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Original filing (PDF)20260310093757NAL0004039906001
CURREY INGRAM ACADEMY
Form 5500
FILING_RECEIVED
CURREY INGRAM ACADEMY RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
246
Accounts w/ balance
274
Plan assets (EOY)
$13.8M
Net assets (EOY)
$13.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
56 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CURREY INGRAM ACADEMY.
Plan sponsor
Name
CURREY INGRAM ACADEMY
EIN
62-1296326
Address
6544 MURRAY LANE · BRENTWOOD, TN · 37027
Phone
(615) 507-3181
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-08-01
Tax period
2025-07-31
Filed
2026-03-10
Pension benefit codes
2G · Total participant-directed accounts
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVMT. ADV. | 82-1364595 | — | NONE | $39K | — |
| AMERICAN UNITED LIFE INSURANCE COMP | 35-0145825 | — | NONE | $480 | — |
Investments
55 direct securities · 2 pooled funds· $22.4M(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
$13.7M
55 holdings
Pooled Separate Account
$8.7M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO. · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $8.6M | 62.2% | |
| American United Life Insurance Company Nuveen Lifecycle Idx 2035R | — | — | — | $2.3M | 16.9% | |
| American United Life Insurance Company Nuveen Lifecycle Idx 2045R | — | — | — | $1.1M | 8.3% | |
| TIAA CREF Stock R1 | — | — | — | $849K | 6.1% | |
| American United Life Insurance Company Nuveen Lifecycle Idx 2040R | — | — | — | $837K | 6.1% | |
| TIAA CREF Growth R1 | — | — | — | $816K | 5.9% | |
| TIAA CREF Equity Index R1 | — | — | — | $773K | 5.6% | |
| American United Life Insurance Company State Street Equty 500 Idx Adm | — | — | — | $735K | 5.3% | |
| American United Life Insurance Company Nuveen Lifecycle Idx 2055R | — | — | — | $659K | 4.8% | |
| American United Life Insurance Company Nuveen Lifecycle Idx 2050R | — | — | — | $550K | 4.0% | |
| TIAA CREF TIAA Traditional Benefit Responsive | — | — | — | $540K | 3.9% | |
| TIAA CREF TIAA Traditional Non Benefit Responsive | — | — | — | $522K | 3.8% | |
| American United Life Insurance Company Nuveen Lifecycle Idx 2020R | — | — | — | $336K | 2.4% | |
| American United Life Insurance Company Nuveen Lifecycle Idx 2030R | — | — | — | $310K | 2.2% | |
| TIAA CREF Global Equities R1 | — | — | — | $272K | 2.0% | |
| TIAA CREF TIAA Access Nuv Lifecycle 2040 T4 | — | — | — | $218K | 1.6% | |
| American United Life Insurance Company Invesco Opp Intl Growth Y | — | — | — | $209K | 1.5% | |
| American United Life Insurance Company Nuveen Lifecycle Idx 2025R | — | — | — | $191K | 1.4% | |
| American United Life Insurance Company Nuveen Large Cap Value Idx Retire | — | — | — | $188K | 1.4% | |
| American United Life Insurance Company TRowePrice Grth Stock Adv | — | — | — | $187K | 1.4% | |
| TIAA CREF Money Market R1 | — | — | — | $180K | 1.3% | |
| American United Life Insurance Company Columbia Midcap Indx A | — | — | — | $176K | 1.3% | |
| American United Life Insurance Company Nuveen Lifecycle Idx 2060R | — | — | — | $174K | 1.3% | |
| TIAA CREF TIAA Access Nuv Lifecycle 2030 T4 | — | — | — | $152K | 1.1% | |
| TIAA CREF Core Bond R1 | — | — | — | $143K | 1.0% | |
| American United Life Insurance Company Columbia Smcap Indx A | — | — | — | $133K | 1.0% | |
| American United Life Insurance Company Nuveen Lifecycle Idx 2065R | — | — | — | $129K | 0.9% | |
| TIAA CREF TIAA Access Nuv Lifecycle 2050 T4 | — | — | — | $97K | 0.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $87K | 0.6% | |
| American United Life Insurance Company Prudential High-Yield Z | — | — | — | $82K | 0.6% | |
| TIAA CREF Social Choice R1 | — | — | — | $78K | 0.6% | |
| American United Life Insurance Company Prudential Total Return Bond Z | — | — | — | $71K | 0.5% | |
| TIAA CREF Inflation-Linked Bond R1 | — | — | — | $68K | 0.5% | |
| American United Life Insurance Company AUL Stable Value Account | — | — | — | $65K | 0.5% | |
| TIAA CREF TIAA Access Nuv Infl-Lnkd Bond T4 28 * TIAA CREF TIAA Access Nuv Intl Equity T4 | — | — | — | $59K | 0.4% | |
| American United Life Insurance Company Nuveen Intl Equity Index Retire | — | — | — | $47K | 0.3% | |
| TIAA CREF TIAA Access Nuv Lifecycle 2020 T4 | — | — | — | $47K | 0.3% | |
| American United Life Insurance Company Vicory Sycam Small Co Op A 34 * American United Life Insurance Company Vanguard Vif Small CompGrth Ins | — | — | — | $36K | 0.3% | |
| American United Life Insurance Company Templeton Global Bond A | — | — | — | $34K | 0.2% | |
| TIAA CREF TIAA Access Nuv Lifecycle 2025 T4 | — | — | — | $34K | 0.2% | |
| TIAA CREF TIAA Access Nuv Mid-Cap Val T4 | — | — | — | $27K | 0.2% | |
| TIAA CREF TIAA Access Nuv Lifecycle 2035 T4 | — | — | — | $27K | 0.2% | |
| TIAA CREF TIAA Access Nuv Lg-Cap Val T4 | — | — | — | $24K | 0.2% | |
| TIAA CREF TIAA Access Nuv Lg-Cap Gr T4 | — | — | — | $16K | 0.1% | |
| TIAA CREF TIAA Access Nuv Qt Sml-Cap Equity T4 | — | — | — | $16K | 0.1% | |
| TIAA CREF TIAA Access Nuv Money Market T4 | — | — | — | $15K | 0.1% | |
| TIAA CREF TIAA Access Nuv Core Equity T4 | — | — | — | $13K | <0.1% | |
| TIAA CREF TIAA Access Nuv Lifecycle 2045 T4 | — | — | — | $12K | <0.1% | |
| TIAA CREF TIAA Access Nuv Real Est Secs T4 | — | — | — | $12K | <0.1% | |
| American United Life Insurance Company Nuveen Lifecycle Idx 2015R | — | — | — | $11K | <0.1% | |
| TIAA CREF TIAA Access Nuv Qnt Mid-Cap Gr T4 | — | — | — | $9K | <0.1% | |
| TIAA CREF TIAA Access Nuv Lg Cp Res Eq T4 | — | — | — | $5K | <0.1% | |
| TIAA CREF TIAA Access Nuv Sm-Cap Bl Idx T4 | — | — | — | $5K | <0.1% | |
| American United Life Insurance Company Prudential Jenn Midcap Grth Z | — | — | — | $5K | <0.1% | |
| American United Life Insurance Company Amercent Midcap Val Inv | — | — | — | $4K | <0.1% | |
| American United Life Insurance Company Amerfds Cap World Grth & Inc R4 | — | — | — | $3K | <0.1% | |
| TIAA CREF TIAA Access Nuv Core Bond T4 83 * TIAA CREF TIAA Access Nuv Core Bond Plus T4 31 * TIAA CREF TIAA Access Nuv Equity Index T4 | — | — | — | $2K | <0.1% |