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Original filing (PDF)20251010153608NAL0007957569001
LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION
Form 5500
FILING_RECEIVED
LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT HARBOR-UCLA MEDICAL CENTER 403(B) PART-TIME FACULTY RETIREMENT PLAN
403(b) retirement plan
Signals · 2
41% in single holdingNo recordkeeper disclosed
Active participants
123
Accounts w/ balance
261
Plan assets (EOY)
$51.2M
Net assets (EOY)
$51.2M
How this plan invests
This plan
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
79
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "CREF Stock R2 Registered investment co." is 41% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION.
Plan sponsor
Name
LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION
EIN
95-2138184
Address
1124 W. CARSON STREET · N-12 · TORRANCE, CA · 905022006
Phone
(310) 222-3610
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2L · 403(b)(1) annuity
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WINDES, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-TEACHERS INSURANCE AND ANNUITY | 13-1624203 | NEW YORK, NY | 0 | $3K | — |
Investments
38 direct securities· $51.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock R2 Registered investment co. | — | — | — | $21.2M | 41.3% | |
| TIAA Traditional Non Benefit Responsive Annuity Contract | — | — | — | $14.3M | 28.0% | |
| CREF Growth R2 Registered investment co. | — | — | — | $3.3M | 6.4% | |
| CREF Equity Idx R2 Registered investment co. | — | — | — | $2.5M | 4.8% | |
| CREF Global Equities R2 Registered investment co. | — | — | — | $2.0M | 4.0% | |
| CREF Core Bond R2 Registered investment co. | — | — | — | $1.9M | 3.7% | |
| CREF Social Choice R2 Registered investment co. | — | — | — | $1.1M | 2.2% | |
| Nuveen LfCycle Idx 2040 R6 Registered investment co. | — | — | — | $532K | 1.0% | |
| Nuveen LfCycle Idx 2035 R6 Registered investment co. | — | — | — | $474K | 0.9% | |
| TIAA Traditional Non Benefit Responsive 2 Annuity Contract | — | — | — | $431K | 0.8% | |
| CREF Inflation Linked Bond R2 Registered investment co. | — | — | — | $410K | 0.8% | |
| Vanguard Federal Money Mkt Inv Registered investment co. | — | — | — | $366K | 0.7% | |
| Vanguard Mid Cap Idx Adm Registered investment co. | — | — | — | $322K | 0.6% | |
| CREF Money Market R2 Registered investment co. | — | — | — | $316K | 0.6% | |
| Vanguard Ttl Stk Mkt Idx Adm Registered investment co. | — | — | — | $284K | 0.6% | |
| Nuveen LfCycle Idx 2020 R6 Registered investment co. | — | — | — | $253K | 0.5% | |
| Nuveen LfCycle Idx 2045 R6 Registered investment co. | — | — | — | $239K | 0.5% | |
| Vanguard Small Cap Idx Adm Registered investment co. | — | — | — | $209K | 0.4% | |
| Nuveen LfCycle Idx 2050 R6 Registered investment co. | — | — | — | $179K | 0.3% | |
| Nuveen LfCycle Idx 2030 R6 Registered investment co. | — | — | — | $172K | 0.3% | |
| DFA Real Estate Sec Port Inst Registered investment co. | — | — | — | $154K | 0.3% | |
| Nuveen LfCycle Idx 2015 R6 Registered investment co. | — | — | — | $92K | 0.2% | |
| Vanguard Equity Income Adm Registered investment co. | — | — | — | $80K | 0.2% | |
| Vanguard Devlopd Mkts Idx Adm Registered investment co. | — | — | — | $67K | 0.1% | |
| Nuveen LfCycle Idx 2025 R6 Registered investment co. | — | — | — | $63K | 0.1% | |
| Nuveen Intl Resp Equity R6 Registered investment co. | — | — | — | $49K | <0.1% | |
| TIAA-CREF Self Directed Acct Money market fund | — | — | — | $42K | <0.1% | |
| Vanguard Emr Mkts Stk Idx Adm Registered investment co. | — | — | — | $24K | <0.1% | |
| Nuveen LfCycle Idx 2010 R6 Registered investment co. | — | — | — | $21K | <0.1% | |
| DFA Inflation ProtSecPortInst Registered investment co. | — | — | — | $18K | <0.1% | |
| TIAA Stable Value Annuity Contract | — | — | — | $15K | <0.1% | |
| Carillon Eagle Mid Cap Grw R6 Registered investment co. | — | — | — | $11K | <0.1% | |
| American Cent Mid Cap Value R6 Registered investment co. | — | — | — | $9K | <0.1% | |
| Nuveen Core Impact Bond R6 Registered investment co. | — | — | — | $7K | <0.1% | |
| MFS New Discovery Value R6 Registered investment co. | — | — | — | $7K | <0.1% | |
| Nuveen LfCycle Idx 2060 R6 Registered investment co. | — | — | — | $5K | <0.1% | |
| AllianceBernstein Sm Cap Gr Z Registered investment co. | — | — | — | $2K | <0.1% | |
| Nuveen LfCycle Idx 2055 R6 Registered investment co. | — | — | — | $1K | <0.1% |
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