Original filing (PDF)20250415230107NAL0001900355001

IDYLLWILD ARTS FOUNDATION

Name: IDYLLWILD ARTS FOUNDATION — IDYLLWILD ARTS FOUNDATION DC RETIREMENT PLAN, Form 5500 (2023)
Creator: IDYLLWILD ARTS FOUNDATION

Form 5500

FILING_RECEIVED

IDYLLWILD ARTS FOUNDATION DC RETIREMENT PLAN

403(b) retirement plan

Signals · 1

Late filing · 2.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 2.9 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IDYLLWILD ARTS FOUNDATION.

Plan sponsor

Name

IDYLLWILD ARTS FOUNDATION

EIN

95-1801279all filings

Address

P.O. BOX 38 · IDYLLWILD, CA · 92549

Phone

(951) 659-2171

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-03-05

Filed

2025-04-16

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

SINGERLEWAK, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $0

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.

			% of plan
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	$0	—

1–1 of 1

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