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Original filing (PDF)20250528150504NAL0018971874001
EPIPHANY SCHOOL
Form 5500
FILING_RECEIVED
EPIPHANY SCHOOL 403(B) DC PLAN
403(b) retirement plan
Signals · 1
Late filing · 10.4 mo
Active participants
67
Accounts w/ balance
136
Plan assets (EOY)
$13.1M
Net assets (EOY)
$13.1M
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)
88
/ 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
75
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 10.4 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EPIPHANY SCHOOL.
Plan sponsor
Name
EPIPHANY SCHOOL
EIN
23-7014921
Address
3611 E. DENNY WAY · SEATTLE, WA · 98122
Phone
(206) 323-9011
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-09-01
Tax period
2023-08-31
Filed
2025-05-28
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLARK NUBER PS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $8K | — |
Investments
1 pooled fund· $194K(1% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $194K | 1.5% |
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