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Original filing (PDF)20251015151810NAL0004965969001
DALLAS CHRISTIAN SCHOOL
Form 5500
FILING_RECEIVED
DALLAS CHRISTIAN SCHOOL 403(B) DC PLAN
403(b) retirement plan
Active participants
83
Accounts w/ balance
126
Plan assets (EOY)
$7.8M
Net assets (EOY)
$7.8M
How this plan invests
This plan
1 pooled trust
Schedule D
47 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (12 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DALLAS CHRISTIAN SCHOOL.
Plan sponsor
Name
DALLAS CHRISTIAN SCHOOL
EIN
75-1004860
Address
1515 REPUBLIC PARKWAY · MESQUITE, TX · 75150
Phone
(972) 270-5495
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
2025-10-15
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
STILL BURTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-TEACHERS INS & ANN ASSOC | 13-1624203 | — | RECORDKEEPER | $10K | — |
Investments
47 direct securities · 1 pooled fund· $8.6M(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
$8.5M
47 holdings
Pooled Separate Account
$94K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Growth | — | — | — | $1.2M | 15.3% | |
| TIAA Traditional Annuity-Non-Benefit Responsive | — | — | — | $1.2M | 15.0% | |
| CREF Stock | — | — | — | $929K | 11.9% | |
| TIAA Nuveen Lifecycle Ix 2030 | — | — | — | $780K | 10.0% | |
| TIAA Nuveen Lifecycle Ix 2035 | — | — | — | $588K | 7.6% | |
| CREF Equity Index | — | — | — | $536K | 6.9% | |
| TIAA Nuveen Lifecycle Ix 2040 | — | — | — | $440K | 5.7% | |
| TIAA Nuveen Lifecycle Ix 2025 | — | — | — | $233K | 3.0% | |
| TIAA Nuveen Lifecycle Ix 2045 | — | — | — | $223K | 2.9% | |
| CREF Global Equities | — | — | — | $205K | 2.6% | |
| VANGUARD 500 Idx Adm | — | — | — | $178K | 2.3% | |
| TIAA Traditional Annuity-Benefit Responsive | — | — | — | $177K | 2.3% | |
| JANUS HENDERSON Triton I | — | — | — | $156K | 2.0% | |
| CREF Social Choice Equity | — | — | — | $149K | 1.9% | |
| CREF Money Market | — | — | — | $138K | 1.8% | |
| AMERICAN New Perspective R6 | — | — | — | $119K | 1.5% | |
| TIAA Access Nuv Lg-Cap Gr T4 | — | — | — | $109K | 1.4% | |
| TIAA Real Estate | — | — | — | $108K | 1.4% | |
| JPMORGAN Mid Cap Value L | — | — | — | $96K | 1.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $94K | 1.2% | |
| VANGUARD Mid Cap Index lnst | — | — | — | $84K | 1.1% | |
| TIAA Access Nuv Equity Index T4 | — | — | — | $83K | 1.1% | |
| TIAA Nuveen Lifecycle Ix 2050 | — | — | — | $80K | 1.0% | |
| TIAA Nuveen Large Cap Value | — | — | — | $70K | 0.9% | |
| TIAA Access Lifecycle 2040 | — | — | — | $68K | 0.9% | |
| PARNASSUS Value Equity Inst | — | — | — | $66K | 0.8% | |
| CREF Core Bond | — | — | — | $62K | 0.8% | |
| VANGUARD REIT Index ADM | — | — | — | $57K | 0.7% | |
| TIAA Access Nuv Intl Equity T4 | — | — | — | $50K | 0.6% | |
| TIAA Access Nuv Lg-Cap Val T4 | — | — | — | $44K | 0.6% | |
| VANGUARD FTSE Social Index Inv | — | — | — | $38K | 0.5% | |
| TIAA Stable Value | — | — | — | $35K | 0.5% | |
| INVESCO Developing Markets R6 | — | — | — | $35K | 0.4% | |
| CREF Inflation-Linked Bond | — | — | — | $34K | 0.4% | |
| VANGUARD Devlopd Mkts Idx Adm | — | — | — | $33K | 0.4% | |
| EATON VANCE Atl Cap CMID Ca R6 | — | — | — | $32K | 0.4% | |
| VIRTUS SEIX Total Return Bd I | — | — | — | $29K | 0.4% | |
| TIAA Access Nuv Mid-Cap Val T4 | — | — | — | $27K | 0.4% | |
| TIAA Nuveen Small Cap Bld Idx | — | — | — | $24K | 0.3% | |
| TIAA Access Nuv Sm-Cap Bl Idx T4 ** 942 * TIAA Access Nuv QT Sml Cp Eq T4 | — | — | — | $19K | 0.2% | |
| TIAA Access Nuv Real Est. Secs. T4 | — | — | — | $18K | 0.2% | |
| TIAA Access Nuv Core Equity Index T4 | — | — | — | $11K | 0.1% | |
| TIAA Nuveen Lifecycle Ix Ret Inc | — | — | — | $9K | 0.1% | |
| VANGUARD Wellington Adm | — | — | — | $7K | <0.1% | |
| Undiscovered Mgrs Behav Val | — | — | — | $7K | <0.1% | |
| TIAA Nuveen Lifecycle Ix 2020 | — | — | — | $6K | <0.1% | |
| TIAA Nuveen Lifecycle Ix 2060 | — | — | — | $2K | <0.1% | |
| BLACKROCK lnflat Prot Bnd lnst | — | — | — | $2K | <0.1% |