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Original filing (PDF)20251008215422NAL0005983249001
SO CALIF UNIVERSITY OF HEALTH SCIENCES
Form 5500
FILING_RECEIVED
SOUTHERN CALIFORNIA UNIVERSITY OF HEALTH SCIENCES MONEY PURCHASE PENSION PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
217
Accounts w/ balance
419
Plan assets (EOY)
$15.5M
Net assets (EOY)
$15.5M
How this plan invests
This plan
1 pooled trust
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SO CALIF UNIVERSITY OF HEALTH SCIENCES.
Plan sponsor
Name
SO CALIF UNIVERSITY OF HEALTH SCIENCES
EIN
95-0948050
Address
16200 EAST AMBER VALLEY DRIVE · WHITTIER, CA · 90604
Phone
(562) 947-8755
Industry
Educational Servicessee 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
2025-10-08
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
19 direct securities · 1 pooled fund· $15.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$15.2M
19 holdings
Pooled Separate Account
$287K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock R1 | — | — | — | $2.3M | 14.9% | |
| TIAA Traditional Non Benefit Responsive | — | — | — | $2.2M | 13.9% | |
| CREF Growth R1 | — | — | — | $2.1M | 13.6% | |
| CREF Global Equities R1 | — | — | — | $1.7M | 11.0% | |
| CREF Money Market R1 | — | — | — | $1.3M | 8.4% | |
| CREF Equity Index R1 | — | — | — | $1.2M | 8.0% | |
| TIAA Access Lifecycle 2035 T4 | — | — | — | $641K | 4.1% | |
| TIAA Access Lifecycle 2050 T4 | — | — | — | $618K | 4.0% | |
| TIAA Access Lifecycle 2040 T4 | — | — | — | $596K | 3.8% | |
| TIAA Access Lifecycle 2045 T4 | — | — | — | $548K | 3.5% | |
| TIAA Access Lifecycle 2055 T4 | — | — | — | $395K | 2.5% | |
| TIAA Access Lifecycle 2020 T4 | — | — | — | $311K | 2.0% | |
| CREF Core Bond R1 | — | — | — | $295K | 1.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $287K | 1.8% | |
| TIAA Access Lifecycle 2030 T4 | — | — | — | $267K | 1.7% | |
| TIAA Access Lifecycle 2025 T4 | — | — | — | $257K | 1.7% | |
| CREF Social Choice R1 | — | — | — | $206K | 1.3% | |
| CREF Inflation-Linked Bond R1 | — | — | — | $121K | 0.8% | |
| TIAA Access Lifecycle 2060 T4 | — | — | — | $51K | 0.3% | |
| TIAA Access Lifecycle Retirement Income T4 705 * TIAA Access Lifecycle 2010 T4 471 * TIAA Access Lifecycle 2015 T4 | — | — | — | $36K | 0.2% |