Assets by plan
Share of aggregate retirement assets
Filings through .
California Coast University
EIN 95-2836948Educational ServicesLatest filing 2025
Plans
2
Retirement
2
$84.8M assets
Health & Benefits
0
Participants
55
925 N. SPURGEON STREET - SANTA ANA, CA 92701714-547-9625
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $84.8M assets / 55 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#005
CALIFORNIA COAST UNIVERSITY EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$81.0M
Participants31
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
CALIFORNIA COAST UNIVERSITY 401(K) RETIREMENT SAVINGS PLAN
401(k)
Assets$3.8M
Participants24
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #005 | CALIFORNIA COAST UNIVERSITY EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $81.0M | 31 | 2025 |
| #004 | CALIFORNIA COAST UNIVERSITY 401(K) RETIREMENT SAVINGS PLAN | 401(k) | $3.8M | 24 | 2025 |
- #005 · ESOP · 202531
- #004 · 401(k) · 202524
Retirement plans