Original filing (PDF)20250910083830NAL0013335203001

ART CENTER COLLEGE OF DESIGN

Name: ART CENTER COLLEGE OF DESIGN — ART CENTER COLLEGE OF DESIGN SAVINGS PLAN, Form 5500 (2024)
Creator: ART CENTER COLLEGE OF DESIGN

Form 5500

FILING_RECEIVED

ART CENTER COLLEGE OF DESIGN SAVINGS PLAN

403(b) retirement plan

Active participants

1,450

Accounts w/ balance

719

Plan assets (EOY)

$105.3M

Net assets (EOY)

$105.3M

How this plan invests

This plan

25 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ART CENTER COLLEGE OF DESIGN.

Plan sponsor

Name

ART CENTER COLLEGE OF DESIGN

EIN

95-1921340

Address

1700 LIDA STREET · PASADENA, CA · 91103

Phone

(626) 396-2200

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MILLIMAN, INC.	91-0675641	—	NONE	$80K	—
CHARLES SCHWAB TRUST BANK	82-3967259	—	NONE	$19K	—
CHARLES SCHWAB & CO., INC.	94-1737782	—	NONE	$0	—

Investments

25 direct securities· $101.1M(96% of reported assets)

					% of plan
Fidelity 500 Index Fund	Other securities	—	—	$13.7M	13.0%
Pioneer Fundamental Growth Fund Class Y	Other securities	—	—	$11.2M	10.7%
Metropolitan West Total Return Bond Fund Class M	Other securities	—	—	$10.4M	9.9%
American Funds Income Fund of America Class R6	Other securities	—	—	$9.8M	9.3%
Invesco Diversified Dividend Fund Class R5	Other securities	—	—	$7.8M	7.4%
American Funds EuroPacific Growth Fund Class R6	Other securities	—	—	$5.5M	5.2%
Standard Stable Asset Fund II	Other securities	—	—	$4.9M	4.6%
Baron Growth Fund Institutional Class	Other securities	—	—	$3.9M	3.7%
JP Morgan Mid Cap Value Fund Class L	Other securities	—	—	$3.3M	3.1%
Fidelity International Index Fund	Other securities	—	—	$3.1M	2.9%
Invesco Developing Markets Fund Class Y	Other securities	—	—	$3.0M	2.9%
PIMCO Income Fund Institutional Class	Other securities	—	—	$2.9M	2.8%
American Funds New Perspective Fund Class R6	Other securities	—	—	$2.8M	2.7%
Cohen & Steers Realty Shares Fund	Other securities	—	—	$2.8M	2.7%
American Funds Inflation Linked Bond Fund Class R6	Other securities	—	—	$2.7M	2.6%
Parnassus Core Equity Fund Investor Shares	Other securities	—	—	$2.2M	2.1%
Delaware Small Cap Value Fund Institutional Class	Other securities	—	—	$2.0M	1.9%
First Eagle Global Fund Class A	Other securities	—	—	$1.9M	1.8%
BNY Mellon Natural Resources Fund Class I	Other securities	—	—	$1.8M	1.7%
Hartford World Bond FD CL R6	Other securities	—	—	$1.3M	1.3%
Brandywine Global High Yield Fund Class I	Other securities	—	—	$947K	0.9%
Columbia Mid Cap Index Fund Institutional 2 Class	Other securities	—	—	$876K	0.8%
maturing through June 2037 0	Other securities	—	—	$859K	0.8%
BNY Mellon Small Cap Stock Index Fund Class I	Other securities	—	—	$832K	0.8%
Janus Henderson Triton Fund Class T	Other securities	—	—	$650K	0.6%