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Original filing (PDF)20251008081046NAL0003113875001
VERITAS CLASSICAL CHRISTIAN SCHOOL
Form 5500
FILING_RECEIVED
VERITAS CLASSICAL CHRISTIAN SCHOOL 401K PLAN
401(k) retirement plan
Active participants
95
Accounts w/ balance
141
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERITAS CLASSICAL CHRISTIAN SCHOOL.
Plan sponsor
Name
VERITAS CLASSICAL CHRISTIAN SCHOOL
EIN
55-0770184
Address
3400 BROOK ROAD · RICHMOND, VA · 23227
Phone
(804) 272-9517
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
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
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
KOSITZKA, WICKS AND COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $510 | — |
Investments
19 direct securities· $4.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $708K | 16.7% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $536K | 12.6% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $521K | 12.3% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $433K | 10.2% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $336K | 7.9% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $317K | 7.5% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $313K | 7.4% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $278K | 6.6% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $206K | 4.8% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $144K | 3.4% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $115K | 2.7% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $90K | 2.1% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $80K | 1.9% | |
| Vanguard FTSE Social Index Adm Vanguard 0 | — | — | — | $60K | 1.4% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 23 Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $38K | 0.9% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $36K | 0.8% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $20K | 0.5% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $14K | 0.3% | |
| Vanguard Interm-Term Treasury Adm Vanguard 0 362 Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $4K | <0.1% |
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