Original filing (PDF)20260220141311NAL0010872864001

Grand Rapids Christian Schools

Name: Grand Rapids Christian Schools — Grand Rapids, Form 5500 (2024)
Creator: Grand Rapids Christian Schools
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Grand Rapids Christian Schools 403(b) Tax Sheltered Annuity Plan

403(b) retirement plan · Grand Rapids Christian Schools' Grand Rapids Christian Schools 403(b) Tax Sheltered Annuity Plan held $10.0M in plan assets for 184 participants in 2024, with Penserv as recordkeeper.

Active participants

184

Accounts w/ balance

213

Plan assets (EOY)

$10.0M

Net assets (EOY)

$10.0M

How this plan invests

This plan

83 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GRAND RAPIDS CHRISTIAN SCHOOLS.

Plan sponsor

Name

GRAND RAPIDS CHRISTIAN SCHOOLS

EIN

38-1880873all filings

Address

2400 PLYMOUTH SE · GRAND RAPIDS, MI · 49506

Phone

(616) 574-6000

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-02-20

Pension benefit codes

2E · Profit-sharing

2L · 403(b)(1) annuity

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

DOEREN MAYHEW ASSURANCE

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PENSERV	20-1916735	—	RECORDKEEPER	$29K	—

Investments

83 direct securities· $9.8M(98% of reported assets)

Mutual Funds

$7.4M

43 holdings

Other securities

$1.7M

32 holdings

Common Collective Trusts

$553K

6 holdings

U.S. Treasuries

$74K

1 holding

Real Estate

$7K

1 holding

					% of plan
VANGUARD 2030 MUTUAL FUND	Mutual Funds	—	—	$722K	7.2%
VANGUARD 2035 MUTUAL FUND	Mutual Funds	—	—	$704K	7.1%
VANGUARD 2045 MUTUAL FUND	Mutual Funds	—	—	$613K	6.1%
VANGUARD 2055 MUTUAL FUND	Mutual Funds	—	—	$543K	5.4%
VANGUARD 500 INDEX ADMIRAL MUTUAL FUND	Common Collective Trusts	—	—	$542K	5.4%
VANGUARD GROWTH INDEX ADMIRAL MUTUAL FUND	Mutual Funds	—	—	$508K	5.1%
PUTNAM LARGE CAP VALUE MUTUAL FUND	Mutual Funds	—	—	$507K	5.1%
VANGUARD 2040 MUTUAL FUND	Mutual Funds	—	—	$466K	4.7%
VANGUARD 2050 MUTUAL FUND	Mutual Funds	—	—	$420K	4.2%
AMERICAN FUND EURO MUTUAL FUND	Other securities	—	—	$375K	3.8%
COLUMBIA MID CAP INDEX MUTUAL FUND	Other securities	—	—	$372K	3.7%
VANGUARD 2025 MUTUAL FUND	Mutual Funds	—	—	$371K	3.7%
DFA LARGE CAP MUTUAL FUND	Mutual Funds	—	—	$353K	3.5%
VANGUARD SMALL CAP INDEX ADM MUTUAL FUND	Mutual Funds	—	—	$335K	3.4%
AMERICAN FUNDS AMERICAN BAL MUTUAL FUND	Mutual Funds	—	—	$230K	2.3%
VANGUARD 2060 MUTUAL FUND	Mutual Funds	—	—	$221K	2.2%
HARTFORD CORE EQUITY MUTUAL FUND	Other securities	—	—	$200K	2.0%
BAIRD SHORT TEM BOND MUTUAL FUND	Other securities	—	—	$164K	1.6%
DODGE AND COX INCOME MUTUAL FUND	Mutual Funds	—	—	$163K	1.6%
VANGUARD 2065 MUTUAL FUND	Mutual Funds	—	—	$160K	1.6%
T ROWE PRICE GROWTH STOCK MUTUAL FUND	Mutual Funds	—	—	$142K	1.4%
VANGUARD 2020 MUTUAL FUND	Mutual Funds	—	—	$137K	1.4%
VANGUARD TREASURY MM MUTUAL FUND	Mutual Funds	—	—	$126K	1.3%
COLUMBIA DIVIDEND INCOME MUTUAL FUND	Other securities	—	—	$125K	1.3%
BAIRD AGGREGATE BOND MUTUAL FUND	Other securities	—	—	$120K	1.2%
VANGUARD TOTAL BOND MARKET MUTUAL FUND	Mutual Funds	—	—	$113K	1.1%
PIMCO IMCOME FUND MUTUAL FUNDQ	Mutual Funds	—	—	$110K	1.1%
VANGUARD HIGH DIVIDEND YIELD I MUTUAL FUND	Mutual Funds	—	—	$104K	1.0%
LORD ABBETT BOND MUTUAL FUND	U.S. Treasuries	—	—	$74K	0.7%
FEDERATED kAUFMANN SMALL CAP MUTUAL FUND	Other securities	—	—	$73K	0.7%
COHEN STEERS REAL ESTATE MUTUAL FUND	Other securities	—	—	$70K	0.7%
INVESCO GLOBAL R MUTUAL FUND	Mutual Funds	—	—	$54K	0.5%
JP MORGAN MID CAP GROWTH MUTUAL FUND	Other securities	—	—	$41K	0.4%
DFA INTERNATIONAL SMALL CO MUTUAL FUND	Mutual Funds	—	—	$37K	0.4%
Macquarie Small Cap MUTUAL FUND	Other securities	—	—	$37K	0.4%
PUTNAM GLOBAL TECH MUTUAL FUND	Mutual Funds	—	—	$36K	0.4%
AMERICAN FUNDS HI INC MUTUAL FUND	Mutual Funds	—	—	$33K	0.3%
JP MORGAN LARGE CAP GROWTH MUTUAL FUND	Other securities	—	—	$33K	0.3%
CARILLON EAGLE MID CAP MUTUAL FUND	Other securities	—	—	$32K	0.3%
MFS MID CAP VALUE MUTUAL FUND	Mutual Funds	—	—	$31K	0.3%
INVESCO GLOBAL MUTUAL FUND	Mutual Funds	—	—	$25K	0.3%
AMERICAN CENTURY ULTRA MUTUAL FUND	Other securities	—	—	$21K	0.2%
INVESCO FLOATING RATE MUTUAL FUND	Mutual Funds	—	—	$19K	0.2%
VANGUARD WINDSOR II MUTUAL FUND	Mutual Funds	—	—	$16K	0.2%
T ROWE PRICE BLUE CHIP MUTUAL FUND	Mutual Funds	—	—	$16K	0.2%
AMERICAN FUNDS MM MUTUAL FUND	Mutual Funds	—	—	$16K	0.2%
American Funds 2055 MUTUAL FUND	Mutual Funds	—	—	$15K	0.1%
AMERICAN FUNDS WASHINGTON MUTU MUTUAL FUND	Mutual Funds	—	—	$13K	0.1%
BLACKROCK HEALTH SCIENCES MUTUAL FUND	Other securities	—	—	$12K	0.1%
CLEARBRIDGE INTERNATIONAL GROW MUTUAL FUND	Other securities	—	—	$11K	0.1%