Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CALIFORNIA COAST UNIVERSITY
EIN 95-2836948Educational ServicesLatest filing 2024
Plans
2
Retirement
2
$64.5M assets
Welfare
0
Participants
66
925 N. SPURGEON STREET - SANTA ANA, CA 92701714-547-9625
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $64.5M assets / 66 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
CALIFORNIA COAST UNIVERSITY EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$61.2M
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
CALIFORNIA COAST UNIVERSITY 401K RETIREMENT SAVINGS PLAN
401k
Assets$3.3M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | CALIFORNIA COAST UNIVERSITY EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $61.2M | 42 | 2024 | |
| 004 | CALIFORNIA COAST UNIVERSITY 401K RETIREMENT SAVINGS PLAN | 401k | $3.3M | 24 | 2024 |
Retirement plans