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Original filing (PDF)20260220124717NAL0010785232001
MOUNT VERNON PRESBYTERIAN SCHOOL INC.
Form 5500
FILING_RECEIVED
MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN
403(b) retirement plan
Signals · 1
Late filing · 3.1 mo
Active participants
523
Accounts w/ balance
427
Plan assets (EOY)
$22.1M
Net assets (EOY)
$22.1M
How this plan invests
This plan
1 pooled trust
Schedule D
61 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
88
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Filed 3.1 months past the 10.5-month grace window.
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOUNT VERNON PRESBYTERIAN SCHOOL INC..
Plan sponsor
Name
MOUNT VERNON PRESBYTERIAN SCHOOL INC.
EIN
58-2054415
Address
510 MT. VERNON HIGHWAY, N.E. · ATLANTA, GA · 303284141
Phone
(404) 250-5875
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
2026-02-20
Pension benefit codes
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | RECORDKEEPER | $43K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST CITIZENS BANK AND TRUST CO | 56-0223230 | — | INVESTMENT ADVISORY | $45K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEW PINNACLE CONSULTING GROUP LLC | 26-1233837 | — | OHTER SERVICES | $0 | — |
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
60 direct securities · 1 pooled fund· $22.1M(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
$21.9M
60 holdings
Pooled Separate Account
$193K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund | — | — | — | $3.1M | 14.0% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $2.7M | 12.1% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $2.3M | 10.4% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $2.1M | 9.5% | |
| Vanguard 500 Index Fund | — | — | — | $2.0M | 9.0% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $1.5M | 6.7% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $1.1M | 5.0% | |
| CREF Growth R1 | — | — | — | $954K | 4.3% | |
| CREF Equity Index R1 | — | — | — | $646K | 2.9% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $611K | 2.8% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $504K | 2.3% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $452K | 2.0% | |
| Vanguard Small-Cap Index Fund | — | — | — | $416K | 1.9% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $338K | 1.5% | |
| CREF Stock R1 | — | — | — | $326K | 1.5% | |
| Vanguard Growth Index Fund | — | — | — | $279K | 1.3% | |
| Vanguard Developed Markets Index Fund | — | — | — | $276K | 1.2% | |
| Federated Hermes Government Obligations Fund | — | — | — | $259K | 1.2% | |
| TIAA Traditional Annuity Contract (NFBR) | — | — | — | $248K | 1.1% | |
| CREF Global Equities R1 | — | — | — | $232K | 1.0% | |
| CREF Money Market R1 | — | — | — | $205K | 0.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $193K | 0.9% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $152K | 0.7% | |
| TIAA Traditional Annuity Contract (FBR) | — | — | — | $131K | 0.6% | |
| Vanguard RE Index Adm Fund | — | — | — | $119K | 0.5% | |
| Vanguard Short-Term Bond Index Fund ** 600 Vanguard High-Yield Corporate Fund | — | — | — | $96K | 0.4% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $84K | 0.4% | |
| CREF Core Bond R1 | — | — | — | $79K | 0.4% | |
| Vanguard Emerging Markets Stock Index | — | — | — | $77K | 0.3% | |
| Vanguard Inflation-Protected Securities Fund | — | — | — | $61K | 0.3% | |
| TIAA Access Lifecycle 2045 T4 | — | — | — | $49K | 0.2% | |
| Participant loans Interest rates range from 4.25% to 9.50%, | — | — | — | $48K | 0.2% | |
| Vanguard Target Retirement Income Fund | — | — | — | $47K | 0.2% | |
| TIAA Access Lifecycle 2040 T4 | — | — | — | $43K | 0.2% | |
| CREF Social Choice R1 | — | — | — | $42K | 0.2% | |
| Vanguard Value Index Adm Fund | — | — | — | $38K | 0.2% | |
| TIAA Access Growth & Income T4 | — | — | — | $34K | 0.2% | |
| TIAA Access Lifecycle 2035 T4 | — | — | — | $34K | 0.2% | |
| DFA International Real Estate Securities | — | — | — | $33K | 0.1% | |
| TIAA Access Lg-Cap Gr T4 | — | — | — | $32K | 0.1% | |
| Vanguard MidCp Grth Idx Adm Fd | — | — | — | $26K | 0.1% | |
| TIAA Access Lifecycle 2050 T4 | — | — | — | $25K | 0.1% | |
| TIAA Access Lg-Cap Val T4 | — | — | — | $25K | 0.1% | |
| TIAA Access Lifecycle 2030 T4 | — | — | — | $23K | 0.1% | |
| TIAA Access Intl Equity T4 | — | — | — | $21K | <0.1% | |
| CREF Inflation-Linked Bond R1 | — | — | — | $21K | <0.1% | |
| TIAA Access Mid-Cap Val T4 | — | — | — | $19K | <0.1% | |
| TIAA Access Sm-Cap Bl Idx T4 | — | — | — | $16K | <0.1% | |
| TIAA Access Quant Sml Cp Eq T4 | — | — | — | $14K | <0.1% | |
| TIAA Access Mid-Cap Gr T4 | — | — | — | $11K | <0.1% | |
| TIAA Access Real Est Secs T4 | — | — | — | $11K | <0.1% | |
| TIAA Access Social Ch Eq T4 | — | — | — | $9K | <0.1% | |
| Vanguard FTSE All-World Ex-US Small-Cap Index Fund | — | — | — | $9K | <0.1% | |
| TIAA Access Core Bond T4 | — | — | — | $5K | <0.1% | |
| Vanguard MidCap Val Idx Adm Fd | — | — | — | $5K | <0.1% | |
| TIAA Access Lifecycle 2025 T4 | — | — | — | $4K | <0.1% | |
| TIAA Access Lfcyle Trmt Inc T4 | — | — | — | $3K | <0.1% | |
| TIAA Access Lifecycle 2020 T4 | — | — | — | $2K | <0.1% | |
| TIAA Access Equity Index T4 | — | — | — | $2K | <0.1% | |
| Vanguard LifeStrategy Growth Inv Fd | — | — | — | $1K | <0.1% | |
| Vanguard LifeStrategy Mod Gr Inv Fd | — | — | — | $1K | <0.1% |