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Original filing (PDF)20250707105550NAL0003703409001
POLYTECHNIC SCHOOL
Form 5500
FILING_RECEIVED
POLYTECHNIC SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
237
Accounts w/ balance
503
Plan assets (EOY)
$99.9M
Net assets (EOY)
$99.9M
How this plan invests
This plan
1 pooled trust
Schedule D
54 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (8 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POLYTECHNIC SCHOOL.
Plan sponsor
Name
POLYTECHNIC SCHOOL
EIN
95-1641456
Address
1030 E. CALIFORNIA BLVD · PASADENA, CA · 91106
Phone
(626) 396-6352
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
2025-07-07
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $42K | — |
| RBC WEALTH MANAGEMENT | 41-1416330 | — | NONE | $36K | — |
Investments
53 direct securities · 1 pooled fund· $99.9M(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
$98.9M
53 holdings
Pooled Separate Account
$1.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock R2 | — | — | — | $16.1M | 16.1% | |
| TIAA Traditional Non Benefit Responsive | — | — | — | $14.3M | 14.3% | |
| Vanguard 500 Idx Adm | — | — | — | $7.7M | 7.7% | |
| T. Rowe Price T. Rowe Blue Chip Growth | — | — | — | $4.1M | 4.1% | |
| TIAA Traditional Non Benefit Responsive 2 | — | — | — | $3.8M | 3.8% | |
| CREF Global Equities R2 | — | — | — | $3.7M | 3.7% | |
| CREF Growth R2 | — | — | — | $3.5M | 3.5% | |
| TIAA-CREF Lifecycle 2040 - Retirement | — | — | — | $3.4M | 3.4% | |
| DFA Internal Core Eq Inst | — | — | — | $3.1M | 3.1% | |
| Vanguard Small-Cap Idx Adm | — | — | — | $2.9M | 2.9% | |
| TIAA Traditional Benefit Responsive | — | — | — | $2.2M | 2.2% | |
| Vanguard Ttl Intl Stk Idx Adm | — | — | — | $2.1M | 2.1% | |
| TIAA-CREF Lifecycle 2045 - Retirement | — | — | — | $2.0M | 2.0% | |
| T. Rowe Price T. Rowe Price Retire 2045 Fund | — | — | — | $2.0M | 2.0% | |
| T. Rowe Price T. Rowe Price Retire 2025 Fund | — | — | — | $1.9M | 2.0% | |
| Vanguard Ttl BD Mkt Idx Adm | — | — | — | $1.9M | 1.9% | |
| T. Rowe Price T. Rowe Price Retire 2050 Fund | — | — | — | $1.7M | 1.7% | |
| Vanguard Mid-Cap Idx Adm | — | — | — | $1.6M | 1.6% | |
| CREF Equity Index R2 | — | — | — | $1.6M | 1.6% | |
| DFA US Large Cap Value Inst | — | — | — | $1.6M | 1.6% | |
| T. Rowe Price T. Rowe Price Retire 2040 Fund | — | — | — | $1.4M | 1.4% | |
| CREF Social Choice R2 | — | — | — | $1.3M | 1.3% | |
| CREF Core Bond R2 | — | — | — | $1.2M | 1.2% | |
| T. Rowe Price T. Rowe Price Retire 2035 Fund | — | — | — | $1.0M | 1.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.0M | 1.0% | |
| TIAA-CREF Lifecycle 2050 - Retirement | — | — | — | $1.0M | 1.0% | |
| TIAA-CREF Large-Cap Value - Retirement | — | — | — | $960K | 1.0% | |
| T. Rowe Price T. Rowe Price Retire 2055 Fund | — | — | — | $923K | 0.9% | |
| TIAA-CREF Lifecycle 2035 - Retirement | — | — | — | $846K | 0.8% | |
| Western Asset Western Asset Core Bond IS | — | — | — | $838K | 0.8% | |
| TIAA-CREF Lifecycle 2030 - Retirement | — | — | — | $835K | 0.8% | |
| T. Rowe Price T. Rowe Price Retire 2060 Fund | — | — | — | $794K | 0.8% | |
| Cohen Steers Cohen Steers Real Estate Secs I | — | — | — | $761K | 0.8% | |
| TIAA-CREF Lifecycle 2025 - Retirement | — | — | — | $753K | 0.8% | |
| TIAA-CREF Money Market - Retirement | — | — | — | $674K | 0.7% | |
| T. Rowe Price T. Rowe Price Retire 2010 Fund | — | — | — | $488K | 0.5% | |
| CREF Inflation-Linked Bond R2 | — | — | — | $466K | 0.5% | |
| TIAA-CREF Mid-Cap Value - Retirement | — | — | — | $449K | 0.4% | |
| T. Rowe Price T. Rowe Price Retire 2030 Fund | — | — | — | $448K | 0.4% | |
| TIAA-CREF Lifecycle 2055 - Retirement | — | — | — | $377K | 0.4% | |
| TIAA-CREF Small-Cap Equity Retirement | — | — | — | $333K | 0.3% | |
| CREF Money Market R2 | — | — | — | $318K | 0.3% | |
| Vanguard FTSE Social Index Adm | — | — | — | $312K | 0.3% | |
| Participants Participant Loan Fund (Rate 4.25% - 9.50%) - | — | — | — | $276K | 0.3% | |
| TIAA-CREF Internal Equity - Retirement | — | — | — | $269K | 0.3% | |
| T. Rowe Price T. Rowe Price Retire 2020 Fund | — | — | — | $244K | 0.2% | |
| TIAA-CREF Lifecycle 2015 - Retirement | — | — | — | $143K | 0.1% | |
| T. Rowe Price T. Rowe Price Retire 2015 Fund | — | — | — | $116K | 0.1% | |
| TIAA-CREF Lifecycle Retirement Income | — | — | — | $97K | <0.1% | |
| Dodge & Cox Dodge & Cox Balances | — | — | — | $90K | <0.1% | |
| TIAA-CREF Lifecycle 2010 - Retirement | — | — | — | $78K | <0.1% | |
| TIAA-CREF Mid-Cap Growth - Retirement | — | — | — | $75K | <0.1% | |
| TIAA-CREF Lifecycle 2020 - Retirement | — | — | — | $60K | <0.1% | |
| TIAA-CREF Lifecycle 2060 - Retirement | — | — | — | $21K | <0.1% |
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