Back to filter
Original filing (PDF)20260206111548NAL0006259025001
JACKSON CHRISTIAN SCHOOL
Form 5500
FILING_RECEIVED
JACKSON CHRISTIAN SCHOOL 403(B) DC PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
232
Accounts w/ balance
256
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
How this plan invests
This plan
67 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 JACKSON CHRISTIAN SCHOOL.
Plan sponsor
Name
JACKSON CHRISTIAN SCHOOL
EIN
62-0985812
Address
832 COUNTRY CLUB LANE · JACKSON, TN · 38305
Phone
(731) 668-8055
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-02-06
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
ATA, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
52 direct securities· $7.5M(100% of reported assets)
Uncategorized
$6.4M
50 holdings
Mutual Funds
$650K
1 holding
Guaranteed Income / GIC
$428K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Voya Fixed Plus Account III | — | — | — | $675K | 9.8% | |
| Vanguard Target Retire 2040 | Mutual Funds | — | — | $650K | 9.4% | |
| X Voya Vangrd Trgt Retire 2045 Fd | — | — | — | $543K | 7.9% | |
| X Voya Vangrd Trgt Retire 2030 Fd | — | — | — | $473K | 6.9% | |
| TIAA-CREF CREF Growth | — | — | — | $439K | 6.4% | |
| s * TIAA-CREF TIAA Traditional Non Benefit Responsive | Guaranteed Income / GIC | — | — | $428K | 6.2% | |
| Vanguard Target Retire 2035 | — | — | — | $427K | 6.2% | |
| Nuveen Large Cap Growth | — | — | — | $338K | 4.9% | |
| X Voya Vangrd Wellesley Inc Fnd Adm | — | — | — | $274K | 4.0% | |
| Vanguard Wellesley Income | — | — | — | $274K | 4.0% | |
| Vanguard Target Retire 2055 | — | — | — | $273K | 4.0% | |
| Vanguard 500 Index | — | — | — | $265K | 3.8% | |
| X Voya Vangrd Trgt Retire 2025 Fd | — | — | — | $229K | 3.3% | |
| Vanguard Target Retire 2060 | — | — | — | $219K | 3.2% | |
| Vanguard Mid-Cap Index | — | — | — | $203K | 2.9% | |
| Vanguard Target Retire 2050 | — | — | — | $173K | 2.5% | |
| TIAA-CREF CREF Social Choice | — | — | — | $167K | 2.4% | |
| Vanguard Small-Cap Index | — | — | — | $167K | 2.4% | |
| X Voya Vangrd Trgt Retire 2020 Fd | — | — | — | $162K | 2.3% | |
| American Funds AF Washington Mutual | — | — | — | $152K | 2.2% | |
| X Voya Amer Fnds Wash Mutual Inv R6 | — | — | — | $152K | 2.2% | |
| American Funds AF AMCAP | — | — | — | $74K | 1.1% | |
| X Voya Vangrd Dev Mkts Index Fd Adm | — | — | — | $61K | 0.9% | |
| Vanguard Developing Markets Index | — | — | — | $61K | 0.9% | |
| X Voya DFA Infl-Prot Sec Port Ins | — | — | — | $57K | 0.8% | |
| TIAA-CREF CREF Global Equities | — | — | — | $53K | 0.8% | |
| X Voya Amer Fnds Cap Inc Builder R6 | — | — | — | $47K | 0.7% | |
| American Funds AF Capital Income Builder | — | — | — | $47K | 0.7% | |
| Vanguard Interm-Tm Bond Index | — | — | — | $42K | 0.6% | |
| X Voya Vangrd Int-Trm Bd Indx Fd Adm | — | — | — | $42K | 0.6% | |
| TIAA-CREF CREF Stock | — | — | — | $41K | 0.6% | |
| TIAA-CREF CREF Core Bond | — | — | — | $40K | 0.6% | |
| TIAA-CREF CREF Money Market | — | — | — | $31K | 0.4% | |
| DFA US Large Company Portfolio | — | — | — | $27K | 0.4% | |
| X Voya Vangrd Mid-Cap Growth Fund Inv | — | — | — | $23K | 0.3% | |
| Nuveen Real Estate Securities | — | — | — | $23K | 0.3% | |
| X Voya Nuveen Real Estate Sec Sel R6 | — | — | — | $21K | 0.3% | |
| Vanguard Mid-Cap Growth | — | — | — | $21K | 0.3% | |
| Carillon Eagle Small Cap Growth | — | — | — | $18K | 0.3% | |
| X Voya Nuveen MdCp Value Fnd R6 | — | — | — | $14K | 0.2% | |
| TIAA-CREF TIAA Real Estate | — | — | — | $14K | 0.2% | |
| DFA Emerging Markets | — | — | — | $12K | 0.2% | |
| X Voya Vangrd Trgt Retire Inc Fd | — | — | — | $11K | 0.2% | |
| Vanguard Target Retire | — | — | — | $11K | 0.2% | |
| DFA US Small Cap | — | — | — | $10K | 0.1% | |
| X Voya Vangrd Trgt Retire 2070 Fd | — | — | — | $10K | 0.1% | |
| TIAA-CREF CREF Inflation-Linked Bond | — | — | — | $7K | 0.1% | |
| Nuveen Large Cap Res | — | — | — | $5K | <0.1% | |
| TIAA-CREF CREF Equity Index | — | — | — | $5K | <0.1% | |
| X TIAA Access Nuv RlEstSecSel T4 | — | — | — | $4K | <0.1% | |
| PGIM High Yield | — | — | — | $4K | <0.1% | |
| Invesco Diversified Dividend | — | — | — | $3K | <0.1% |
Related plans
Similar-size Educational Services plans
UNIVERSITY OF MARYLAND FOUNDATION, INC.
UNIVERSITY OF MARYLAND FOUNDATION, INC. 401(A) DC PLAN
$6.9M · 25 participants
VERMONT -NATIONAL EDUCATION ASSOCIATION, INC.
VERMONT - NEA 401(K) RETIREMENT PLAN
$6.9M · 43 participants
THE COVE SCHOOL, INC.
THE COVE SCHOOL RETIREMENT PLAN
$6.9M · 152 participants
CHEWONKI FOUNDATION, INC.
CHEWONKI FOUNDATION, INC. 403(B) PLAN
$6.9M · 110 participants
HORIZON RESEARCH, INC
HORIZON RESEARCH, INC. RETIREMENT PLAN
$6.9M · 17 participants
THE BARRIE SCHOOL
THE BARRIE SCHOOL RETIREMENT PLAN
$6.9M · 120 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B