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Original filing (PDF)20250708091841NAL0002135459001
WOODWARD ACADEMY, INC.
Form 5500
FILING_RECEIVED
WOODWARD ACADEMY RETIREMENT PLAN
403(b) retirement plan
Active participants
628
Accounts w/ balance
896
Plan assets (EOY)
$133.9M
Net assets (EOY)
$133.9M
How this plan invests
This plan
1 pooled trust
Schedule D
45 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
100
Knocking points off
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOODWARD ACADEMY, INC..
Plan sponsor
Name
WOODWARD ACADEMY, INC.
EIN
58-0625584
Address
1662 RUGBY AVENUE · COLLEGE PARK, GA · 30337
Phone
(404) 765-4000
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-08
Pension benefit codes
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $86K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | ADVISOR | $35K | — |
| CAP FINANCIAL PARTNERS, LLC | 26-0058143 | — | ADVISOR | $30K | — |
| ALSTON & BIRD, LLP | 58-0137615 | — | ADVISOR | $10K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH & HOWARD, PC | 58-1250486 | — | AUDITOR | $15K | — |
Investments
44 direct securities · 1 pooled fund· $133.9M(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
$132.1M
44 holdings
Pooled Separate Account
$1.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF CREF Stock R2 | — | — | — | $17.8M | 13.3% | |
| Responsive * TIAA-CREF TIAA Traditional Non-Benefit | — | — | — | $16.3M | 12.2% | |
| TIAA-CREF CREF Growth R2 | — | — | — | $7.2M | 5.4% | |
| American funds American Fds 2040 Tar Ret R6 | — | — | — | $7.2M | 5.4% | |
| American funds American Fds 2045 Tar Ret R6 | — | — | — | $6.4M | 4.7% | |
| American funds American Fds 2035 Tar Ret R6 | — | — | — | $6.2M | 4.6% | |
| TIAA-CREF CREF Global Equities R2 | — | — | — | $6.1M | 4.6% | |
| Vanguard Windsor II Inv | — | — | — | $5.5M | 4.1% | |
| Nuveen Equity Index R6 JL | — | — | — | $4.9M | 3.7% | |
| American funds American Fds 2030 Tar Ret R6 | — | — | — | $4.6M | 3.5% | |
| American funds American Fds 2025 Tar Ret R6 | — | — | — | $4.5M | 3.4% | |
| TIAA-CREF CREF Equity Index R2 | — | — | — | $4.1M | 3.1% | |
| Nuveen International -EQ IDX R6 JI | — | — | — | $3.9M | 2.9% | |
| American funds American Fds 2050 Tar Ret R6 | — | — | — | $3.1M | 2.3% | |
| TIAA-CREF TIAA Stable Value Benefit | — | — | — | $2.8M | 2.1% | |
| Nuveen Core Bond R6 JU | — | — | — | $2.4M | 1.8% | |
| T Rowe TRowe Price U.S. Eq Research I | — | — | — | $2.2M | 1.7% | |
| Vanguard Mid-Cap Idx Adm | — | — | — | $1.9M | 1.4% | |
| American funds American Fds 2020 Tar Ret R6 | — | — | — | $1.8M | 1.4% | |
| JP Morgan JP Morgan Large Cap Growth R6 | — | — | — | $1.8M | 1.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.8M | 1.3% | |
| Victory Sycamore Estab Val R6 | — | — | — | $1.7M | 1.3% | |
| Vanguard Emr Mkts Stk Idx Adm | — | — | — | $1.7M | 1.3% | |
| Lord Abbett Lord Abbett Short Duratn Ic R6 | — | — | — | $1.6M | 1.2% | |
| TIAA-CREF CREF Social Choice R2 | — | — | — | $1.5M | 1.2% | |
| American funds American Fds 2055 Tar Ret R6 | — | — | — | $1.4M | 1.0% | |
| TIAA-CREF CREF Bond Market R2 | — | — | — | $1.3M | 1.0% | |
| Nuveen Small Cap Bld Idx R6 JR | — | — | — | $1.2M | 0.9% | |
| Nuveen Real Est Sec Sel R6 JT | — | — | — | $1.1M | 0.8% | |
| T Rowe T Rowe Price Overseas Stock I | — | — | — | $1.1M | 0.8% | |
| American funds American Fd New Perspective R6 | — | — | — | $990K | 0.7% | |
| American funds American Fds 2010 Tar Ret R6 | — | — | — | $984K | 0.7% | |
| American funds American Fds 2015 Tar Ret R6 | — | — | — | $968K | 0.7% | |
| Schwab Treas Infl Prot Sec Idx | — | — | — | $909K | 0.7% | |
| TIAA-CREF CREF Inflation-Linked Bond R2 | — | — | — | $873K | 0.7% | |
| TIAA-CREF CREF Money Market R2 | — | — | — | $832K | 0.6% | |
| MFS New Discovery Value Fd R6 | — | — | — | $681K | 0.5% | |
| Blackrock Hgh Yld Bd Portf K | — | — | — | $620K | 0.5% | |
| Delaware Ivy Mid Cap Growth R6 | — | — | — | $372K | 0.3% | |
| American funds American Fds 2060 Tar Ret R6 | — | — | — | $349K | 0.3% | |
| Blackrock Adv Small Cap Core K | — | — | — | $323K | 0.2% | |
| Principal Small Cap Grwth I R6 | — | — | — | $315K | 0.2% | |
| TIAA-CREF Nuveen Money Market R6 JW | — | — | — | $305K | 0.2% | |
| TIAA-CREF TIAA Traditional Benefit Responsive | — | — | — | $178K | 0.1% | |
| American funds American Funds 2065 Tar Ret R6 | — | — | — | $129K | <0.1% |