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Original filing (PDF)20260218101328NAL0008088224002
EPISCOPAL COLLEGIATE SCHOOL
Form 5500
FILING_RECEIVED
EPISCOPAL COLLEGIATE SCHOOL 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
203
Accounts w/ balance
299
Plan assets (EOY)
$20.1M
Net assets (EOY)
$20.1M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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 EPISCOPAL COLLEGIATE SCHOOL.
Plan sponsor
Name
EPISCOPAL COLLEGIATE SCHOOL
EIN
62-1714575
Address
1701 CANTRELL ROAD · LITTLE ROCK, AR · 722011111
Phone
(501) 372-1194
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
2026-02-18
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
LANDMARK PLC, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
32 direct securities · 1 pooled fund· $18.0M(90% 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
$17.4M
32 holdings
Pooled Separate Account
$558K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| College Retirement Equities Fund variable annuities | — | — | — | $2.7M | 13.2% | |
| College Retirement Equities Fund variable annuities | — | — | — | $2.4M | 11.8% | |
| College Retirement Equities Fund variable annuities | — | — | — | $1.8M | 9.1% | |
| Teachers Insurance and Annuities Association traditional annuity | — | — | — | $1.4M | 7.0% | |
| Teachers Insurance and Annuities Association Access variable annuities | — | — | — | $1.1M | 5.3% | |
| College Retirement Equities Fund variable annuities | — | — | — | $936K | 4.7% | |
| Teachers Insurance and Annuities Association traditional annuity | — | — | — | $609K | 3.0% | |
| College Retirement Equities Fund variable annuities | — | — | — | $566K | 2.8% | |
| Teachers Insurance and Annuities Association variable annuities | — | — | — | $558K | 2.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $558K | 2.8% | |
| Teachers Insurance and Annuities Association Access variable annuities | — | — | — | $531K | 2.6% | |
| Teachers Insurance and Annuities Association Access variable annuities | — | — | — | $489K | 2.4% | |
| Teachers Insurance and Annuities Association Access variable annuities | — | — | — | $454K | 2.3% | |
| Teachers Insurance and Annuities Association Access variable annuities | — | — | — | $450K | 2.2% | |
| College Retirement Equities Fund variable annuities | — | — | — | $389K | 1.9% | |
| Teachers Insurance and Annuities Association Access variable annuities | — | — | — | $385K | 1.9% | |
| College Retirement Equities Fund variable annuities | — | — | — | $380K | 1.9% | |
| Teachers Insurance and Annuities Association Access variable annuities | — | — | — | $375K | 1.9% | |
| Teachers Insurance and Annuities Association Access variable annuities | — | — | — | $336K | 1.7% | |
| Teachers Insurance and Annuities Association Access variable annuities | — | — | — | $284K | 1.4% | |
| Teachers Insurance and Annuities Association Access variable annuities | — | — | — | $260K | 1.3% | |
| Teachers Insurance and Annuities Association Access variable annuities | — | — | — | $186K | 0.9% | |
| Teachers Insurance and Annuities Association Access variable annuities | — | — | — | $144K | 0.7% | |
| Teachers Insurance and Annuities Association Access variable annuities | — | — | — | $141K | 0.7% | |
| Teachers Insurance and Annuities Association Access variable annuities | — | — | — | $133K | 0.7% | |
| Teachers Insurance and Annuities Association Access variable annuities | — | — | — | $98K | 0.5% | |
| Teachers Insurance and Annuities Association Access variable annuities | — | — | — | $96K | 0.5% | |
| Teachers Insurance and Annuities Association Access variable annuities | — | — | — | $84K | 0.4% | |
| Teachers Insurance and Annuities Association Access variable annuities | — | — | — | $64K | 0.3% | |
| Teachers Insurance and Annuities Association Access variable annuities | — | — | — | $59K | 0.3% | |
| Teachers Insurance and Annuities Association Access variable annuities | — | — | — | $45K | 0.2% | |
| Teachers Insurance and Annuities Association Access variable annuities | — | — | — | $34K | 0.2% | |
| Teachers Insurance and Annuities Association Access variable annuities | — | — | — | $13K | <0.1% |
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