Original filing (PDF)20250930172019NAL0005611843001

Southern California Institute of Architecture

Name: Southern California Institute of Architecture — Form 5500 Plan 001 (2024)
Creator: Southern California Institute of Architecture
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

SCI-ARC Retirement Savings Plan

401(k) retirement plan · Southern California Institute of Architecture's SCI-ARC Retirement Savings Plan held $21.1M in plan assets for 98 participants in 2024.

Signals · 2

Late participant contributionsHigh average account balance

Active participants

Accounts w/ balance

111

Plan assets (EOY)

$21.1M

Net assets (EOY)

$21.1M

People on this filing

David Juarez signed Southern California Institute of Architecture's 2024 Form 5500 as plan administrator.

David Juarez — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Southern California Institute of Architecture's EIN is 95-2789388.

EIN 95-2789388

Plan number 001

Plan year 2024

ACK ID 20250930172019NAL0005611843001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southern California Institute of Architecture from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southern California Institute of Architecture's plan includes a 401(k) feature, profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHERN CALIFORNIA INSTITUTE OF ARCHITECTURE.

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How this plan invests

This plan

91 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 46K (3% of contributions).

Helping the score

Below-peer total plan cost (92nd percentile).
High average account balance (95th percentile).

Plan sponsor

Name

SOUTHERN CALIFORNIA INSTITUTE OF ARCHITECTURE

EIN

all filings

Address

960 EAST 3RD STREET · LOS ANGELES, CA · 90013

Phone

(213) 356-5326

Industry

Educational Services

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

2025-09-30

Pension benefit codes

2J · 401(k) feature

2E · Profit-sharing

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

2T · Default investment account (QDIA)

Service providers (Schedule C)

4 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	—	COLUMBUS, OH	INVESTMENT ADVISORY	$50K	—
PROACCOUNT	73-0988442	—	INVESTMENT ADVISORY	$372	—
FINANCIAL SENSE SECURITIES, INC	—	SAN DIEGO, CA	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Investments

91 direct securities· $21.1M(100% of reported assets)

