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Original filing (PDF)20250605165705NAL0009301219002
WHEATON ACADEMY
Form 5500
FILING_RECEIVED
WHEATON ACADEMY 403(B) DC PLAN
403(b) retirement plan
Active participants
89
Accounts w/ balance
170
Plan assets (EOY)
$10.6M
Net assets (EOY)
$10.6M
How this plan invests
This plan
1 pooled trust
Schedule D
49 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
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHEATON ACADEMY.
Plan sponsor
Name
WHEATON ACADEMY
EIN
36-2388793
Address
900 PRINCE CROSSING RD · WEST CHICAGO, IL · 601855136
Phone
(630) 562-7500
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
2025-06-05
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
CAPIN CROUSE LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK, NY | RECORDKEEPER | $14K | — |
Investments
48 direct securities · 1 pooled fund· $10.6M(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
$10.4M
48 holdings
Pooled Separate Account
$259K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive | — | — | — | $1.9M | 18.1% | |
| CREF Growth 3350.94 units | — | — | — | $1.7M | 16.2% | |
| CREF Stock 1547.33 units | — | — | — | $1.4M | 13.0% | |
| CREF Global Equities 3213.56 units | — | — | — | $1.1M | 10.3% | |
| CREF Equity Index 1462.53 units | — | — | — | $738K | 6.9% | |
| TIAA Nuveen LfCycle Ix 2035 R6 15371.79 units | — | — | — | $412K | 3.9% | |
| TIAA Access Nuv LifCyc 2050 T4 4332.88 units | — | — | — | $320K | 3.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $259K | 2.4% | |
| Vanguard 500 Idx Adm 420.48 shares | — | — | — | $228K | 2.1% | |
| CREF Core Bond 1720.12 units | — | — | — | $226K | 2.1% | |
| CREF Money Market 5765.70 units | — | — | — | $168K | 1.6% | |
| TIAA Access Nuv LifCyc 2055 T4 1834.84 units | — | — | — | $137K | 1.3% | |
| Harbor Capital Appreciation Rt 1192.73 shares | — | — | — | $136K | 1.3% | |
| TIAA Nuveen LfCycle Ix 2040 R6 4416.97 units | — | — | — | $129K | 1.2% | |
| TIAA Access Nuv LifCyc 2045 T4 1564.08 units | — | — | — | $115K | 1.1% | |
| CREF Social Choice 313.58 units | — | — | — | $113K | 1.1% | |
| TIAA Access Nuv Intl Equity T4 2691.85 units | — | — | — | $100K | 0.9% | |
| TIAA Access Nuv LifCyc 2040 T4 1306.43 units | — | — | — | $95K | 0.9% | |
| TIAA Nuveen LfCycle Ix 2025 R6 4327.08 units | — | — | — | $92K | 0.9% | |
| Vanguard Extended Mkt Idx Adm 582.50 shares | — | — | — | $84K | 0.8% | |
| TIAA Nuveen LfCycle Ix 2045 R6 2609.44 units | — | — | — | $81K | 0.8% | |
| TIAA Nuveen LfCycle Ix 2055 R6 2937.88 units | — | — | — | $75K | 0.7% | |
| Vanguard Ttl Intl Stk Idx Adm 2286.80 shares | — | — | — | $72K | 0.7% | |
| American Funds American EuroPac Growth R6 1222.68 shares | — | — | — | $66K | 0.6% | |
| TIAA Nuveen LfCycle Ix 2050 R6 1977.18 units | — | — | — | $62K | 0.6% | |
| TIAA Access Nuv LifCyc 2035 T4 913.91 units | — | — | — | $62K | 0.6% | |
| TIAA Nuveen LfCycle Ix 2030 R6 2464.25 units | — | — | — | $60K | 0.6% | |
| TIAA Access Nuv RlEstSecSel T4 1125.67 units | — | — | — | $58K | 0.5% | |
| TIAA Traditional Benefit Responsive | — | — | — | $56K | 0.5% | |
| TIAA Access Nuv LifCyc 2025 T4 926.78 units | — | — | — | $56K | 0.5% | |
| TIAA Access Nuv Mid Cap Val T4 715.56 units | — | — | — | $53K | 0.5% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 657.07 units | — | — | — | $52K | 0.5% | |
| PIMCO RAE US Institutional Sh 3964.64 shares | — | — | — | $52K | 0.5% | |
| TIAA Nuveen LfCycle Ix 2060 R6 2304.39 units | — | — | — | $46K | 0.4% | |
| Baird Aggregate Bond Inst 4582.78 shares | — | — | — | $44K | 0.4% | |
| CREF Inflation-Linked Bond 531.36 units | — | — | — | $44K | 0.4% | |
| TIAA Access Nuv Lrg Cap Val T4 564.14 units | — | — | — | $42K | 0.4% | |
| TIAA Access Nuv Lrg Cap Gr T4 155.59 units | — | — | — | $28K | 0.3% | |
| TIAA Access Nuv LifCyc 2060 T4 520.87 units | — | — | — | $28K | 0.3% | |
| TIAA Access Nuv LifCyc 2020 T4 383.13 units | — | — | — | $22K | 0.2% | |
| Vanguard Federal Money Market Inv 21737.70 shares | — | — | — | $22K | 0.2% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 240.93 units | — | — | — | $21K | 0.2% | |
| TIAA Access Nuv LifCyc 2030 T4 310.76 units | — | — | — | $20K | 0.2% | |
| Vanguard Total Bond Market Idx Adm 1645.84 shares | — | — | — | $16K | 0.1% | |
| TIAA Nuveen LfCycle Ix 2020 R6 527.04 units | — | — | — | $10K | <0.1% | |
| TIAA Access Nuv LifCyc 2010 T4 145.68 units | — | — | — | $8K | <0.1% | |
| TIAA Access Nuv Core Equity T4 41.96 units | — | — | — | $6K | <0.1% | |
| TIAA Access Nuv LgCp Res Eq T4 49.30 units | — | — | — | $6K | <0.1% | |
| TIAA Access Nuv Mid Cap Grw T4 62.33 units | — | — | — | $5K | <0.1% |
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