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Original filing (PDF)20251008145928NAL0003373267001
THE PRAIRIE SCHOOL
Form 5500
FILING_RECEIVED
PRAIRIE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
121
Accounts w/ balance
277
Plan assets (EOY)
$32.4M
Net assets (EOY)
$32.4M
How this plan invests
This plan
1 pooled trust
Schedule D
44 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 THE PRAIRIE SCHOOL.
Plan sponsor
Name
THE PRAIRIE SCHOOL
EIN
39-6074931
Address
4050 LIGHTHOUSE DRIVE · RACINE, WI · 534023114
Phone
(262) 752-2500
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
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2L · 403(b)(1) annuity
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
VRAKAS ADVISORS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAP FINANCIAL PARTNERS, LLC | 26-0058143 | RALEIGH, NC | ADVISOR | $16K | — |
| VRAKAS ADVISORS | 83-1819454 | KENOSHA, WI | ADVISOR | $9K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES, INC | 13-3745616 | WHITE PLAINS, NY | PLAN ADMINSTRATOR TPA | $17K | — |
Investments
43 direct securities · 1 pooled fund· $32.4M(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
$25.1M
42 holdings
Mutual Funds
$6.1M
1 holding
Pooled Separate Account
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * CREF Stock Fund | Mutual Funds | — | — | $6.1M | 18.9% | |
| TIAA Traditional Non Benefit Responsive | — | — | — | $5.9M | 18.1% | |
| Vanguard 500 Index Fund | — | — | — | $2.7M | 8.2% | |
| CREF Growth Fund | — | — | — | $2.6M | 8.2% | |
| Vanguard Total International Stock Index Fund | — | — | — | $2.4M | 7.5% | |
| CREF Global Equities Fund | — | — | — | $1.9M | 5.8% | |
| Vanguard Small-Cap Index Fund | — | — | — | $1.6M | 4.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.2M | 3.8% | |
| Fixed annuity contracts * TIAA Traditional Benefit Responsive | — | — | — | $1.2M | 3.6% | |
| TIAA Traditional Benefit Responsive 2 | — | — | — | $782K | 2.4% | |
| CREF Social Choice Fund | — | — | — | $760K | 2.3% | |
| CREF Equity Index Fund | — | — | — | $681K | 2.1% | |
| TIAA Traditional Non Benefit Responsive 2 | — | — | — | $586K | 1.8% | |
| CREF Core Bond Fund | — | — | — | $419K | 1.3% | |
| TIAA Access Lifecycle 2035 Fund | — | — | — | $327K | 1.0% | |
| TIAA Access International Equity Fund | — | — | — | $327K | 1.0% | |
| TIAA Access Lifecycle 2040 Fund | — | — | — | $288K | 0.9% | |
| TIAA Access Lifecycle 2050 Fund | — | — | — | $277K | 0.9% | |
| Vanguard Inflation Protected Securities Fund | — | — | — | $248K | 0.8% | |
| TIAA Access Mid-Cap Value Fund | — | — | — | $232K | 0.7% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $229K | 0.7% | |
| TIAA Access Large-Cap Value Fund | — | — | — | $220K | 0.7% | |
| CREF Inflation-Linked Bond Fund | — | — | — | $197K | 0.6% | |
| TIAA Access Small-Cap Equity Fund | — | — | — | $191K | 0.6% | |
| TIAA Access Lifecycle 2045 Fund | — | — | — | $178K | 0.5% | |
| CREF Money Market Fund | — | — | — | $169K | 0.5% | |
| TIAA Access Real Estate Securities Fund | — | — | — | $103K | 0.3% | |
| TIAA Access Lifecycle 2030 Fund | — | — | — | $100K | 0.3% | |
| TIAA Access Lifecycle 2025 Fund | — | — | — | $92K | 0.3% | |
| TIAA Access Lifecycle 2060 Fund | — | — | — | $82K | 0.3% | |
| TIAA Access Large-Cap Growth Fund | — | — | — | $70K | 0.2% | |
| TIAA Access Large-Cap Responsible Equity Fund | — | — | — | $58K | 0.2% | |
| TIAA Access Mid-Cap Growth Fund | — | — | — | $49K | 0.2% | |
| TIAA Access Small-Cap Blend Index Fund | — | — | — | $46K | 0.1% | |
| Participants Notes receivable from participants - repayment schedules through June 2029 with interest ranging from 4.25% to 9.50% - | — | — | — | $43K | 0.1% | |
| TIAA Access Core Bond Plus Fund | — | — | — | $14K | <0.1% | |
| TIAA Access Equity Index Fund | — | — | — | $12K | <0.1% | |
| Nuveen Money Market Fund | — | — | — | $11K | <0.1% | |
| TIAA Access Lifecycle 2055 Fund | — | — | — | $9K | <0.1% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $7K | <0.1% | |
| JPMorgan Large-Cap Growth Fund | — | — | — | $5K | <0.1% | |
| TIAA Access Core Equity Fund | — | — | — | $3K | <0.1% | |
| MFS Mid-Cap Value Fund | — | — | — | $1K | <0.1% | |
| MFS Mid-Cap Growth Fund | — | — | — | $1K | <0.1% |
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