How big is King's Ridge Christian School's plan?

King's Ridge Christian School's plan reported $10.7M in assets and 172 participants for 2024.

Original filing (PDF)20251015104231NAL0008788562001

King's Ridge Christian School

Name: King's Ridge Christian School — King's Ridge, Form 5500 (2024)
Creator: King's Ridge Christian School
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

King's Ridge Christian School 403(b) Plan

403(b) retirement plan · King's Ridge Christian School's King's Ridge Christian School 403(b) Plan held $10.7M in plan assets for 172 participants in 2024, with Principal as recordkeeper.

Signals · 1

Late participant contributions

Active participants

172

Accounts w/ balance

279

Plan assets (EOY)

$10.7M

Net assets (EOY)

$10.7M

People on this filing

Tommy Horst signed King's Ridge Christian School's 2024 Form 5500 as plan administrator.

Tommy Horst — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

King's Ridge Christian School's EIN is 58-2600863.

EIN 58-2600863

Plan number 001

Plan year 2024

ACK ID 20251015104231NAL0008788562001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for King's Ridge Christian School from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

King's Ridge Christian School's plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KING'S RIDGE CHRISTIAN SCHOOL.

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How this plan invests

This plan

1 pooled trust

Schedule D

53 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Delinquent participant contributions reported (Schedule H 4a) — 14K (1% of contributions).
Total administrative cost in the bottom quartile of peers (18th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

KING'S RIDGE CHRISTIAN SCHOOL

EIN

all filings

Address

2765 BETHANY BEND · ALPHARETTA, GA · 30004

Phone

(770) 754-5738

Industry

Educational Services

Plan administrator

Name

TOMMY HORST

EIN

81-2035355

City

KNOXVILLE, TN

Phone

(865) 966-1225

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE CO	42-0127290	—	CONTRACT ADMINISTRATOR	$55K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
ERISA SERVICES INC	62-1200951	—	CONTACT ADMINISTRATOR	$3K	—

Investments

53 direct securities · 1 pooled fund· $11.5M(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.

Mutual Funds

$5.3M

24 holdings

Other securities

$3.6M

22 holdings

Common Collective Trusts

$2.0M

4 holdings

Pooled Separate Account

$310K

1 holding

Common Stocks

$135K

1 holding

Pooled Separate Accounts

$51K

1 holding

Bonds / Notes

$34K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$3.9M Fidelity$2.1M T. Rowe Price$1.8M Principal$541K MFS$500K PIMCO$425K Voya$163K Invesco$23K Dimensional / DFA$7K

