITY OF THE WEST
.
Find decision makers
Plan sponsor
Name
UNIVERSITY OF THE WEST
EIN
93-1022351
Address
1409 NORTH WALNUT GROVE AVENUE · ROSEMEAD, CA · 91770
Phone
(626) 571-8811
Industry
Educational Services
see 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
2025-06-16
Pension benefit codes
2E · Profit-sharing
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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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ST. JOHN'S NORTHWESTERN MILITA
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Knocking points off
67% balance-to-active ratio — below typical for a healthy 401(k).
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.
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