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Original filing (PDF)20251028070446NAL0006682865001
SILVERDALE BAPTIST ACADEMY
Form 5500
FILING_RECEIVED
SILVERDALE BAPTIST ACADEMY 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 3.4 moNo recordkeeper disclosed
Active participants
210
Accounts w/ balance
175
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
How this plan invests
This plan
1 pooled trust
Schedule D
46 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
86
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Filed 3.4 months past the 10.5-month grace window.
- 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 SILVERDALE BAPTIST ACADEMY.
Plan sponsor
Name
SILVERDALE BAPTIST ACADEMY
EIN
62-1799301
Address
7236 BONNY OAKS DRIVE · CHATTANOOGA, TN · 37421
Phone
(423) 892-2319
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-08-16
Tax period
2024-08-31
Filed
2025-10-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $0 | — |
Investments
46 direct securities · 1 pooled fund· $12.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$8.2M
46 holdings
Pooled Separate Account
$4.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $4.1M | 99.4% | |
| AUL Great Gray Trust Retirementtrack Amfds 2035 R1 | — | — | — | $999K | 23.9% | |
| AUL Great Gray Trust Retirementtrack Amfds 2035 R1 | — | — | — | $985K | 23.6% | |
| AUL Great Gray Trust Retirementtrack Amfds 2030 R1 | — | — | — | $642K | 15.4% | |
| AUL Great Gray Trust Retirementtrack Amfds 2030 R1 | — | — | — | $631K | 15.1% | |
| AUL Great Gray Trust Retirementtrack Amfds 2040 R1 | — | — | — | $592K | 14.2% | |
| AUL Great Gray Trust Retirementtrack Amfds 2040 R1 | — | — | — | $578K | 13.9% | |
| AUL Great Gray Trust Retirementtrack Amfds 2025 R1 | — | — | — | $504K | 12.1% | |
| AUL Great Gray Trust Retirementtrack Amfds 2025 R1 | — | — | — | $494K | 11.8% | |
| AUL Great Gray Trust Retirementtrack Amfds 2050 R1 | — | — | — | $407K | 9.8% | |
| AUL Great Gray Trust Retirementtrack Amfds 2050 R1 | — | — | — | $400K | 9.6% | |
| AUL Great Gray Trust Retirementtrack Amfds 2045 R1 | — | — | — | $297K | 7.1% | |
| AUL Great Gray Trust Retirementtrack Amfds 2045 R1 | — | — | — | $290K | 6.9% | |
| AUL Great Gray Trust Retirementtrack Amfds 2020 R1 | — | — | — | $241K | 5.8% | |
| AUL Great Gray Trust Retirementtrack Amfds 2020 R1 | — | — | — | $237K | 5.7% | |
| AUL Great Gray Trust Retirementtrack Amfds 2055 R1 | — | — | — | $219K | 5.2% | |
| AUL Great Gray Trust Retirementtrack Amfds 2055 R1 | — | — | — | $210K | 5.0% | |
| AUL Great Gray Trust Retirementtrack Amfds 2060 R1 | — | — | — | $91K | 2.2% | |
| AUL Great Gray Trust Retirementtrack Amfds 2060 R1 | — | — | — | $89K | 2.1% | |
| AUL Great Gray Trust Retirementtrack Amfds 2015 R1 | — | — | — | $51K | 1.2% | |
| AUL Great Gray Trust Retirementtrack Amfds 2015 R1 | — | — | — | $51K | 1.2% | |
| AUL Vanguard 500 Index Adm | — | — | — | $33K | 0.8% | |
| AUL Great Gray Trust Retirementtrack Amfds 2065 R1 | — | — | — | $30K | 0.7% | |
| AUL Great Gray Trust Retirementtrack Amfds 2065 R1 | — | — | — | $28K | 0.7% | |
| AUL Vanguard Small Cap Index Adm | — | — | — | $10K | 0.2% | |
| AUL DFA Large Cap International I | — | — | — | $8K | 0.2% | |
| AUL Great Gray Trust Bond Fund of America R6 | — | — | — | $8K | 0.2% | |
| AUL Vanguard Mid Cap Index Adm | — | — | — | $7K | 0.2% | |
| AUL Vanguard Explorer Adm | — | — | — | $7K | 0.2% | |
| AUL DFA Large Cap International I | — | — | — | $6K | 0.2% | |
| AUL Vanguard Explorer Adm | — | — | — | $6K | 0.2% | |
| AUL Vanguard 500 Index Adm | — | — | — | $6K | 0.1% | |
| AUL Vanguard High-Yield Corp Adm | — | — | — | $5K | 0.1% | |
| AUL Vanguard High-Yield Corp Adm | — | — | — | $5K | 0.1% | |
| AUL Vanguard Mid Cap Index Adm | — | — | — | $5K | 0.1% | |
| AUL Alger Cap Appreciation Instl Y | — | — | — | $4K | 0.1% | |
| AUL Vanguard Growth And Inc Adm | — | — | — | $4K | 0.1% | |
| AUL Stable Value Fund ** 487 Pooled separate accounts * AUL Alger Cap Appreciation Instl Y | — | — | — | $4K | 0.1% | |
| AUL Vanguard Infl-Prot Secs Adm | — | — | — | $4K | <0.1% | |
| AUL Vanguard Infl-Prot Secs Adm | — | — | — | $4K | <0.1% | |
| AUL Vanguard Growth And Inc Adm | — | — | — | $4K | <0.1% | |
| AUL Deutsche Dws Rreef Real Estate Sec R6 | — | — | — | $3K | <0.1% | |
| AUL Deutsche Dws Rreef Real Estate Sec R6 | — | — | — | $3K | <0.1% | |
| AUL Prudential Pgim Jenn Midcap Grth R6 | — | — | — | $3K | <0.1% | |
| AUL Prudential Pgim Jenn Midcap Grth R6 | — | — | — | $2K | <0.1% | |
| AUL Vanguard Wellington Adm | — | — | — | $1K | <0.1% | |
| AUL Vanguard Small Cap Index Adm ** 196 * AUL Vanguard Wellington Adm | — | — | — | $1K | <0.1% |
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