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Original filing (PDF)20250804125331NAL0000988705001
VIEWPOINT EDUCATIONAL FOUNDATION
Form 5500
FILING_RECEIVED
VIEWPOINT EDUCATIONAL FOUNDATION 403(B)PLAN
403(b) retirement plan
Active participants
278
Accounts w/ balance
494
Plan assets (EOY)
$75.1M
Net assets (EOY)
$75.1M
How this plan invests
This plan
1 pooled trust
Schedule D
70 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIEWPOINT EDUCATIONAL FOUNDATION.
Plan sponsor
Name
VIEWPOINT EDUCATIONAL FOUNDATION
EIN
95-2242261
Address
23620 MULHOLLAND HWY · CALABASAS, CA · 913022060
Phone
(818) 591-6500
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
2025-08-04
Pension benefit codes
2M · 403(b)(7) custodial accounts
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $46K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | ADVISOR | $60K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARMANINO LLP | 33-2514127 | — | AUDITOR | $23K | — |
Investments
68 direct securities · 1 pooled fund· $75.1M(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
$74.5M
68 holdings
Pooled Separate Account
$612K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm | — | — | — | $5.9M | 7.9% | |
| TIAA Traditional Non-Benefit Responsive | — | — | — | $5.1M | 6.8% | |
| JP Morgan Large-Cap Growth R6 | — | — | — | $5.1M | 6.7% | |
| Nuveen Lifecycle Ix 2045 R6 | — | — | — | $4.4M | 5.9% | |
| CREF Stock R1 | — | — | — | $4.0M | 5.3% | |
| Columbia Dividend Income Inst3 | — | — | — | $3.9M | 5.2% | |
| Nuveen Lifecycle Ix 2035 R6 | — | — | — | $3.1M | 4.1% | |
| PGIM Total Return Bond | — | — | — | $2.7M | 3.6% | |
| MFS International Value | — | — | — | $2.5M | 3.3% | |
| Nuveen Lifecycle Ix 2040 R6 | — | — | — | $2.4M | 3.1% | |
| Nuveen Lifecycle Ix 2025 R6 | — | — | — | $2.2M | 3.0% | |
| CREF Growth R1 | — | — | — | $2.2M | 2.9% | |
| TIAA Traditional Non-Benefit Responsive 2 | — | — | — | $2.0M | 2.7% | |
| Victory Sycamore Established Value I | — | — | — | $1.8M | 2.4% | |
| Nuveen Lifecycle Ix 2050 R6 | — | — | — | $1.8M | 2.4% | |
| Nuveen Lifecycle Ix 2030 R6 | — | — | — | $1.7M | 2.3% | |
| PIMCO International Bond US Dollar Hedge Inst | — | — | — | $1.4M | 1.9% | |
| Blackrock Mid-Cap Growth Equity K | — | — | — | $1.4M | 1.9% | |
| CREF Equity Index R1 | — | — | — | $1.2M | 1.7% | |
| American Funds New World R6 | — | — | — | $1.2M | 1.6% | |
| CREF Global Equities R1 | — | — | — | $1.2M | 1.6% | |
| Vanguard Small-Cap Index Adm | — | — | — | $1.1M | 1.5% | |
| Vanguard Mid-Cap Index Adm | — | — | — | $1.1M | 1.4% | |
| Invesco Global R6 | — | — | — | $1.0M | 1.4% | |
| Nuveen Lifecycle Ix 2055 R6 | — | — | — | $974K | 1.3% | |
| Victory Sycamore Small Company Opportunity I | — | — | — | $974K | 1.3% | |
| PGIM High Yield Z | — | — | — | $927K | 1.2% | |
| TIAA Stable Value | — | — | — | $914K | 1.2% | |
| American EuroPacific Growth R6 | — | — | — | $856K | 1.1% | |
| TIAA Traditional Benefit Responsive | — | — | — | $756K | 1.0% | |
| Nuveen Lifecycle Ix 2020 R6 | — | — | — | $729K | 1.0% | |
| Nuveen Large Cap Resp Equity R6 | — | — | — | $713K | 0.9% | |
| CREF Social Choice R1 | — | — | — | $694K | 0.9% | |
| Notes receivable from participants | — | — | — | $655K | 0.9% | |
| Principal Small-Cap Growth I Inst | — | — | — | $649K | 0.9% | |
| CREF Money Market R1 | — | — | — | $641K | 0.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $612K | 0.8% | |
| Vanguard FTSE World Index Adm | — | — | — | $580K | 0.8% | |
| Lord Abett Short Duration Income I | — | — | — | $541K | 0.7% | |
| CREF CORE Bond R1 | — | — | — | $456K | 0.6% | |
| Nuveen Lifecycle Ix 2015 R6 | — | — | — | $409K | 0.5% | |
| Vanguard Intermediate Term Bond Index | — | — | — | $388K | 0.5% | |
| Nuveen Lifecycle Ix 2060 R6 | — | — | — | $240K | 0.3% | |
| CREF Inflation-Linked Bond R1 | — | — | — | $171K | 0.2% | |
| Vanguard Real Estate Index Adm | — | — | — | $159K | 0.2% | |
| Vanguard Inflation Protected Security Adm | — | — | — | $153K | 0.2% | |
| TIAA Access Nuv Lifecycle 2030 T4 | — | — | — | $151K | 0.2% | |
| TIAA Access Nuv Large-Cap Value T4 | — | — | — | $146K | 0.2% | |
| Nuveen Lifecycle Ix 2010 R6 | — | — | — | $124K | 0.2% | |
| TIAA Access Nuv International Equity T4 | — | — | — | $116K | 0.2% | |
| Vanguard Emerging Markets Stock Index Adm | — | — | — | $99K | 0.1% | |
| Nuveen Lifecycle Ix Ret Inc R6 | — | — | — | $95K | 0.1% | |
| TIAA Access Nuv Quant Small Cap Equity T4 | — | — | — | $82K | 0.1% | |
| TIAA Access Nuv Lifecycle 2025 T4 | — | — | — | $76K | 0.1% | |
| TIAA Access Nuv Real Estate Securities T4 | — | — | — | $74K | <0.1% | |
| TIAA Access Nuv Large-Cap Res Equity T4 | — | — | — | $70K | <0.1% | |
| TIAA Access Nuv Lifecycle 2035 T4 | — | — | — | $61K | <0.1% | |
| TIAA Access Nuv Lifecycle 2040 T4 | — | — | — | $57K | <0.1% | |
| TIAA Access Nuv Small-Cap Blend Index T4 | — | — | — | $51K | <0.1% | |
| Nuveen Lifecycle Ix 2065 R6 | — | — | — | $42K | <0.1% | |
| TIAA Access Nuv Mid-Cap Growth T4 | — | — | — | $33K | <0.1% | |
| TIAA Access Nuv Lifecycle 2050 T4 | — | — | — | $32K | <0.1% | |
| TIAA Access Nuv Large-Cap Growth T4 | — | — | — | $25K | <0.1% | |
| TIAA Access Nuv Core Equity T4 | — | — | — | $18K | <0.1% | |
| TIAA Access Nuv Equity Index T4 | — | — | — | $12K | <0.1% | |
| TIAA Access Nuv Core Bond Plus T4 | — | — | — | $11K | <0.1% | |
| TIAA Access Nuv Lifecycle 2045 T4 | — | — | — | $7K | <0.1% | |
| TIAA Access Nuv Lifecycle 2015 T4 | — | — | — | $7K | <0.1% | |
| TIAA Access Nuv Lifecycle Retirement Inc T4 | — | — | — | $1K | <0.1% |
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