Original filing (PDF)20250129230006NAL0015970225001

SOUTH BAYLO UNIVERSITY

Name: SOUTH BAYLO UNIVERSITY — SOUTH BAYLO UNIVERSITY MONEY PURCHASE PENSION PLAN 403(B), Form 5500 (2023)
Creator: SOUTH BAYLO UNIVERSITY

Form 5500-SF

FILING_RECEIVED

SOUTH BAYLO UNIVERSITY MONEY PURCHASE PENSION PLAN 403(B)

403(b) retirement plan

Active participants

Accounts w/ balance

105

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

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 SOUTH BAYLO UNIVERSITY.

Plan sponsor

Name

SOUTH BAYLO UNIVERSITY

EIN

95-3538772

Address

1126 N BROOKHURST ST · ANAHEIM, CA · 92801

Phone

(714) 533-1495

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-01-30

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 providers

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