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Original filing (PDF)20250912081921NAL0001143681001
LESLIE SHANKMAN SCHOOL CORPORATION
Form 5500
FILING_RECEIVED
LESLIE SHANKMAN SCHOOL CORPORATION 403(B) PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
161
Accounts w/ balance
305
Plan assets (EOY)
$13.7M
Net assets (EOY)
$13.7M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 61 bps in Schedule C fees — 110% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LESLIE SHANKMAN SCHOOL CORPORATION.
Plan sponsor
Name
LESLIE SHANKMAN SCHOOL CORPORATION
EIN
36-3900221
Address
6254 SOUTH ELLIS AVENUE · CHICAGO, IL · 60637
Phone
(773) 420-2883
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
2025-09-12
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-TEACHERS INSURANCE AND ANNUITY | 13-1624203 | NEW YORK, NY | CONTRACT ADMINISTRATOR | $51K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | SAN RAFAEL, CA | CONSULTING | $32K | — |
Investments
22 direct securities· $13.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Ret 2040 Fund | — | — | — | $2.4M | 17.2% | |
| Vanguard Target Ret 2030 Fund | — | — | — | $1.6M | 11.7% | |
| Vanguard Target Ret 2045 Fund | — | — | — | $1.6M | 11.3% | |
| Vanguard Target Ret Income Fd | — | — | — | $1.5M | 11.1% | |
| Vanguard Target Ret 2050 Fund | — | — | — | $1.2M | 8.6% | |
| Vanguard Target Ret 2035 Fund | — | — | — | $969K | 7.1% | |
| Nuveen Large Cap Gr Idx Rtmt | — | — | — | $814K | 5.9% | |
| Vanguard Target Ret 2055 Fund | — | — | — | $698K | 5.1% | |
| Vanguard Equity Income Fund | — | — | — | $623K | 4.6% | |
| Vanguard Target Ret 2025 Fund | — | — | — | $507K | 3.7% | |
| TIAA STABLE VALUE | — | — | — | $384K | 2.8% | |
| Vanguard Developed Mkts Index | — | — | — | $381K | 2.8% | |
| Vanguard Target Ret 2020 Fund | — | — | — | $302K | 2.2% | |
| Vanguard Target Ret 2060 Fun | — | — | — | $180K | 1.3% | |
| JP Morgan Undiscovered Mgrs Behav Val R6 | — | — | — | $134K | 1.0% | |
| Vanguard Small-Cap Growth Fd | — | — | — | $102K | 0.7% | |
| Vanguard Selected Value Fund | — | — | — | $96K | 0.7% | |
| PGIM Total Return Bond R6 | — | — | — | $90K | 0.7% | |
| Baird Mid Cap Fund | — | — | — | $67K | 0.5% | |
| Cohen & Steers Cohen & Steers Real Est Sec Z | — | — | — | $57K | 0.4% | |
| PGIM High Yield Z | — | — | — | $50K | 0.4% | |
| Vanguard Target Ret 2065 Fund | — | — | — | $24K | 0.2% |