Original filing (PDF)20250514143639NAL0012855955001

UNITED PARENTS, INC.

Name: UNITED PARENTS, INC. — DEERFIELD-WINDSOR SCHOOL 403(B) RETIREMENT PLAN, Form 5500 (2023)
Creator: UNITED PARENTS, INC.

Form 5500

FILING_RECEIVED

DEERFIELD-WINDSOR SCHOOL 403(B) RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

114

Plan assets (EOY)

$11.0M

Net assets (EOY)

$11.0M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED PARENTS, INC..

Plan sponsor

Name

UNITED PARENTS, INC.

DBA

DEERFIELD-WINDSOR SCHOOL

EIN

58-6043206

Address

2500 NOTTINGHAM WAY · ALBANY, GA · 31707

Phone

(229) 435-1301

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-08-01

Tax period

2024-07-31

Filed

2025-05-14

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2K · 401(m) arrangement

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

DRAFFIN & TUCKER LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA TEACHERS INS AND ANNUITY ASSOC	—	NEW YORK, NY	RECORDKEEPER	$18K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CANNON FINANCIAL STRATEGISTS INC	—	ATHENS, GA	CONSULTANT	$20K	—

Accountant / Auditor

Name	EIN	Location

Investments

1 pooled fund· $224K(2% 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.

Investment	Type	Current value	% of plan
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	$224K	2.0%

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