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Original filing (PDF)20241030105408NAL0001245458001
COVENANT CHRISTIAN ACADEMY
Form 5500-SF
FILING_RECEIVED
COVENANT CHRISTIAN ACADEMY RETIREMENT SAVINGS PLAN II
403(b) retirement plan
Active participants
60
Accounts w/ balance
57
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COVENANT CHRISTIAN ACADEMY.
Plan sponsor
Name
COVENANT CHRISTIAN ACADEMY
EIN
75-2623331
Address
901 CHEEK SPARGER ROAD · COLLEYVILLE, TX · 76034
Phone
(817) 281-4333
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2024-10-30
Pension benefit codes
2E · Profit-sharing
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
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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