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Original filing (PDF)20250930181446NAL0005627907001
SOUTHWESTERN LAW SCHOOL
Form 5500
FILING_RECEIVED
SOUTHWESTERN LAW SCHOOL DC RETIREMENT PLAN
403(b) retirement plan
Signals · 2
30% in single holdingNo recordkeeper disclosed
Active participants
202
Accounts w/ balance
359
Plan assets (EOY)
$106.0M
Net assets (EOY)
$106.0M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
85
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Non-benefit responsive investment contract * TIAA Traditional Annuity (1) Guaranteed Interest Contract" is 30% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHWESTERN LAW SCHOOL.
Plan sponsor
Name
SOUTHWESTERN LAW SCHOOL
EIN
95-1246140
Address
3050 WILSHIRE BLVD. · LOS ANGELES, CA · 90010
Phone
(213) 738-6812
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
2025-09-30
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $53K | — |
| ANGELES INVESTMENT ADVISORS, LLC | 95-4839031 | — | NONE | $29K | — |
| HOLTHOUSE CARLIN & VAN TRIGT LLP | 95-4345526 | — | NONE | $23K | — |
Investments
32 direct securities · 1 pooled fund· $105.7M(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
$103.2M
32 holdings
Pooled Separate Account
$2.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Non-benefit responsive investment contract * TIAA Traditional Annuity (1) Guaranteed Interest Contract | — | — | — | $31.5M | 29.7% | |
| CREF Stock Variable Annuity | — | — | — | $20.6M | 19.4% | |
| CREF Global Equitites Variable Annuity | — | — | — | $8.0M | 7.5% | |
| Vanguard Total Stock Market Index Fund Mutual Fund | — | — | — | $7.7M | 7.2% | |
| CREF Growth Variable Annuity | — | — | — | $3.6M | 3.4% | |
| CREF Equity Index Variable Annuity | — | — | — | $3.3M | 3.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.5M | 2.4% | |
| American Funds New Persepective Fund Mutual Fund | — | — | — | $2.1M | 2.0% | |
| Vanguard U.S. Growth Fund Mutual Fund | — | — | — | $2.0M | 1.9% | |
| American Funds 2045 Target Retirement Fund Mutual Fund | — | — | — | $2.0M | 1.9% | |
| Investments * CREF Core Bond Variable Annuity | — | — | — | $1.9M | 1.8% | |
| Dodge & Cox Stock Fund Mutual Fund | — | — | — | $1.9M | 1.8% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $1.8M | 1.7% | |
| American EuroPacific Growth Fund Mutual Fund | — | — | — | $1.7M | 1.6% | |
| Fully benefit-responsive investment contract * TIAA Stable Value Fund Guaranteed Interest Contract | — | — | — | $1.6M | 1.5% | |
| CREF Social Choice Variable Annuity | — | — | — | $1.5M | 1.4% | |
| American Funds Balanced Fund Mutual Fund | — | — | — | $1.3M | 1.2% | |
| American Funds 2040 Target Retirement Fund Mutual Fund | — | — | — | $1.2M | 1.2% | |
| Vanguard Total International Stock Index Fund Mutual Fund | — | — | — | $1.2M | 1.1% | |
| Vanguard FTSE Social Index Fund Mutual Fund | — | — | — | $1.2M | 1.1% | |
| Vanguard Extended Market Index Fund Mutual Fund | — | — | — | $1.2M | 1.1% | |
| CREF Inflation-Linked Bond Variable Annuity | — | — | — | $944K | 0.9% | |
| American Funds 2030 Target Retirement Fund Mutual Fund | — | — | — | $862K | 0.8% | |
| American Funds 2050 Target Retirement Fund Mutual Fund | — | — | — | $797K | 0.8% | |
| American Funds 2055 Target Retirement Fund Mutual Fund | — | — | — | $697K | 0.7% | |
| American Funds 2025 Target Retirement Fund Mutual Fund | — | — | — | $677K | 0.6% | |
| CREF Money Market Variable Annuity | — | — | — | $460K | 0.4% | |
| American Funds 2060 Target Retirement Fund Mutual Fund | — | — | — | $370K | 0.3% | |
| Vanguard Federal Money Market Fund Mutual Fund | — | — | — | $335K | 0.3% | |
| American Funds 2010 Target Retirement Fund Mutual Fund | — | — | — | $252K | 0.2% | |
| American Funds 2015 Target Retirement Fund Mutual Fund | — | — | — | $232K | 0.2% | |
| American Funds 2035 Target Retirement Fund Mutual Fund | — | — | — | $203K | 0.2% | |
| American Funds 2020 Target Retirement Fund Mutual Fund | — | — | — | $196K | 0.2% |