Search public Form 5500 filings

Plans

• planPepperdine University Retirement PlanFinancial statementProvider compensation2023 filing
  $576Mreported assets (EOY)
  Sponsor: Pepperdine UniversityEIN: 95-1644037Plan: 001Participants: 3,552Assets: $575,998,516Net assets: $576MAssets / participant: $162.2KLocation: Malibu, CALatest: 2023
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• planHrl Retirement Savings Plan For Non-Bargained EmployeesFinancial statementProvider compensation2023 filing
  $279.6Mreported assets (EOY)
  Sponsor: Hrl Laboratories, LLCEIN: 95-4663143Plan: 003Participants: 1,014Assets: $279,613,046Net assets: $279.6MAssets / participant: $275.8KLocation: Malibu, CALatest: 2023
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• planHrl Pension Plan For Non-Bargained EmployeesFinancial statementProvider compensation2023 filing
  $42.7Mreported assets (EOY)
  Sponsor: Hrl Laboratories, LLCEIN: 95-4663143Plan: 001Participants: 220Assets: $42,709,745Net assets: $42.7MAssets / participant: $194.1KLocation: Malibu, CALatest: 2023
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• planRetiree Health Plan For Pepperdine UniversityFinancial statementProvider compensation2023 filing
  $16Mreported assets (EOY)
  Sponsor: Pepperdine UniversityEIN: 95-1644037Plan: 503Participants: 1,176Assets: $16,027,318Net assets: $16MAssets / participant: $13.6KLocation: Malibu, CALatest: 2023
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• planDouglas J. Frye, Law Corporation Defined Benefit Pension PlanFinancial statement2023 filing
  $5.9Mreported assets (EOY)
  Sponsor: Douglas J. Frye, Law CorporationEIN: 95-3608762Plan: 002Participants: 2Assets: $5,860,821Net assets: $5.9MAssets / participant: $2.9MLocation: Malibu, CALatest: 2023
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• planAffiliated Capital Resources 401(K) Profit Sharing PlanFinancial statement2023 filing
  $4.2Mreported assets (EOY)
  Sponsor: Affiliated Capital ResourcesEIN: 95-4350248Plan: 003Participants: 2Assets: $4,243,971Net assets: $4.2MAssets / participant: $2.1MLocation: Malibu, CALatest: 2023
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• planDouglas J. Frye, Law Corporation Profit Sharing PlanFinancial statement2023 filing
  $3.7Mreported assets (EOY)
  Sponsor: Douglas J. Frye, Law CorporationEIN: 95-3608762Plan: 001Participants: 2Assets: $3,671,033Net assets: $3.7MAssets / participant: $1.8MLocation: Malibu, CALatest: 2023
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• planAvum, Inc. Retirement TrustFinancial statement2023 filing
  $3.1Mreported assets (EOY)
  Sponsor: Avum, Inc.EIN: 95-4487116Plan: 001Participants: 26Assets: $3,135,905Net assets: $3.1MAssets / participant: $120.6KLocation: Malibu, CALatest: 2023
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