Original filing (PDF)20251014151239NAL0001564883001

TENNESSEE ASSOCIATION OF INDEPENDENT SCHOOLS

Name: TENNESSEE ASSOCIATION OF INDEPENDENT SCHOOLS — TENNESSEE ASSOCIATION OF INDEPENDENT SCHOOLS MULTIPLE EMPLOYER PLAN, Form 5500 (2024)
Creator: TENNESSEE ASSOCIATION OF INDEPENDENT SCHOOLS

Form 5500

FILING_RECEIVED

TENNESSEE ASSOCIATION OF INDEPENDENT SCHOOLS MULTIPLE EMPLOYER PLAN

403(b) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

894

Accounts w/ balance

1,275

Plan assets (EOY)

$98.4M

Net assets (EOY)

$98.4M

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)

/ 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

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TENNESSEE ASSOCIATION OF INDEPENDENT SCHOOLS.

Plan sponsor

Name

TENNESSEE ASSOCIATION OF INDEPENDENT SCHOOLS

EIN

31-1772278

Address

1740 RIDGEWAY ROAD · MEMPHIS, TN · 38119

Phone

(901) 507-2473

Industry

Educational Servicessee all

Plan administrator

Name

PENTEGRA SERVICES, INC.

EIN

13-3745616

City

WHITE PLAINS, NY

Phone

(844) 367-2848

Plan characteristics

Plan number

333

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

CBIZ CPAS P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA - TEACHERS INSURANCE & ANNUITY	13-1624203	NEW YORK, NY	INVESTMENT ADVISOR	$57K	—
DUNCAN WILLIAMS ASSET MANAGEMENT	47-3030907	MEMPHIS, TN	INVESTMENT ADVISOR	$52K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
TN ASSOC OF INDEPENDENT SCHOOLS	31-1772278	MEMPHIS, TN	PLAN ADMINISTRATOR	$37K	—
PENTEGRA SERVICES, INC.

Investments

1 pooled fund· $1.6M(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.

Investment	Type	Current value	% of plan
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	$1.6M	1.7%

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