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Original filing (PDF)20250415134217NAL0003380497001

LAKE FOREST GRADUATE SCHOOL OF MANAGEMENT

Form 5500
FILING_RECEIVED
LAKE FOREST GRADUATE SCHOOL OF MANAGEMENT RETIREMENT SAVINGS PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
170
Accounts w/ balance
136
Plan assets (EOY)
$13.2M
Net assets (EOY)
$13.2M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAKE FOREST GRADUATE SCHOOL OF MANAGEMENT.
Plan sponsor
Name
LAKE FOREST GRADUATE SCHOOL OF MANAGEMENT
EIN
23-7013253
Address
1905 WEST FIELD CT · LAKE FOREST, IL · 60045
Phone
(847) 574-5166
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

1 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
HOWARD SIMON AND ASSOCIATES42-1558009—NONE$19K—

Investments

1 pooled fund· $287K(2% 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.

InvestmentTypeCurrent value% of plan
TIAA REAL ESTATE
TIAA-CREF · EIN 13-1624203 / PN 004
Pooled Separate Account
$287K2.2%