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Original filing (PDF)20260317114438NAL0002161505001
CHRISTIAN SCHOOLS INTERNATIONAL
Form 5500
FILING_RECEIVED
CHRISTIAN SCHOOLS INTERNATIONAL 403(B) RETIREMENT SAVINGS PLAN
403(b) retirement plan
Signals · 2
~91 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,645
Accounts w/ balance
1,776
Plan assets (EOY)
$39.5M
Net assets (EOY)
$39.5M
How this plan invests
This plan
1 pooled trust
Schedule D
21 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
- 91 bps in Schedule C fees — 214% 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 CHRISTIAN SCHOOLS INTERNATIONAL.
Plan sponsor
Name
CHRISTIAN SCHOOLS INTERNATIONAL
EIN
38-1565440
Address
99 MONROE AVENUE, NW SUITE 200 · GRAND RAPIDS, MI · 49503
Phone
(800) 635-8288
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA TEACHERS INSURANCE AND ANNUITY | 13-1624203 | NEW YORK, NY | NONE | $177K | — |
| TAG RESOURCES, LLC | — | KNOXVILLE, TN | NONE | $140K | — |
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | CLEVELAND, OH | NONE | $42K | — |
Investments
20 direct securities · 1 pooled fund· $39.2M(99% 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
$37.0M
20 holdings
Pooled Separate Account
$2.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Adm | — | — | — | $6.0M | 15.3% | |
| Vanguard Value Index Adm | — | — | — | $6.0M | 15.3% | |
| iShares MSCI EAFE Intl Idx K | — | — | — | $5.1M | 12.9% | |
| TIAA-CREF Unallocated contracts - TIAA Traditional Annuity Contract | — | — | — | $4.5M | 11.3% | |
| Vanguard Ttl Bd Mkt Idx Adm | — | — | — | $4.4M | 11.2% | |
| iShares Russell Mid Cap Idx K | — | — | — | $3.3M | 8.4% | |
| iShares Rus 2000 Sml Cap Idx K | — | — | — | $2.4M | 6.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.2M | 5.7% | |
| Vanguard 500 Index Adm | — | — | — | $1.9M | 4.9% | |
| Vanguard Emerging Markets | — | — | — | $1.9M | 4.8% | |
| Nuveen Money Market R6 | — | — | — | $269K | 0.7% | |
| Vanguard Mid-Cap Idx Adm | — | — | — | $262K | 0.7% | |
| American EuroPac Growth R6 | — | — | — | $207K | 0.5% | |
| Vanguard Small-Cap Idx Adm | — | — | — | $153K | 0.4% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $153K | 0.4% | |
| Vanguard Equity Income Adm | — | — | — | $141K | 0.4% | |
| TIAA-CREF American Funds Bond R6 | — | — | — | $86K | 0.2% | |
| GuideStone Equity Index Fd Ins | — | — | — | $69K | 0.2% | |
| Participants Participant notes receivable - Bearing interest at rates ranging from 4.25 to 9.50 percent - | — | — | — | $45K | 0.1% | |
| TIAA-CREF Registered investment company - CREF Stock R1 | — | — | — | $12K | <0.1% | |
| Vanguard Infl Protect Sec Adm | — | — | — | $8K | <0.1% |