Back to filter
Original filing (PDF)20251009124230NAL0011477968001
CLAREMONT GRADUATE UNIVERSITY
Form 5500
FILING_RECEIVED
CLAREMONT GRADUATE UNIVERSITY ACADEMIC RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
511
Accounts w/ balance
994
Plan assets (EOY)
$179.2M
Net assets (EOY)
$179.2M
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)
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 (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLAREMONT GRADUATE UNIVERSITY.
Plan sponsor
Name
CLAREMONT GRADUATE UNIVERSITY
EIN
95-1664100
Address
101 S. MILLS AVE · CLAREMONT, CA · 917113998
Phone
(909) 607-4130
Industry
Educational Servicessee all
Plan administrator
Name
MIA ALONZO
EIN
95-3048240
City
CLAREMONT, CA
Phone
(909) 607-4130
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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $39K | — |
Investments
31 direct securities · 1 pooled fund· $174.5M(97% 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
$172.6M
31 holdings
Pooled Separate Account
$1.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive | — | — | — | $32.8M | 18.3% | |
| CREF Stock R2 | — | — | — | $24.3M | 13.6% | |
| TIAA Traditional Benefit Responsive | — | — | — | $16.6M | 9.3% | |
| Vanguard Total Stock Market Index | — | — | — | $14.4M | 8.1% | |
| Vanguard Institutional Index | — | — | — | $13.5M | 7.5% | |
| Vanguard Total International Stock Index | — | — | — | $8.5M | 4.7% | |
| Vanguard Institutional Target Retirement 2030 | — | — | — | $5.8M | 3.2% | |
| Vanguard Institutional Target Retirement 2040 | — | — | — | $5.7M | 3.2% | |
| Vanguard Institutional Target Retirement 2035 | — | — | — | $5.2M | 2.9% | |
| Vanguard Small-Cap Index | — | — | — | $4.7M | 2.6% | |
| Vanguard Mid-Cap Index | — | — | — | $4.5M | 2.5% | |
| Vanguard Institutional Target Retirement 2045 | — | — | — | $4.0M | 2.2% | |
| CREF Growth R2 | — | — | — | $3.7M | 2.1% | |
| CREF Inflation-Linked Bond R2 | — | — | — | $3.5M | 2.0% | |
| Vanguard Institutional Target Retirement Income | — | — | — | $3.1M | 1.7% | |
| CREF Social Choice R2 | — | — | — | $3.1M | 1.7% | |
| Vanguard Institutional Target Retirement 2020 | — | — | — | $2.8M | 1.6% | |
| CREF Equity Index R2 | — | — | — | $2.7M | 1.5% | |
| CREF Money Market R2 | — | — | — | $2.5M | 1.4% | |
| Vanguard Institutional Target Retirement 2025 | — | — | — | $2.4M | 1.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.9M | 1.0% | |
| CREF Global Equities R2 | — | — | — | $1.8M | 1.0% | |
| Vanguard Institutional Target Retirement 2050 | — | — | — | $1.6M | 0.9% | |
| CREF Core Bond R2 | — | — | — | $1.1M | 0.6% | |
| Vanguard Institutional Target Retirement 2055 | — | — | — | $1.1M | 0.6% | |
| Cohen & Steers CohenSteers Real Estate Securities | — | — | — | $1.0M | 0.6% | |
| TIAA-CREF Self Directed Account | — | — | — | $908K | 0.5% | |
| Vanguard Federal Money Market | — | — | — | $702K | 0.4% | |
| Vanguard Institutional Target Retirement 2060 | — | — | — | $261K | 0.1% | |
| participants maturing through July 2029 0 | — | — | — | $176K | <0.1% | |
| Vanguard Institutional Target Retirement 2065 | — | — | — | $40K | <0.1% | |
| Vanguard Institutional Target Retirement 2070 | — | — | — | $16K | <0.1% |