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Original filing (PDF)20231016081139NAL0024328451001
CHRIST SCHOOL, INC.
Form 5500
FILING_RECEIVED
CHRIST SCHOOL 403(B) DC PLAN
403(b) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHRIST SCHOOL, INC..
Plan sponsor
Name
CHRIST SCHOOL, INC.
EIN
56-0615187
Address
500 CHRIST SCHOOL ROAD · ARDEN, NC · 287048405
Phone
(828) 684-6232
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-07-01
Tax period
2022-12-01
Filed
2023-10-16
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | 43-1451524 | — | INVESTMENT ADVISOR & TPA | $8K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHERRY BEKAERT LLP | 56-0574444 | — | AUDITOR | $13K | — |
Investments
1 pooled fund· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $0 | — |
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