How big is Milken Institute's plan?

Milken Institute's plan reported $32.0M in assets and 278 participants for 2024.

Original filing (PDF)20251006175644NAL0002277219001

Milken Institute

Name: Milken Institute — Milken Institute 403(b) Plan, Form 5500 (2024)
Creator: Milken Institute
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Milken Institute 403(b) Plan

403(b) retirement plan · Milken Institute's Milken Institute 403(b) Plan held $32.0M in plan assets for 278 participants in 2024, with Empower as recordkeeper.

Signals · 1

35% in single holding

Active participants

278

Accounts w/ balance

350

Plan assets (EOY)

$32.0M

Net assets (EOY)

$32.0M

People on this filing

Gabriel PAZ-Arguedas signed Milken Institute's 2024 Form 5500 as plan administrator.

Gabriel PAZ-Arguedas — 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

Milken Institute's EIN is 95-4240775.

EIN 95-4240775

Plan number 001

Plan year 2024

ACK ID 20251006175644NAL0002277219001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Milken Institute's plan includes a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

29 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

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (94th percentile).

Plan sponsor

Name

MILKEN INSTITUTE

EIN

all filings

Address

1250 FOURTH STREET 2ND FLOOR · SANTA MONICA, CA · 90401

Phone

(310) 570-4960

Industry

Other Services (ex. Public Admin)

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

2025-10-06

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

GREEN HASSON AND JANKS LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$2K	—

Investments

29 direct securities· $32.0M(100% of reported assets)

Other securities

$17.6M

6 holdings

Mutual Funds

$12.2M

18 holdings

Common Collective Trusts

$2.2M

5 holdings

					% of plan
Delaware Small Cap Value Fund	Other securities	—	—	$11.1M	34.8%
Vanguard Instl Target Ret 2050 Fd	Mutual Funds	—	—	$2.5M	7.8%
AllianceBernstein AB Large Cap Growth Fund	Other securities	—	—	$2.4M	7.4%
MassMutual Guaranteed Interest Contract	Other securities	—	—	$2.3M	7.1%
MFS Mid Cap Value Fund	Mutual Funds	—	—	$1.6M	5.0%
Vanguard Instl Target Ret 2055 Fd	Mutual Funds	—	—	$1.4M	4.4%
Vanguard Instl Target Ret 2045 Fd	Mutual Funds	—	—	$1.2M	3.8%
Vanguard Instl Target Ret 2040 Fd	Mutual Funds	—	—	$1.2M	3.7%
MassMutual Mid Cap Growth Fund	Other securities	—	—	$1.1M	3.4%
American Funds EuroPacific Growth Fund	Mutual Funds	—	—	$858K	2.7%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$725K	2.3%
American Funds American Funds Balanced Fund	Mutual Funds	—	—	$698K	2.2%
Vanguard Instl Target Ret 2060 Fd	Mutual Funds	—	—	$622K	1.9%
JP Morgan JP Morgan Equity Income Fund	Other securities	—	—	$601K	1.9%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$594K	1.9%
Fidelity International Index Fund	Common Collective Trusts	—	—	$493K	1.5%
Vanguard Instl Target Ret 2030 Fd	Mutual Funds	—	—	$490K	1.5%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$347K	1.1%
PIMCO Income Fund	Mutual Funds	—	—	$344K	1.1%
Vanguard Instl Target Ret 2065 Fd	Mutual Funds	—	—	$303K	0.9%
Janus Henderson Janus Henderson Triton Fd	Mutual Funds	—	—	$290K	0.9%
Vanguard Instl Target Ret 2025 Fd	Mutual Funds	—	—	$258K	0.8%
Vanguard Instl Target Ret 2035 Fd	Mutual Funds	—	—	$159K	0.5%
American Funds New World Fund	Mutual Funds	—	—	$136K	0.4%
Lord Abbett Lord Abbett Total Return Fd	Mutual Funds	—	—	$128K	0.4%
Fidelity U.S Bond Index Fund	Common Collective Trusts	—	—	$88K	0.3%
per Annum, collateralized by participants' vested Account balances, maturity through October 2029.	Other securities	—	—	$74K	0.2%
Vanguard Instl Target Ret Income Fd	Mutual Funds	—	—	$42K	0.1%
Vanguard Instl Target Ret 2020 Fd	Mutual Funds	—	—	$2K	<0.1%