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Original filing (PDF)20251007093025NAL0004379089001
TAMPA PREPARATORY SCHOOL, INC.
Form 5500
FILING_RECEIVED
TAMPA PREPARATORY SCHOOL TIAA-CREF RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
108
Accounts w/ balance
197
Plan assets (EOY)
$24.7M
Net assets (EOY)
$24.7M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAMPA PREPARATORY SCHOOL, INC..
Plan sponsor
Name
TAMPA PREPARATORY SCHOOL, INC.
EIN
59-1618607
Address
727 WEST CASS STREET · TAMPA, FL · 33606
Phone
(813) 251-8481
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
2025-10-07
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
RIVERO, GORDIMER & COMPANY, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
28 direct securities · 1 pooled fund· $24.7M(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
$23.4M
28 holdings
Pooled Separate Account
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Variable Annuity Accounts * CREF Stock R1 | — | — | — | $5.8M | 23.7% | |
| TIAA Traditional Non-Fully Benefit-Responsive | — | — | — | $3.6M | 14.5% | |
| CREF Global Equities R1 | — | — | — | $2.9M | 11.8% | |
| CREF Growth R1 | — | — | — | $2.1M | 8.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.4M | 5.5% | |
| CREF Social Choice R1 | — | — | — | $938K | 3.8% | |
| CREF Inflation-Linked Bond R1 | — | — | — | $863K | 3.5% | |
| TIAA Access Lg-Cap Val T4 | — | — | — | $862K | 3.5% | |
| CREF Bond Market R1 | — | — | — | $834K | 3.4% | |
| CREF Equity Index R1 | — | — | — | $725K | 2.9% | |
| TIAA Access Intl Equity T4 | — | — | — | $713K | 2.9% | |
| TIAA Access Lifecycle 2030 T4 | — | — | — | $712K | 2.9% | |
| TIAA Access Mid-Cap Val T4 | — | — | — | $586K | 2.4% | |
| TIAA Access Bond Plus T4 | — | — | — | $494K | 2.0% | |
| TIAA Access Sm-Cap Bl Idx T4 | — | — | — | $372K | 1.5% | |
| CREF Money Market R1 | — | — | — | $310K | 1.3% | |
| TIAA Access Real Est Secs T4 | — | — | — | $212K | 0.9% | |
| TIAA Access Lg-Cap Gr T4 | — | — | — | $197K | 0.8% | |
| TIAA Access Social Ch Eq T4 | — | — | — | $178K | 0.7% | |
| TIAA Access Sm-Cap Equity T4 | — | — | — | $164K | 0.7% | |
| TIAA Access Lifecycle 2045 T4 | — | — | — | $141K | 0.6% | |
| TIAA Access Growth & Income T4 | — | — | — | $121K | 0.5% | |
| TIAA Access Lifecycle 2035 T4 | — | — | — | $119K | 0.5% | |
| TIAA Access Lifecycle 2050 T4 | — | — | — | $114K | 0.5% | |
| Fixed Annuity Contracts * TIAA Traditional Benefit-Responsive | — | — | — | $62K | 0.3% | |
| TIAA Access Equity Index T4 | — | — | — | $56K | 0.2% | |
| TIAA Access Lifecycle 2025 T4 | — | — | — | $48K | 0.2% | |
| TIAA Access Mid-Cap Gr T4 | — | — | — | $36K | 0.1% | |
| TIAA Access Lifecycle 2040 T4 | — | — | — | $7K | <0.1% |
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