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Original filing (PDF)20250716103137NAL0003013905001
THE EMERY WEINER CENTER FOR JEWISH EDUCATION
Form 5500
FILING_RECEIVED
THE EMERY WEINER SCHOOL TAX 403(B) PLAN
403(b) retirement plan
Signals · 2
27% in single holdingNo recordkeeper disclosed
Active participants
105
Accounts w/ balance
134
Plan assets (EOY)
$13.4M
Net assets (EOY)
$13.4M
How this plan invests
This plan
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
87
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "The Vanguard Group Vanguard 500 Index Fund" is 27% of plan.
- 59 bps in Schedule C fees — 104% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE EMERY WEINER CENTER FOR JEWISH EDUCATION.
Plan sponsor
Name
THE EMERY WEINER CENTER FOR JEWISH EDUCATION
EIN
74-1990541
Address
9825 STELLA LINK RD · HOUSTON, TX · 770254604
Phone
(832) 204-5900
Industry
Educational Servicessee all
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
2025-07-16
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BLAZEK & VETTERLING
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| B. RILEY WEALTH ADVISORS, INC. | 91-1648671 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $79K | — |
Investments
39 direct securities· $13.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group Vanguard 500 Index Fund | — | — | — | $3.6M | 27.0% | |
| American Funds American Funds Growth Fund of America | — | — | — | $2.2M | 16.1% | |
| PIMCO Funds PIMCO Low Duration Income Fund | — | — | — | $639K | 4.8% | |
| American Funds American Funds Capital World Growth and Income Fund | — | — | — | $624K | 4.7% | |
| TIAA Investments Nuveen Lifecycle Index 2040 Fund | — | — | — | $611K | 4.6% | |
| TIAA Investments Nuveen Lifecycle Index 2045 Fund | — | — | — | $492K | 3.7% | |
| PIMCO Funds PIMCO Total Return Fund | — | — | — | $480K | 3.6% | |
| The Vanguard Group Vanguard Small-Cap Value Index Fund | — | — | — | $469K | 3.5% | |
| TIAA Investments Nuveen Lifecycle Index 2055 Fund | — | — | — | $454K | 3.4% | |
| TIAA Investments Nuveen Lifecycle Index 2035 Fund | — | — | — | $442K | 3.3% | |
| TIAA Investments Nuveen Lifecycle Index 2050 Fund | — | — | — | $416K | 3.1% | |
| TIAA Investments Nuveen Lifecycle Index 2030 Fund | — | — | — | $353K | 2.6% | |
| PIMCO Funds PIMCO Income Fund | — | — | — | $321K | 2.4% | |
| American Funds American Funds Europacific Growth Fund | — | — | — | $299K | 2.2% | |
| BlackRock Funds BlackRock Mid-Cap Growth Equity Portfolio | — | — | — | $298K | 2.2% | |
| T. Rowe Price T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund | — | — | — | $290K | 2.2% | |
| The Vanguard Group Vanguard Small-Cap Index Fund | — | — | — | $241K | 1.8% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity Portfolio | — | — | — | $213K | 1.6% | |
| PIMCO Funds PIMCO Government Money Market Fund | — | — | — | $203K | 1.5% | |
| The Vanguard Group Vanguard Total Bond Market Index Fund | — | — | — | $185K | 1.4% | |
| LNLIC Fixed Interest Account | — | — | — | $111K | 0.8% | |
| Participant loans Varying maturity dates with interest rates ranging from 3.25% to 10.50% | — | — | — | $97K | 0.7% | |
| (E) | — | — | — | $97K | 0.7% | |
| TIAA Investments Nuveen Lifecycle Index 2060 Fund | — | — | — | $96K | 0.7% | |
| The Vanguard Group Vanguard Mid-Cap Index Fund | — | — | — | $70K | 0.5% | |
| TIAA Investments Nuveen Lifecycle Index 2065 Fund | — | — | — | $63K | 0.5% | |
| TIAA Investments Nuveen Lifecycle Index 2020 Fund | — | — | — | $58K | 0.4% | |
| TIAA Investments Nuveen Lifecycle Index 2010 Fund | — | — | — | $32K | 0.2% | |
| TIAA Investments Nuveen Lifecycle Index Retirement Income Fund | — | — | — | $22K | 0.2% | |
| The Vanguard Group Vanguard Small-Cap Growth Index Fund | — | — | — | $16K | 0.1% | |
| LNLIC LVIP Mondrian International Value Fund | — | — | — | $9K | <0.1% | |
| LNLIC LVIP Macquarie Wealth Builder Fund | — | — | — | $8K | <0.1% | |
| LNLIC LVIP Dimensional U.S. Core Equity Fund | — | — | — | $5K | <0.1% | |
| TIAA Investments Nuveen Large Cap Value Index Fund | — | — | — | $3K | <0.1% | |
| LNLIC LVIP SSGA S&P 500 Index Fund | — | — | — | $2K | <0.1% | |
| LNLIC LVIP T. Rowe Price Structured Mid-Cap Growth Fund | — | — | — | $2K | <0.1% | |
| LNLIC LVIP Macquarie Social Awareness Fund | — | — | — | $2K | <0.1% | |
| LNLIC LVIP Blended Large Cap Growth Managed Volatility Fund | — | — | — | $2K | <0.1% | |
| LNLIC LVIP BlackRock Dividend Value Managed Volatility Fund | — | — | — | $1K | <0.1% |