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Original filing (PDF)20251011082512NAL0005061539001
THE EPISCOPAL ACADEMY
Form 5500
FILING_RECEIVED
THE EPISCOPAL ACADEMY 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
357
Accounts w/ balance
596
Plan assets (EOY)
$42.7M
Net assets (EOY)
$42.7M
How this plan invests
This plan
1 pooled trust
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE EPISCOPAL ACADEMY.
Plan sponsor
Name
THE EPISCOPAL ACADEMY
EIN
23-1370500
Address
1785 BISHOP WHITE DRIVE · NEWTOWN SQUARE, PA · 19073
Phone
(484) 424-1420
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WITHUM SMITH + BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-TEACHERS INSURANCE AND ANNUITY | 13-1624203 | — | NONE | $16K | — |
Investments
39 direct securities · 1 pooled fund· $42.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$41.7M
39 holdings
Pooled Separate Account
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock | — | — | — | $7.5M | 17.5% | |
| CREF Growth | — | — | — | $5.0M | 11.7% | |
| CREF Global Equities | — | — | — | $4.5M | 10.5% | |
| TIAA Traditional Non-Benefit Responsive | — | — | — | $3.9M | 9.2% | |
| CREF Equity Index | — | — | — | $3.4M | 8.0% | |
| Nuveen LifeCycle Index 2040 | — | — | — | $2.7M | 6.2% | |
| Nuveen LifeCycle Index 2030 | — | — | — | $2.5M | 5.9% | |
| Nuveen LifeCycle Index 2050 | — | — | — | $2.1M | 4.9% | |
| CREF Social Choice | — | — | — | $1.2M | 2.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.1M | 2.6% | |
| CREF Core Bond | — | — | — | $939K | 2.2% | |
| Vanguard 500 Index Admiral | — | — | — | $879K | 2.1% | |
| Nuveen LifeCycle Index 2020 | — | — | — | $756K | 1.8% | |
| CREF Money Market | — | — | — | $747K | 1.7% | |
| Vanguard Total International Stock Index Admiral | — | — | — | $725K | 1.7% | |
| Vanguard Total Stock Market Index Admiral | — | — | — | $662K | 1.5% | |
| CREF Inflation-Linked Bond | — | — | — | $589K | 1.4% | |
| Nuveen Large Cap Responsible Equity Fund | — | — | — | $402K | 0.9% | |
| Vanguard Equity Income Admiral | — | — | — | $398K | 0.9% | |
| TIAA Traditional Non-Benefit Responsive 2 | — | — | — | $394K | 0.9% | |
| Nuveen LifeCycle Index 2060 | — | — | — | $335K | 0.8% | |
| Vanguard Small-Cap Index Admiral | — | — | — | $317K | 0.7% | |
| American Funds New Perspective | — | — | — | $244K | 0.6% | |
| Nuveen Real Estate Securities Select Fund | — | — | — | $183K | 0.4% | |
| Baird Short Term Bond Fund Inst | — | — | — | $173K | 0.4% | |
| Alliance Berstein Large Cap Growth Fund Z | — | — | — | $156K | 0.4% | |
| Nuveen Money Market | — | — | — | $142K | 0.3% | |
| MFS Mid Cap Value Class | — | — | — | $103K | 0.2% | |
| Nuveen LifeCycle Index Ret Inc | — | — | — | $93K | 0.2% | |
| JP Morgan Core Plus Bond FD | — | — | — | $88K | 0.2% | |
| Vanguard Balanced Index Inst Admiral | — | — | — | $85K | 0.2% | |
| Vanguard Mid-Cap Index Admiral | — | — | — | $83K | 0.2% | |
| American Century Small Cap Growth | — | — | — | $60K | 0.1% | |
| American Funds New World | — | — | — | $59K | 0.1% | |
| Black Rock Mid Cap Growth Equity | — | — | — | $52K | 0.1% | |
| Vanguard Health Care Admiral | — | — | — | $34K | <0.1% | |
| PIMCO Income Fund Institutional | — | — | — | $32K | <0.1% | |
| Vanguard Total International Bond Index Admiral | — | — | — | $29K | <0.1% | |
| Undiscovered Managers Behavioral Value | — | — | — | $23K | <0.1% | |
| Vanguard LifeStrategy Growth | — | — | — | $2K | <0.1% |
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