How big is Samuel Merritt University's plan?

Samuel Merritt University's plan reported $101.2M in assets and 755 participants for 2024.

Original filing (PDF)20251009113037NAL0011363392001

Samuel Merritt University

Name: Samuel Merritt University — Samuel Merritt, Form 5500 (2024)
Creator: Samuel Merritt University
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Samuel Merritt University 403(b) Plan

401(k) retirement plan · Samuel Merritt University's Samuel Merritt University 403(b) Plan held $101.2M in plan assets for 755 participants in 2024.

Signals · 4

Late participant contributionsCorrective distributions issuedNo recordkeeper disclosedSelf-directed brokerage offered

Active participants

755

Accounts w/ balance

925

Plan assets (EOY)

$101.2M

Net assets (EOY)

$101.2M

People on this filing

DAVE Lawlor signed Samuel Merritt University's 2024 Form 5500 as plan administrator.

DAVE Lawlor — 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

Samuel Merritt University's EIN is 94-2992642.

EIN 94-2992642

Plan number 001

Plan year 2024

ACK ID 20251009113037NAL0011363392001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Samuel Merritt University's plan includes 403(b) custodial accounts, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAMUEL MERRITT UNIVERSITY.

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How this plan invests

This plan

48 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 23K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (94th percentile).

Plan sponsor

Name

SAMUEL MERRITT UNIVERSITY

EIN

all filings

Address

450 30TH STREET · SUITE 2800 · OAKLAND, CA · 94609

Phone

(510) 879-9260

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

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

3H · Sponsor in controlled / affiliated group

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

2K · 401(m) arrangement

Service providers (Schedule C)

No Schedule C providers reported

Investments

48 direct securities· $101.2M(100% of reported assets)

Mutual Funds

$69.2M

30 holdings

Common Collective Trusts

$30.4M

12 holdings

Bonds / Notes

$725K

1 holding

Other securities

$359K

3 holdings

Self-Directed Brokerage

$349K

1 holding

Common Stocks

$152K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$12.3M	12.2%
CREF Growth Variable Annuity	Mutual Funds	—	—	$8.7M	8.6%
TIAA Traditional Annuity Fixed Annuity	Mutual Funds	—	—	$8.7M	8.6%
Fidelity Large Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$7.8M	7.7%
CREF Stock Variable Annuity	Mutual Funds	—	—	$7.7M	7.6%
Fidelity Balanced Fund - Class K Mutual Fund	Mutual Funds	—	—	$5.3M	5.2%
CREF Global Equities Variable Annuity	Mutual Funds	—	—	$4.2M	4.2%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$4.1M	4.1%
Dodge & Cox Stock Fund Class X Mutual Fund	Mutual Funds	—	—	$3.3M	3.3%
Fidelity Investments Money Market Government Portfolio - Institutional Class Mutual Fund	Mutual Funds	—	—	$3.3M	3.3%
Fidelity Freedom Blend 2035 Fund - Class K6 Mutual Fund	Mutual Funds	—	—	$3.3M	3.3%
Fidelity Freedom Blend 2045 Fund - Class K6 Mutual Fund	Mutual Funds	—	—	$3.0M	3.0%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.7M	2.6%
CREF Core Bond Variable Annuity	Mutual Funds	—	—	$2.3M	2.3%
CREF Money Market Variable Annuity	Mutual Funds	—	—	$2.3M	2.3%
American Funds EuroPacific Growth Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$2.3M	2.3%
CREF Equity Index Variable Annuity	Common Collective Trusts	—	—	$2.3M	2.3%
Fidelity Freedom Blend 2040 Fund - Class K6 Mutual Fund	Mutual Funds	—	—	$2.1M	2.0%
Fidelity Freedom Blend 2050 Fund - Class K6 Mutual Fund	Mutual Funds	—	—	$2.0M	2.0%
Dodge & Cox Income Fund Class X Mutual Fund	Mutual Funds	—	—	$1.9M	1.9%
Fidelity Freedom Blend 2025 Fund - Class K6 Mutual Fund	Mutual Funds	—	—	$1.9M	1.8%
Fidelity Freedom Blend 2030 Fund - Class K6 Mutual Fund	Mutual Funds	—	—	$1.7M	1.7%
Fidelity Freedom Blend 2020 Fund - Class K6 Mutual Fund	Mutual Funds	—	—	$1.4M	1.4%
Fidelity Freedom Blend 2015 Fund - Class K6 Mutual Fund	Mutual Funds	—	—	$1.4M	1.4%
Notes Receivable from Participants Interest rates of 4.25% - 9.50%	Bonds / Notes	—	—	$725K	0.7%
Fidelity Global ex U.S. Index Fund Mutual Fund	Common Collective Trusts	—	—	$551K	0.5%
CREF Social Choice Variable Annuity	Mutual Funds	—	—	$495K	0.5%
Fidelity Small Cap Growth K6 Fund Mutual Fund	Mutual Funds	—	—	$491K	0.5%
Fidelity Freedom Blend 2055 Fund - Class K6 Mutual Fund	Mutual Funds	—	—	$474K	0.5%
CREF Inflation-Linked Bond Variable Annuity	Mutual Funds	—	—	$454K	0.4%
Fidelity Inflation-Protected Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$449K	0.4%
Self Directed BrokerageLink Accounts Self Directed Brokerage Accounts	Self-Directed Brokerage	—	—	$349K	0.3%
Parnassus Core Equity Fund - Institutional Mutual Fund	Other securities	—	—	$283K	0.3%
Fidelity Freedom Blend 2060 Fund - Class K6 Mutual Fund	Mutual Funds	—	—	$234K	0.2%
Cohen & Steers Real Estate Securities Fund, Inc. Class Z Mutual Fund	Common Stocks	—	—	$152K	0.1%
Vanguard Value Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$116K	0.1%
DFA Emerging Markets Portfolio Institutional Class Mutual Fund	Mutual Funds	—	—	$77K	<0.1%
Northern Small Cap Value Fund Mutual Fund	Other securities	—	—	$66K	<0.1%
Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$43K	<0.1%
Fidelity Freedom Blend 2065 Fund - Class K6 Mutual Fund	Mutual Funds	—	—	$41K	<0.1%
Fidelity Freedom Blend 2010 Fund - Class K6 Mutual Fund	Mutual Funds	—	—	$33K	<0.1%
Vanguard International Value Fund Mutual Fund	Mutual Funds	—	—	$26K	<0.1%
PIMCO Low Duration Fund Institutional Class Mutual Fund	Mutual Funds	—	—	$23K	<0.1%
Vanguard Small-Cap Growth Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$17K	<0.1%
JPMorgan Mid Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$10K	<0.1%
Vanguard Small-Cap Value Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$9K	<0.1%
Vanguard Mid-Cap Value Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$8K	<0.1%
MFS Mid Cap Value Fund Class R Mutual Fund	Mutual Funds	—	—	$7K	<0.1%