How big is Reformed Theological Seminary's plan?

Reformed Theological Seminary's plan reported $18.7M in assets and 181 participants for 2024.

Original filing (PDF)20251014142712NAL0004224160001

Reformed Theological Seminary

Name: Reformed Theological Seminary — Reformed Theological, Form 5500 (2024)
Creator: Reformed Theological Seminary
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Reformed Theological Seminary Retirement Plan

401(k) retirement plan · Reformed Theological Seminary's Reformed Theological Seminary Retirement Plan held $18.7M in plan assets for 181 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

1 failed disclosureSelf-directed brokerage offered

Active participants

181

Accounts w/ balance

227

Plan assets (EOY)

$18.7M

Net assets (EOY)

$18.7M

People on this filing

Michelle Stallings signed Reformed Theological Seminary's 2024 Form 5500 as plan administrator.

Michelle Stallings — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Reformed Theological Seminary's EIN is 64-0428676.

EIN 64-0428676

Plan number 001

Plan year 2024

ACK ID 20251014142712NAL0004224160001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Reformed Theological Seminary from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Reformed Theological Seminary's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, automatic enrollment, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REFORMED THEOLOGICAL SEMINARY.

Finding similar companies…

How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.

Plan sponsor

Name

REFORMED THEOLOGICAL SEMINARY

EIN

all filings

Address

4268 I-55 N · JACKSON, MS · 39211

Phone

(601) 923-1600

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

2A · Age/service weighted or new comparability

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$7K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ELEMENT WEALTH LLC	20-4821221	—	ADVISOR	$39K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

32 direct securities· $18.7M(100% of reported assets)

Mutual Funds

$16.0M

17 holdings

Common Collective Trusts

$1.6M

5 holdings

Other securities

$980K

8 holdings

Self-Directed Brokerage

$89K

1 holding

Bonds / Notes

$43K

1 holding

					% of plan
s * Fidelity Freedom 2020 Fund K6	Mutual Funds	—	—	$2.8M	15.0%
Fidelity Freedom 2015 Fund K6	Mutual Funds	—	—	$2.5M	13.4%
Fidelity Freedom 2025 Fund K6	Mutual Funds	—	—	$2.4M	12.7%
Fidelity Freedom 2035 Fund K6	Mutual Funds	—	—	$2.3M	12.1%
Fidelity Freedom 2040 Fund K6	Mutual Funds	—	—	$2.1M	11.0%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$1.3M	7.1%
Fidelity Freedom 2045 Fund K6	Mutual Funds	—	—	$1.3M	6.7%
Fidelity Freedom 2030 Fund K6	Mutual Funds	—	—	$1.1M	6.0%
Investment Contract The Standard APEX Guaranteed Fixed Interest Fund Y2	Other securities	—	—	$714K	3.8%
Fidelity Freedom 2050 Fund K6	Mutual Funds	—	—	$707K	3.8%
Fidelity Freedom 2055 Fund K6	Mutual Funds	—	—	$389K	2.1%
Fidelity Freedom 2060 Fund K6	Mutual Funds	—	—	$214K	1.1%
JP Morgan Large Cap Growth Fund Class R6	Other securities	—	—	$162K	0.9%
Fidelity Self-Directed Brokerage Accounts	Self-Directed Brokerage	—	—	$89K	0.5%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$86K	0.5%
Fidelity Global ex U.S. Index Fund	Common Collective Trusts	—	—	$82K	0.4%
Fidelity Freedom 2010 Fund K6	Mutual Funds	—	—	$74K	0.4%
JP Morgan U.S. Value Fund Class R6	Other securities	—	—	$68K	0.4%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$66K	0.4%
Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$59K	0.3%
Fidelity Total Bond K6 Fund	Mutual Funds	—	—	$57K	0.3%
American Funds New World R6	Mutual Funds	—	—	$48K	0.3%
Participants Participant Loans Interest Rates at 9.5% -	Bonds / Notes	—	—	$43K	0.2%
MFS International Diversification Fund	Mutual Funds	—	—	$33K	0.2%
Fidelity Freedom 2065 Fund K6	Mutual Funds	—	—	$29K	0.2%
Causeway International Value Fund Class Investor	Other securities	—	—	$20K	0.1%
Dimensional Fund Advisors U.S. Targeted Value Portfolio Institutional	Mutual Funds	—	—	$15K	<0.1%
Fidelity International Capital Appreciation K6 Fund	Mutual Funds	—	—	$13K	<0.1%
Federated Hermes MDT Small Cap Growth R6	Other securities	—	—	$6K	<0.1%
JP Morgan Income R6	Other securities	—	—	$5K	<0.1%
Blackrock Inflation Protected Bond Fund Class K	Other securities	—	—	$2K	<0.1%
PGIM High Yield R6	Other securities	—	—	$2K	<0.1%