Original filing (PDF)20240119115755NAL0003022211005

SOUTHWEST EDUCATIONAL DEVELOPMENT CORPORATION

Name: SOUTHWEST EDUCATIONAL DEVELOPMENT CORPORATION — TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF SEDC, Form 5500 (2022)
Creator: SOUTHWEST EDUCATIONAL DEVELOPMENT CORPORATION

Form 5500

FILING_RECEIVED

TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF SEDC

403(b) retirement plan

Signals · 1

Late filing · 2.1 mo

Active participants

Accounts w/ balance

227

Plan assets (EOY)

$22.7M

Net assets (EOY)

$22.7M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade A

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHWEST EDUCATIONAL DEVELOPMENT CORPORATION.

Plan sponsor

Name

SOUTHWEST EDUCATIONAL DEVELOPMENT CORPORATION

EIN

74-1545911

Address

1400 CRYSTAL DRIVE, 10TH FLOOR · ARLINGTON, VA · 222023289

Phone

(202) 403-5000

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2024-01-19

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

RUBINO & COMPANY CHARTERED

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $1.3M(6% 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.