Original filing (PDF)20251009095852NAL0011211600002

MORAVIAN ACADEMY

Name: MORAVIAN ACADEMY — MORAVIAN ACADEMY 403(B) DC PLAN, Form 5500 (2024)
Creator: MORAVIAN ACADEMY

Form 5500

FILING_RECEIVED

MORAVIAN ACADEMY 403(B) DC PLAN

403(b) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

223

Accounts w/ balance

423

Plan assets (EOY)

$46.3M

Net assets (EOY)

$46.3M

How this plan invests

This plan

1 pooled trust

Schedule D

60 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Participation health

100

Knocking points off

No recordkeeper disclosed on Schedule C.

Helping the score

Below-peer total fees (12 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORAVIAN ACADEMY.

Plan sponsor

Name

MORAVIAN ACADEMY

EIN

24-0829838

Address

7 E MARKET ST · BETHLEHEM, PA · 180185906

Phone

(610) 332-5284

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

2025-10-09

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

CAMPBELL, RAPPOLD & YURASITS LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
HENDERSON BROTHERS RET PLAN SERV	20-4683855	PITTSBURGH, PA	—	$54K	—

Investments

59 direct securities · 1 pooled fund· $46.3M(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

$45.8M

59 holdings

Pooled Separate Account

$415K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
TIAA Traditional Annuity Non Benefit Responsive	—	—	—	$6.3M	13.6%
Nuveen Lifecycle Index 2035 Rtmt	—	—	—	$4.5M	9.7%
CREF Stock R1	—	—	—	$4.4M	9.6%
Nuveen Lifecycle Index 2030 Rtmt	—	—	—	$3.4M	7.5%
ishares S&P 500 Index Service	—	—	—	$2.5M	5.4%
Nuveen Lifecycle Index 2045 Rtmt	—	—	—	$2.2M	4.8%
Nuveen Lifecycle Index 2040 Rtmt	—	—	—	$2.0M	4.4%
AB Large Cap Growth Fund Z	—	—	—	$1.8M	3.9%
Nuveen Lifecycle Index 2050 Rtmt	—	—	—	$1.7M	3.7%
Nuveen Lifecycle Index 2025 Rtmt	—	—	—	$1.4M	3.0%
Hartford International Opportunities R5	—	—	—	$1.3M	2.8%
TIAA Traditional Annuity Benefit Responsive	—	—	—	$1.2M	2.6%
CREF Equity Index R1	—	—	—	$1.2M	2.5%
CREF Social Choice R1	—	—	—	$1.0M	2.2%
CREF Global Equities R1	—	—	—	$898K	1.9%
Nuveen Lifecycle Index 2055 Rtmt	—	—	—	$884K	1.9%
Delaware Small CapCore Fund Ins	—	—	—	$815K	1.8%
TIAA Stable Value	—	—	—	$741K	1.6%
Columbia Dividend Income Inst3	—	—	—	$716K	1.5%
Nuveen Lifecycle Index 2020 Rtmt	—	—	—	$672K	1.5%
TIAA Access Nuveen Lifecycle 2015 T4	—	—	—	$642K	1.4%
Pioneer Bond Fund Class Y	—	—	—	$611K	1.3%
Vanguard Mid-Cap Index Admiral	—	—	—	$484K	1.0%
CREF Core Bond R1	—	—	—	$456K	1.0%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$415K	0.9%
CREF Inflation-Linked Bond R1	—	—	—	$401K	0.9%
Vanguard Real Estate Index Admiral	—	—	—	$307K	0.7%
PGIM High Yield Z	—	—	—	$280K	0.6%
MFS Mid Cap Value Class R4	—	—	—	$276K	0.6%
TIAA Access Nuveen Int'l Equity T4	—	—	—	$249K	0.5%
JPMorgan Mid Cap Growth I	—	—	—	$239K	0.5%
TIAA Access Nuveen Large-Cap Value T4	—	—	—	$216K	0.5%
Nuveen Lifecycle Index 2015 Rtmt	—	—	—	$169K	0.4%
CREF Money Market R1	—	—	—	$155K	0.3%
Jamus Henderson Developed World Bond N	—	—	—	$136K	0.3%
Lord Abbett Short Duration Inc R5	—	—	—	$131K	0.3%
TIAA Access Nuveen Small Cap Equity T4	—	—	—	$120K	0.3%
TIAA Access Nuveen Lifecycle 2035 T4	—	—	—	$112K	0.2%
TIAA Access Nuveen Real Estate Sectors T4	—	—	—	$105K	0.2%
American Funds New World R4	—	—	—	$99K	0.2%
Nuveen Lifecycle Index 2060 Rtmt	—	—	—	$98K	0.2%
TIAA Access Nuveen Lifecycle 2040 T4	—	—	—	$86K	0.2%
TIAA Access Nuveen Lifecycle 2050 T4	—	—	—	$79K	0.2%
Nuveen Lifecycle Index 2010 Rtmt	—	—	—	$77K	0.2%
TIAA Access Nuveen Mid-Cap Value T4	—	—	—	$75K	0.2%
TIAA Access Nuveen Lifecycle 2020 T4	—	—	—	$72K	0.2%
Notes Receivable from Participants	—	—	—	$71K	0.2%
TIAA Access Nuveen Lifecycle 2030 T4	—	—	—	$63K	0.1%
TIAA Access Nuveen Lifecycle 2010 T4	—	—	—	$60K	0.1%
TIAA Access Nuveen Core Bond Plus T4	—	—	—	$34K	<0.1%
TIAA Access Nuveen Small-Cap Blended Index T4	—	—	—	$30K	<0.1%
TIAA Access Nuveen Mid-Cap Growth T4	—	—	—	$29K	<0.1%
TIAA Access Nuveen Lifecycle 2045 T4	—	—	—	$22K	<0.1%
Nuveen Lifecycle Index 2065 Rtmt	—	—	—	$20K	<0.1%
TIAA Access Nuveen Equity Index T4	—	—	—	$16K	<0.1%
TIAA Access Nuveen Lifecycle 2025 T4	—	—	—	$15K	<0.1%
TIAA Access Nuveen Growth and Income T4	—	—	—	$9K	<0.1%
TIAA Access Nuveen Large-Cap Growth T4	—	—	—	$5K	<0.1%
TIAA Access Nuveen Lifecycle 2060 T4	—	—	—	$4K	<0.1%
TIAA Access Nuveen Large-Cap Equity T4	—	—	—	$4K	<0.1%