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					% of plan
Registered investment companies T. Rowe Price Funds T. Row Prc All-Cp Opps I Fund	Other securities	—	—	$1.4M	12.9%
Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$1.1M	10.4%
Total unallocated contracts	Other securities	—	—	$585K	5.5%
Vanguard Group Vanguard Tgt Rmt 2040 Inv Fund	Mutual Funds	—	—	$579K	5.4%
Vanguard Group Vanguard Tgt Rmt 2045 Inv Fund	Mutual Funds	—	—	$571K	5.4%
Unallocated contracts * Principal Fixed Income Guaranteed - FBR	Other securities	—	—	$541K	5.1%
Vanguard Group Vanguard Tgt Rmt 2035 Inv Fund	Mutual Funds	—	—	$525K	4.9%
MFS Investment Management MFS Value R6 Fund	Mutual Funds	—	—	$500K	4.7%
Fidelity Investments Fidelity US Bond Index Fund	Common Collective Trusts	—	—	$480K	4.5%
Vanguard Group Vanguard Tgt Rmt 2030 Inv Fund	Mutual Funds	—	—	$477K	4.5%
Vanguard Group Vanguard Tgt Rmt 2050 Inv Fund	Mutual Funds	—	—	$459K	4.3%
Vanguard Group Vanguard Tgt Rmt 2055 Inv Fund	Mutual Funds	—	—	$406K	3.8%
Fidelity Investments Fidelity Extended Mkt Idx Fd	Common Collective Trusts	—	—	$370K	3.5%
MFS Investment Management MFS Mid Cap Value R6 Fund	Mutual Funds	—	—	$334K	3.1%
Registered investment companies Vanguard Group Vanguard Tgt Rmt 2020 Inv Fund	Mutual Funds	—	—	$320K	3.0%
PIMCO Funds PIMCO RAE US Sml Instl Fd	Mutual Funds	—	—	$317K	3.0%
VARIABLE ANNUITY ACCOUNT C VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$310K	2.9%
T. Rowe Price Funds T. Rowe Price Overseas Stk I	Other securities	—	—	$309K	2.9%
Vanguard Group Vanguard Tgt Rmt 2025 Inv Fund	Mutual Funds	—	—	$287K	2.7%
Baird Core Plus Bond I Fund	Other securities	—	—	$191K	1.8%
Delaware Investments Macquarie Emerging Markets R6	Other securities	—	—	$175K	1.6%
Parnassus Core Equity I Fund	Other securities	—	—	$146K	1.4%
Vanguard Group Vanguard Tgt Rmt 2060 Inv Fund	Mutual Funds	—	—	$141K	1.3%
Eagle Financial Services, Inc. Carillon Eagle MidCaGwth R6 Fund	Common Stocks	—	—	$135K	1.3%
Alliance Bernstein AB Small Cap Grwth Port Z Fd	Other securities	—	—	$131K	1.2%
PIMCO Funds PIMCO Income Institutional Fd	Mutual Funds	—	—	$108K	1.0%
Vanguard Group Vanguard Tgt Rmt Inc Inv Fund	Mutual Funds	—	—	$75K	0.7%
Vanguard Group Vanguard Tgt Rmt 2065 Inv Fund	Mutual Funds	—	—	$73K	0.7%
s * Voya T. Rowe Price Growth Equity Port I	Pooled Separate Accounts	—	—	$51K	0.5%
Voya Fidelity VIP Contrafund Port I	Mutual Funds	—	—	$48K	0.5%
Voya Fidelity VIP Growth Port I	Mutual Funds	—	—	$38K	0.4%
Voya Fixed Plus Account II - NFBR	Other securities	—	—	$37K	0.3%
Fidelity Investments Fidelity Total Int Idx Fund	Common Collective Trusts	—	—	$35K	0.3%
Notes receivable from participant - 8.75% to 9.50%	Bonds / Notes	—	—	$34K	0.3%
Voya Growth and Income Port I	Other securities	—	—	$25K	0.2%
Voya Midcap Opportunities Port I	Other securities	—	—	$24K	0.2%
Voya T. Rowe Price Divr Mdcp Gr Pt I	Other securities	—	—	$23K	0.2%
Voya AmCen Sm-Md Cp Val Port Srv	Other securities	—	—	$20K	0.2%
Voya Wells Fargo Spec Sm Cp Val Fd A	Other securities	—	—	$16K	0.2%
Voya Oppenheimer Global Port I	Mutual Funds	—	—	$11K	0.1%
Voya Global Bond Port I	Other securities	—	—	$9K	<0.1%
Voya Balanced Income Port Ins	Other securities	—	—	$8K	<0.1%
Voya Columbia Contrarian Core Pt Srv	Other securities	—	—	$8K	<0.1%
Voya Large Cap Value Port Inst	Other securities	—	—	$7K	<0.1%
Voya Invesco V.I. American Franchise Fd I	Mutual Funds	—	—	$7K	<0.1%
Dimensional Fund Advisors DFA Global Real Estate Sc I Fd	Mutual Funds	—	—	$7K	<0.1%
Voya Intermediate Bond Port I	Other securities	—	—	$5K	<0.1%
VALIC Short-Term Fixed Account - FBR	Other securities	—	—	$5K	<0.1%
Voya Fidelity VIP Overseas Port I	Mutual Funds	—	—	$4K	<0.1%
Voya Invesco V.I. Core Equity Fund Si	Mutual Funds	—	—	$4K	<0.1%

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