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Original filing (PDF)20251002074059NAL0000125011001
DEPAUL COLLEGE PREP
Form 5500
FILING_RECEIVED
DEPAUL COLLEGE PREP 403(B) DC PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
114
Accounts w/ balance
181
Plan assets (EOY)
$5.9M
Net assets (EOY)
$5.9M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEPAUL COLLEGE PREP.
Plan sponsor
Name
DEPAUL COLLEGE PREP
EIN
46-3492520
Address
3333 N ROCKWELL ST · CHICAGO, IL · 606185932
Phone
(773) 539-3600
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
010
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2L · 403(b)(1) annuity
2E · Profit-sharing
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
OSTROW REISIN BERK & ABRAMS LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
32 direct securities · 1 pooled fund· $5.6M(94% 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
$5.4M
32 holdings
Pooled Separate Account
$150K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity - Benefit Responsive | — | — | — | $883K | 14.9% | |
| CREF Stock Account Class | — | — | — | $588K | 9.9% | |
| CREF Growth | — | — | — | $579K | 9.8% | |
| CREF Equity Index Account | — | — | — | $359K | 6.0% | |
| TIAA Lifecycle 2035 Fund | — | — | — | $333K | 5.6% | |
| TIAA Lifecycle 2025 Fund | — | — | — | $329K | 5.6% | |
| TIAA Lifecycle 2055 Fund | — | — | — | $308K | 5.2% | |
| TIAA Traditional Annuity - Non Benefit Responsive | — | — | — | $298K | 5.0% | |
| TIAA Lifecycle 2040 Fund | — | — | — | $239K | 4.0% | |
| CREF Global Equities | — | — | — | $231K | 3.9% | |
| CREF Money Market Account Class | — | — | — | $153K | 2.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $150K | 2.5% | |
| TIAA Lifecycle 2060 Fund | — | — | — | $133K | 2.2% | |
| CREF Social Choice | — | — | — | $132K | 2.2% | |
| TIAA Lifecycle 2020 Fund | — | — | — | $129K | 2.2% | |
| TIAA Lifecycle 2015 Fund | — | — | — | $125K | 2.1% | |
| TIAA Lifecycle 2045 Fund | — | — | — | $109K | 1.8% | |
| TIAA International Equity Fund | — | — | — | $84K | 1.4% | |
| CREF Core Bond Account Class | — | — | — | $74K | 1.2% | |
| TIAA Large Cap Value Fund | — | — | — | $53K | 0.9% | |
| CREF Inflation-Linked Bond | — | — | — | $51K | 0.9% | |
| TIAA Lifecycle 2030 Fund | — | — | — | $51K | 0.9% | |
| TIAA Quant Small Cap Equity Fund | — | — | — | $44K | 0.7% | |
| TIAA Large Cap Growth Fund | — | — | — | $36K | 0.6% | |
| TIAA Mid Cap Value Fund | — | — | — | $32K | 0.5% | |
| TIAA Real Estate Securities Fund | — | — | — | $22K | 0.4% | |
| TIAA Social Choice Equity Fund | — | — | — | $21K | 0.4% | |
| TIAA Small Cap Blend Index Fund | — | — | — | $16K | 0.3% | |
| TIAA Mid Cap Growth Fund | — | — | — | $11K | 0.2% | |
| TIAA Equity Index Fund | — | — | — | $8K | 0.1% | |
| TIAA Core Plus Bond Fund | — | — | — | $7K | 0.1% | |
| TIAA Core Equity | — | — | — | $6K | <0.1% | |
| Notes receivable from participants Interest rates ranging from 8.75% to 9.50% | — | — | — | $5K | <0.1% |
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