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Original filing (PDF)20250918172415NAL0001664465001
WICHITA COLLEGIATE SCHOOL
Form 5500
FILING_RECEIVED
WICHITA COLLEGIATE SCHOOL 403(B) DC PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
231
Accounts w/ balance
344
Plan assets (EOY)
$21.5M
Net assets (EOY)
$21.5M
How this plan invests
This plan
1 pooled trust
Schedule D
48 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly 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 WICHITA COLLEGIATE SCHOOL.
Plan sponsor
Name
WICHITA COLLEGIATE SCHOOL
EIN
48-6091046
Address
9115 E. 13TH STREET · WICHITA, KS · 67206
Phone
(316) 771-2212
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
2025-09-18
Pension benefit codes
2L · 403(b)(1) annuity
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
COULTER & JUSTUS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TWO WEST CAPITAL ADVISORS | 27-3055170 | LAWRENCE, KS | NONE | $30K | — |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 25-1879568 | PITTSBURG, PA | NONE | $18K | — |
| TIAA-TEACHERS INSURANCE AND | 13-1624203 | NEW YORK, NY | NONE | $12K | — |
| PENTEGRA SERVICES, INC. | 13-3745616 | WHITE PLAINS, NY | NONE | $12K | — |
| COULTER & JUSTUS | 62-1532536 | KNOXVILLE, TN | NONE | $7K | — |
Investments
47 direct securities · 1 pooled fund· $21.4M(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
$21.3M
47 holdings
Pooled Separate Account
$158K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive (1) | — | — | — | $3.1M | 14.5% | |
| TIAA Traditional Benefit Responsive 2 (1) | — | — | — | $3.0M | 14.1% | |
| State Street State Street Equity 500 Indx K (1) | — | — | — | $2.4M | 11.1% | |
| CREF Stock R1 (1) | — | — | — | $2.3M | 10.7% | |
| TIAA-CREF Nuveen Internatl Eq Idx (1) | — | — | — | $2.1M | 10.0% | |
| CREF Growth R1 (1) | — | — | — | $797K | 3.7% | |
| CREF Global Equities R1 (1) | — | — | — | $759K | 3.5% | |
| DFA LTIP Port Institutional (1) | — | — | — | $726K | 3.4% | |
| CREF Equity Index R1 (1) | — | — | — | $710K | 3.3% | |
| State Street State Street Sm Md Cp Eq Idx K (1) | — | — | — | $591K | 2.8% | |
| Schwab S&P 500 Index Fund (1) | — | — | — | $585K | 2.7% | |
| TIAA Traditional Benefit Responsive (1) | — | — | — | $512K | 2.4% | |
| CREF Money Market R1 (1) | — | — | — | $483K | 2.3% | |
| Vanguard Real Estate Idx Adm (1) 599 Vanguard Ttl Intl Bnd Idx Adm (1) | — | — | — | $405K | 1.9% | |
| TIAA Access Nuv Lrg Cap Gr T4 (1) | — | — | — | $385K | 1.8% | |
| TIAA Access Nuv Equity Idx T4 (1) | — | — | — | $341K | 1.6% | |
| CREF Inflation-Linked Bond R1 (1) | — | — | — | $285K | 1.3% | |
| TIAA Access Nuv Lrg Cap Val T4 (1) | — | — | — | $252K | 1.2% | |
| State Street State Street Aggrgte Bnd Idx K (1) | — | — | — | $240K | 1.1% | |
| TIAA Access Nuv Mid Cap Grw T4 (1) | — | — | — | $199K | 0.9% | |
| Vanguard Growth Index Adm (1) | — | — | — | $190K | 0.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $158K | 0.7% | |
| CREF Core Bond R1 (1) | — | — | — | $138K | 0.6% | |
| Vanguard Federal Money Mkt Inv (1) | — | — | — | $138K | 0.6% | |
| CREF Social Choice R1 (1) | — | — | — | $119K | 0.6% | |
| TIAA Traditional Non Benefit Responsive 2 (1) | — | — | — | $100K | 0.5% | |
| TIAA Access Nuv Pl Bd T4 (1) | — | — | — | $65K | 0.3% | |
| Participants note receivable Loans bearing interest at rates ranging from 4.25% - 9.5%, to be repaid through 2034 - | — | — | — | $51K | 0.2% | |
| TIAA Access Nuv Lifcyc 2020 T4 (1) | — | — | — | $41K | 0.2% | |
| TIAA Access Nuv Core Equity T4 (1) | — | — | — | $31K | 0.1% | |
| TIAA Access Nuv Lifcyc 2010 T4 (1) 34 *TIAA TIAA Access Nuv Lifcyc 2015 T4 (1) | — | — | — | $18K | <0.1% | |
| TIAA Access Nuv Lifcyc 2030 T4 (1) | — | — | — | $17K | <0.1% | |
| Vanguard Ttl Intl Stk Idx Adm (1) | — | — | — | $16K | <0.1% | |
| TIAA Access Nuv Intl Equity T4 (1) | — | — | — | $15K | <0.1% | |
| Vanguard Value Index Adm (1) | — | — | — | $14K | <0.1% | |
| TIAA Access Nuv Lifcyc 2035 T4 (1) | — | — | — | $12K | <0.1% | |
| Vanguard Extended Mkt Idx Adm (1) 686 Vanguard Small-Cap Idx Adm (1) | — | — | — | $11K | <0.1% | |
| TIAA Access Nuv Mid Cap Val T4 (1) | — | — | — | $9K | <0.1% | |
| TIAA Access Nuv Rlestsecsel T4 (1) | — | — | — | $9K | <0.1% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 (1) | — | — | — | $9K | <0.1% | |
| TIAA Access Nuv Lifcyc 2045 T4 (1) | — | — | — | $8K | <0.1% | |
| TIAA Access Nuv Lgcp Res Eq T4 (1) | — | — | — | $6K | <0.1% | |
| TIAA Access Nuv Qt Sm Cp Bl Ix T4 (1) | — | — | — | $5K | <0.1% | |
| TIAA Access Nuv Lifcyc 2055 T4 (1) | — | — | — | $5K | <0.1% | |
| Vanguard Small-Cap Grw Idx Adm (1) | — | — | — | $4K | <0.1% | |
| Vanguard Small-Cap Val Idx Adm (1) | — | — | — | $3K | <0.1% | |
| TIAA Access Nuv Lifcyc 2060 T4 (1) | — | — | — | $1K | <0.1% | |
| Vanguard Emr Mkts Stk Idx Adm (1) | — | — | — | $1K | <0.1% |