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Original filing (PDF)20251010142946NAL0004701635004
UMS-WRIGHT PREPARATORY SCHOOL
Form 5500
FILING_RECEIVED
UMS-WRIGHT PREPARATORY SCHOOL 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
189
Accounts w/ balance
314
Plan assets (EOY)
$27.2M
Net assets (EOY)
$27.2M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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 UMS-WRIGHT PREPARATORY SCHOOL.
Plan sponsor
Name
UMS-WRIGHT PREPARATORY SCHOOL
EIN
63-0310782
Address
65 MOBILE STREET · MOBILE, AL · 366073120
Phone
(251) 479-6551
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH, DUKES & BUCKALEW, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
29 direct securities · 1 pooled fund· $28.0M(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
$26.4M
28 holdings
Pooled Separate Accounts
$787K
1 holding
Pooled Separate Account
$787K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| College Retirement Equities Fund variable annuities CREF Stock R1 | — | — | $2.1M | $5.7M | 21.0% | |
| Insurance Company General Contract * TIAA Traditional Non Benefit-Responsive # | — | — | — | $4.7M | 17.4% | |
| CREF Growth R1 # | — | — | — | $4.6M | 16.7% | |
| CREF Equity Index R1 # | — | — | — | $1.9M | 6.9% | |
| CREF Global Equities R1 # | — | — | — | $1.8M | 6.6% | |
| CREF Social Choice R1 # | — | — | — | $1.3M | 4.7% | |
| CREF Core Bond R1 # | — | — | — | $1.2M | 4.2% | |
| CREF Money Market R1 # | — | — | — | $1.1M | 4.2% | |
| TIAA Access Nuv LfCy Rt Inc T3 # 559 * TIAA Access Nuv Lrg Cap Gr T3 # | — | — | — | $994K | 3.7% | |
| * TIAA Real Estate # | Pooled Separate Accounts | — | — | $787K | 2.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $631K | $787K | 2.9% | |
| TIAA Access Nuv Lrg Cap Val T3 # | — | — | — | $571K | 2.1% | |
| TIAA Access Nuv Intl Equity T3 # | — | — | — | $530K | 1.9% | |
| CREF Inflation-Linked Bond R1 # | — | — | — | $335K | 1.2% | |
| TIAA Access Nuv Core Equity T3 # | — | — | — | $320K | 1.2% | |
| TIAA Access Nuv RlEstSecSel T3 # | — | — | — | $245K | 0.9% | |
| TIAA Access Nuv LifCyc 2050 T3 # | — | — | — | $181K | 0.7% | |
| TIAA Access Nuv Sm Cp Bl Ix T3 # | — | — | — | $172K | 0.6% | |
| TIAA Access Nuv Mid Cap Val T3 # | — | — | — | $137K | 0.5% | |
| TIAA Access Nuv Qt Sm Cp Eq T3 # | — | — | — | $128K | 0.5% | |
| TIAA Access Nuv Mid Cap Grw T3 # | — | — | — | $97K | 0.4% | |
| TIAA Access Nuv Core Pl Bd T3 # | — | — | — | $97K | 0.4% | |
| TIAA Access Nuv LifCyc 2040 T3 # | — | — | — | $80K | 0.3% | |
| TIAA Access Nuv LifCyc 2025 T3 # | — | — | — | $72K | 0.3% | |
| TIAA Access Nuv LifCyc 2035 T3 # | — | — | — | $65K | 0.2% | |
| TIAA Access Nuv LifCyc 2045 T3 # | — | — | — | $53K | 0.2% | |
| TIAA Access Nuv Equity Idx T3 # | — | — | — | $42K | 0.2% | |
| TIAA Access Nuv LgCp Res Eq T3 # | — | — | — | $26K | <0.1% | |
| TIAA Access Nuv LifCyc 2030 T3 # | — | — | — | $23K | <0.1% | |
| TIAA Access Nuv LifCyc 2010 T3 # | — | — | — | $6K | <0.1% |