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Original filing (PDF)20251104143322NAL0006652275001
GEORGE WALTON ACADEMY, INC
Form 5500
FILING_RECEIVED
GEORGE WALTON ACADEMY 403(B) DC PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
175
Accounts w/ balance
212
Plan assets (EOY)
$18.8M
Net assets (EOY)
$18.8M
How this plan invests
This plan
1 pooled trust
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 49 bps in Schedule C fees — 67% 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 GEORGE WALTON ACADEMY, INC.
Plan sponsor
Name
GEORGE WALTON ACADEMY, INC
EIN
58-1077042
Address
1 BULLDOG DR · MONROE, GA · 306553201
Phone
(770) 257-7578
Industry
Educational Servicessee all
Plan administrator
Name
GEORGE WALTON ACADEMY, INC
EIN
58-1077042
City
MONROE, GA
Phone
(770) 257-7578
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-04
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
COSURGE LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-CREF INVESTMENT MANAGEMENT,LLC | 13-3586142 | NEW YORK, NY | NONE | $47K | — |
| TIAA-CREF MUTUAL FUNDS - TEACHERS | 13-1624203 | NEW YORK, NY | NONE | $45K | — |
Investments
12 direct securities · 1 pooled fund· $26.8M(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
$26.2M
12 holdings
Pooled Separate Account
$556K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive Insurance Company General Contract | — | — | — | $4.7M | 24.7% | |
| TIAA Traditional Non Benefit Responsive Insurance Company General Contract | — | — | — | $3.7M | 19.7% | |
| CREF Growth R1 Registered Investment Company | — | — | — | $2.9M | 15.4% | |
| CREF Stock R1 Registered Investment Company | — | — | — | $2.9M | 15.1% | |
| CREF Stock R1 Registered Investment Company | — | — | — | $2.6M | 14.0% | |
| CREF Growth R1 Registered Investment Company | — | — | — | $2.5M | 13.1% | |
| CREF Equity Index R1 Registered Investment Company | — | — | — | $1.5M | 7.9% | |
| TIAA Traditional Benefit Responsive Insurance Company General Contract | — | — | — | $1.3M | 7.0% | |
| CREF Equity Index R1 Registered Investment Company | — | — | — | $1.2M | 6.6% | |
| CREF Global Equities R1 Registered Investment Company | — | — | — | $1.1M | 5.8% | |
| CREF Global Equities R1 Registered Investment Company | — | — | — | $919K | 4.9% | |
| CREF Social Choice R1 Registered Investment Company | — | — | — | $908K | 4.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $556K | 3.0% |
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