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Original filing (PDF)20250721064450NAL0001067073001
SHORECREST PREPARATORY SCHOOL
Form 5500
FILING_RECEIVED
SHORECREST PREPARATORY SCHOOL 403(B) DC PLAN
403(b) retirement plan
Active participants
202
Accounts w/ balance
395
Plan assets (EOY)
$23.0M
Net assets (EOY)
$23.0M
How this plan invests
This plan
1 pooled trust
Schedule D
50 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHORECREST PREPARATORY SCHOOL.
Plan sponsor
Name
SHORECREST PREPARATORY SCHOOL
EIN
23-7412158
Address
5101 FIRST STREET NORTHEAST · ST. PETERSBURG, FL · 337033009
Phone
(727) 522-2111
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-21
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $34K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 82-1434504 | — | ADVISOR | $20K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARMANINO LLP | 94-6214841 | — | AUDITOR | $8K | — |
Investments
49 direct securities · 1 pooled fund· $23.0M(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
$22.7M
49 holdings
Pooled Separate Account
$223K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| College Retirement Equities Fund variable annuities Vanguard 500 Idx Adm | — | — | — | $2.4M | 10.4% | |
| College Retirement Equities Fund variable annuities Vanguard Target Retire 2030 | — | — | — | $2.1M | 9.0% | |
| College Retirement Equities Fund variable annuities CREF Stock R1 | — | — | — | $2.0M | 8.8% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive | — | — | — | $1.8M | 8.0% | |
| College Retirement Equities Fund variable annuities Vanguard Target Retire 2035 | — | — | — | $1.5M | 6.6% | |
| College Retirement Equities Fund variable annuities Vanguard Target Retire 2040 | — | — | — | $1.4M | 6.0% | |
| College Retirement Equities Fund variable annuities Vanguard Target Retire 2050 | — | — | — | $1.3M | 5.7% | |
| College Retirement Equities Fund variable annuities Vanguard Target Retire 2045 | — | — | — | $1.3M | 5.6% | |
| College Retirement Equities Fund variable annuities CREF Growth R1 | — | — | — | $962K | 4.2% | |
| College Retirement Equities Fund variable annuities AB Large Cap Growth Fund Z | — | — | — | $765K | 3.3% | |
| College Retirement Equities Fund variable annuities CREF Global Equities R1 | — | — | — | $702K | 3.1% | |
| College Retirement Equities Fund variable annuities TIAA Stable Value | — | — | — | $608K | 2.6% | |
| College Retirement Equities Fund variable annuities Vanguard Target Retire 2025 | — | — | — | $556K | 2.4% | |
| College Retirement Equities Fund variable annuities Vanguard Small-Cap Idx Adm | — | — | — | $555K | 2.4% | |
| College Retirement Equities Fund variable annuities Vanguard Target Retire 2020 | — | — | — | $540K | 2.3% | |
| College Retirement Equities Fund variable annuities Vanguard Target Retire 2055 | — | — | — | $365K | 1.6% | |
| College Retirement Equities Fund variable annuities CREF Equity Index R1 | — | — | — | $364K | 1.6% | |
| College Retirement Equities Fund variable annuities Vanguard Mid-Cap Idx Adm | — | — | — | $356K | 1.5% | |
| College Retirement Equities Fund variable annuities Parnassus Value Equity Instl | — | — | — | $325K | 1.4% | |
| College Retirement Equities Fund variable annuities Vanguard Devlopd Mkts Idx Adm | — | — | — | $319K | 1.4% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive 2 | — | — | — | $312K | 1.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $223K | 1.0% | |
| College Retirement Equities Fund variable annuities Putnam Large Cap Value Fund R6 | — | — | — | $221K | 1.0% | |
| College Retirement Equities Fund variable annuities CREF Social Choice R1 | — | — | — | $192K | 0.8% | |
| College Retirement Equities Fund variable annuities Vanguard Target Retire 2060 | — | — | — | $174K | 0.8% | |
| College Retirement Equities Fund variable annuities Baird Aggregate Bond Inst | — | — | — | $134K | 0.6% | |
| College Retirement Equities Fund variable annuities Vanguard Target Retire Income | — | — | — | $133K | 0.6% | |
| College Retirement Equities Fund variable annuities Vanguard Real Estate Idx Adm | — | — | — | $129K | 0.6% | |
| College Retirement Equities Fund variable annuities Vanguard Target Retire 2065 | — | — | — | $127K | 0.6% | |
| College Retirement Equities Fund variable annuities CREF Core Bond R1 | — | — | — | $121K | 0.5% | |
| College Retirement Equities Fund variable annuities American Funds New World R6 | — | — | — | $120K | 0.5% | |
| College Retirement Equities Fund variable annuities Janus Henderson Triton N | — | — | — | $99K | 0.4% | |
| College Retirement Equities Fund variable annuities BlackRock High Yield Class K | — | — | — | $80K | 0.3% | |
| College Retirement Equities Fund variable annuities CREF Money Market R1 | — | — | — | $76K | 0.3% | |
| College Retirement Equities Fund variable annuities MassMutual Mid Cap Growth I | — | — | — | $74K | 0.3% | |
| College Retirement Equities Fund variable annuities Vanguard Short-Trm Invt Gd Adm | — | — | — | $74K | 0.3% | |
| College Retirement Equities Fund variable annuities Participant Loan Fund | — | — | — | $69K | 0.3% | |
| College Retirement Equities Fund variable annuities CREF Inflation-Linked Bond R1 | — | — | — | $66K | 0.3% | |
| College Retirement Equities Fund variable annuities DFA US Targeted Val Port Inst | — | — | — | $65K | 0.3% | |
| College Retirement Equities Fund variable annuities American Cent MdCpVa Fd Cla R6 | — | — | — | $60K | 0.3% | |
| College Retirement Equities Fund variable annuities PIMCO Real Return Inst Class | — | — | — | $51K | 0.2% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2035 T4 | — | — | — | $32K | 0.1% | |
| College Retirement Equities Fund variable annuities Vanguard Target Retire 2070 | — | — | — | $32K | 0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2040 T4 | — | — | — | $29K | 0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2050 T4 | — | — | — | $16K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2045 T4 | — | — | — | $11K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2010 T4 | — | — | — | $7K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive 2 | — | — | — | $3K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2030 T4 | — | — | — | $2K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2025 T4 | — | — | — | $2K | <0.1% |
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