How big is Thomas Jefferson Classical Academy's plan?

Thomas Jefferson Classical Academy's plan reported $10.0M in assets and 164 participants for 2023.

Original filing (PDF)20250430151008NAL0002021777001

Thomas Jefferson Classical Academy

Name: Thomas Jefferson Classical Academy — Thomas Jefferso, Form 5500 (2023)
Creator: Thomas Jefferson Classical Academy
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Thomas Jefferson Classical Academy 401(k) Plan

401(k) retirement plan · Thomas Jefferson Classical Academy's Thomas Jefferson Classical Academy 401(k) Plan held $10.0M in plan assets for 164 participants in 2023, with John Hancock as recordkeeper.

Signals · 1

No ERISA fidelity bond

Active participants

164

Accounts w/ balance

204

Plan assets (EOY)

$10.0M

Net assets (EOY)

$10.0M

Plan identifiers

Thomas Jefferson Classical Academy's EIN is 56-2123336.

EIN 56-2123336

Plan number 002

Plan year 2023

ACK ID 20250430151008NAL0002021777001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Thomas Jefferson Classical Academy from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Thomas Jefferson Classical Academy's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THOMAS JEFFERSON CLASSICAL ACADEMY.

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How this plan invests

This plan

47 pooled trusts

Schedule D

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

No ERISA fidelity bond reported.

Plan sponsor

Name

THOMAS JEFFERSON CLASSICAL ACADEMY

EIN

all filings

Address

2527 US-221A HWY · MOORESBORO, NC · 28114

Phone

(828) 657-9998

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK LIFE INSURANCE COMPANY	01-0233346	—	RECORDKEEPER	$2K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
EDWARD D. JONES & CO., L.P.	43-0345811	—	NONE	$25K	—
WILSHIRE ASSOCIATES INC.

Investments

1 direct security · 47 pooled funds· $10.0M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$9.8M

47 holdings

Bonds / Notes

$170K

1 holding

					% of plan
AMERICAN FUNDS 2040 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$2.3M	22.7%
AMERICAN FUNDS 2035 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$1.7M	16.5%
AMERICAN FUNDS 2050 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$1.5M	15.1%
AMERICAN FUNDS 2030 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$1.1M	11.0%
AMERICAN FUNDS 2045 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$990K	9.9%
AMERICAN FUNDS 2055 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$964K	9.7%
AMERICAN FUNDS 2060 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$492K	4.9%
AMERICAN FUNDS 2025 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$385K	3.9%
Participant loans Interest Rate 4.25%-9.50% with various maturites through June 2029 -	Bonds / Notes	—	—	$170K	1.7%
BLUE CHIP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$84K	0.8%
AMERICAN FUNDS 2065 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$83K	0.8%
AMERICAN FUNDS 2010 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$82K	0.8%
NUVEEN LARGE-CAP GROWTH INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$48K	0.5%
FIDELITY MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$26K	0.3%
500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$25K	0.2%
AF AMERICAN BALANCED FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$18K	0.2%
VANGUARD EXPLORER FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$16K	0.2%
VANGUARD VALUE INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$15K	0.2%
VANGUARD TOTAL INTL BOND INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$10K	0.1%
AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$7K	<0.1%
FIDELITY INTERNATIONAL INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$6K	<0.1%
MONEY MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$5K	<0.1%
TEMPLETON WORLD JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$4K	<0.1%
VANGUARD TOTAL BOND MARKET IDX JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$4K	<0.1%
WASHINGTON MUTUAL INVESTORS JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$4K	<0.1%
LORD ABBETT SHORT DURATION INC JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$3K	<0.1%
VANGUARD LT TREASURY INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$2K	<0.1%
VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$2K	<0.1%
VANGUARD INTERM-TERM BOND IDX JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$2K	<0.1%
VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$2K	<0.1%
DFA U.S. SMALL CAP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$2K	<0.1%
DFA US LARGE COMPANY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$1K	<0.1%
DFA GLOBAL EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$1K	<0.1%
VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$1K	<0.1%
LORD ABBETT HIGH YIELD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$1K	<0.1%
BLACKROCK INFL PROTECTED BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$1K	<0.1%
JPMORGAN GLOBAL BOND OPPS JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$778	<0.1%
VANGUARD STRATEGIC EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$493	<0.1%
WISDOMTREE MIDCAP DIVIDEND ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$448	<0.1%
JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$445	<0.1%
VANGUARD MID-CAP VALUE ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$444	<0.1%
FIDELITY REAL ESTATE INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$357	<0.1%
LORD ABBETT BOND DEBENTURE JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$318	<0.1%
PGIM TOTAL RETURN BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$311	<0.1%
PIMCO REAL RETURN JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$309	<0.1%
PGIM GLOBAL TOTAL RETURN FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$308	<0.1%
ISHARES MSCI EAFE GROWTH ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$240	<0.1%
WESTERN ASSET CORE BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$212	<0.1%