Other securities

$12.4M

50 holdings

Mutual Funds

$6.2M

27 holdings

Common Collective Trusts

$2.0M

12 holdings

Bonds / Notes

$502K

1 holding

Agency / Mortgage-Backed

$2K

1 holding

					% of plan
Nationwide Investor Destinations Moderately Aggressive Fund R6 Mutual Fund	Other securities	—	—	$3.1M	14.8%
Nationwide Investor Destinations Aggressive Fund R6 Mutual Fund	Other securities	—	—	$1.9M	8.8%
Vanguard 500 Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$1.7M	8.2%
Nationwide Investor Destinations Moderate Fund R6 Mutual Fund	Other securities	—	—	$1.4M	6.6%
Vanguard Federal Money Market Fund Mutual Fund	Mutual Funds	—	—	$1.4M	6.4%
Fidelity Select Software & IT Services Mutual Fund	Mutual Funds	—	—	$828K	3.9%
JPMorgan Large Cap Growth Fund R6 Mutual Fund	Other securities	—	—	$813K	3.8%
Alger Capital Appreciation Institutional I Mutual Fund	Other securities	—	—	$798K	3.8%
Principal MidCap Fund Institutional Mutual Fund	Other securities	—	—	$560K	2.6%
Oakmark Equity and Income Fund I Mutual Fund	Other securities	—	—	$557K	2.6%
Vanguard Target Retirement 2020 Investor Mutual Fund	Mutual Funds	—	—	$535K	2.5%
Nationwide Investor Destinations Moderately Conservative Fund R6 Mutual Fund	Other securities	—	—	$533K	2.5%
Participant Loans Participant loans, bearing interest ranging from 4.25% to 9.50%	Bonds / Notes	—	—	$502K	2.4%
Vanguard Target Retirement 2030 Investor Mutual Fund ** 30 Vanguard Target Retirement 2035 Fund Investor Mutual Fund	Mutual Funds	—	—	$479K	2.3%
American Century Emerging Markets Fund R6 Mutual Fund	Other securities	—	—	$440K	2.1%
Vanguard Target Retirement 2040 Fund Investor Mutual Fund	Mutual Funds	—	—	$401K	1.9%
PIMCO Income Fund Institutional Mutual Fund	Mutual Funds	—	—	$366K	1.7%
Parnassus Core Equity Fund Institutional Mutual Fund	Other securities	—	—	$357K	1.7%
Vanguard Target Retirement 2055 Investor Mutual Fund	Mutual Funds	—	—	$323K	1.5%
PGIM Jennison Utility Fund Z Mutual Fund	Other securities	—	—	$314K	1.5%
Vanguard U.S. Growth Fund Admiral Mutual Fund ** 502 Janus Henderson Overseas N Fund Mutual Fund	Mutual Funds	—	—	$291K	1.4%
Invesco Small Cap Growth Fund R5 Mutual Fund	Mutual Funds	—	—	$291K	1.4%
Nationwide Fixed Select Option Fully Benefit-Responsive Investment Contract	Other securities	—	—	$252K	1.2%
Vanguard Target Retirement 2045 Investor Mutual Fund	Mutual Funds	—	—	$239K	1.1%
American Funds The Income Fund of America Class R6 Mutual Fund	Mutual Funds	—	—	$235K	1.1%
T. Rowe Price Financial Services Fund Mutual Fund	Other securities	—	—	$186K	0.9%
JPMorgan Value Advantage Fund L Mutual Fund	Other securities	—	—	$183K	0.9%
Vanguard Target Retirement 2060 Fund Investor Mutual Fund	Mutual Funds	—	—	$174K	0.8%
American Funds New Economy R6 Mutual Fund	Mutual Funds	—	—	$152K	0.7%
AB Large Cap Growth Fund I Mutual Fund	Other securities	—	—	$152K	0.7%
Victory Sycamore Established Valu Fund I Mutual Fund	Other securities	—	—	$144K	0.7%
American Funds Fundamental Investors R6 Mutual Fund	Mutual Funds	—	—	$143K	0.7%
Parnassus Mid Cap Fund I Mutual Fund	Other securities	—	—	$133K	0.6%
Vanguard Information Technology Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$123K	0.6%
Vanguard Target Retirement 2025 Investor Mutual Fund	Mutual Funds	—	—	$115K	0.5%
Eaton Vance Income Fund of Boston I Mutual Fund	Other securities	—	—	$108K	0.5%
Vanguard Target Retirement 2050 Fund Investor Mutual Fund	Mutual Funds	—	—	$103K	0.5%
Nationwide Investor Destinations Conservative Fund R6 Mutual Fund	Other securities	—	—	$98K	0.5%
American Funds Capital World Growth and Income Fund R6 Mutual Fund	Mutual Funds	—	—	$95K	0.4%
Baron Partners Fund Institutional Shares Mutual Fund	Other securities	—	—	$90K	0.4%
Vanguard Total Stock Market Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$62K	0.3%
Federated Hermes Government Obligations Fd Premier Mutual Fund	Other securities	—	—	$56K	0.3%
PIMCO StocksPLUS Small Fund Institutional Mutual Fund	Mutual Funds	—	—	$54K	0.3%
PGIM Global Real Estate Fund Z Mutual Fund	Other securities	—	—	$41K	0.2%
TCW Total Return Bond Fund I Mutual Fund	Other securities	—	—	$39K	0.2%
Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$33K	0.2%
Vanguard Target Retirement 2065 Fund Mutual Fund	Mutual Funds	—	—	$30K	0.1%
Vanguard Extended Market Index Fund Admiral Shares Mutual Fund 310 Vanguard Growth Index Fund Admiral Shares Mutual Fund 440 Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$27K	0.1%
American Century Value Fund R6 Class Mutual Fund	Other securities	—	—	$15K	<0.1%
DWS RREEF Real Estate Securities Fund - Class R6 Mutual Fund	Other securities	—	—	$13K	<0.1%