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Original filing (PDF)20250625152654NAL0004660355001
BAYLOR SCHOOL DC PLAN
Form 5500
FILING_RECEIVED
BAYLOR SCHOOL DC PLAN
403(b) retirement plan
Signals · 2
Late filing · 1.3 moNo recordkeeper disclosed
Active participants
296
Accounts w/ balance
572
Plan assets (EOY)
$71.5M
Net assets (EOY)
$71.5M
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)
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
95
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 1.3 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (11 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAYLOR SCHOOL DC PLAN.
Plan sponsor
Name
BAYLOR SCHOOL DC PLAN
EIN
62-0126365
Address
171 BAYLOR SCHOOL · CHATTANOOGA, TN · 374050000
Phone
(423) 267-8505
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-06-25
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ELLIOTT DAVIS, LLC/PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LCG ASSOCIATES | 75-1680350 | ATLANTA, GA | — | $40K | — |
| TIAA | 13-1624203 | NEW YORK, NY | — | $20K | — |
| ELLIOTT DAVIS, LLC | 57-0381582 | GREENVILLE, SC | — | $18K | — |
Investments
1 pooled fund· $2.0M(3% 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 | $2.0M | 2.8% |
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