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Original filing (PDF)20251218125610NAL0005394017001
BALBOA ART CONSERVATION CENTER
Form 5500-SF
FILING_RECEIVED
TIAA CREF
403(b) retirement plan
Signals · 1
Late filing · 1.1 mo
Active participants
12
Accounts w/ balance
20
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
Plan health score (directional)
88
/ 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
96
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.1 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BALBOA ART CONSERVATION CENTER.
Plan sponsor
Name
BALBOA ART CONSERVATION CENTER
DBA
BACC
EIN
95-2932292
Address
PO BOX 3755 · SAN DIEGO, CA · 921631755
Phone
(617) 236-1927
Industry
Arts, Entertainment, Recreationsee 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
2025-12-18
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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