Original filing (PDF)20250702114850NAL0032914850001

UNIVERSITY-STUDENT UNION, CALIFORNIA STATE UNIVERSITY, LOS ANGELES

Name: UNIVERSITY-STUDENT UNION, CALIFORNIA STATE UNIVERSITY, LOS ANGELES — UNIVERSITY-STUDENT UNION BOARD 403(B) DC PLAN, Form 5500 (2024)
Creator: UNIVERSITY-STUDENT UNION, CALIFORNIA STATE UNIVERSITY, LOS ANGELES

Form 5500-SF

FILING_RECEIVED

UNIVERSITY-STUDENT UNION BOARD 403(B) DC PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

106

Plan assets (EOY)

$12.8M

Net assets (EOY)

$12.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIVERSITY-STUDENT UNION, CALIFORNIA STATE UNIVERSITY, LOS ANGELES.

Plan sponsor

Name

UNIVERSITY-STUDENT UNION, CALIFORNIA STATE UNIVERSITY, LOS ANGELES

EIN

95-3122264

Address

5154 STATE UNIVERSITY DRIVE · U-SU 306 · LOS ANGELES, CA · 90032

Phone

(323) 343-2455

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

2025-07-02

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

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

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 providers

Related plans

Similar-size Educational Services plans

WESTMINSTER SEMINARY CALIFORNIA

WESTMINSTER SEMINARY CALIFORNIA 403(B) RETIREMENT PLAN

$12.8M · 67 participants

ANCONA SCHOOL SOCIETY

ANCONA SCHOOL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN

$12.8M · 35 participants

PARTNERSHIP FOR LOS ANGELES SCHOOLS

PARTNERSHIP FOR LOS ANGELES SCHOOLS 403B PLAN

$12.8M · 105 participants

COLLEGIATE ACADEMIES

COLLEGIATE ACADEMIES 403(B) PLAN

$12.8M · 573 participants

FRIENDS OF FAMILY HEALTH CENTE