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Original filing (PDF)20250923122127NAL0007982035001
COMMUNITIES IN SCHOOLS OF HOUSTON INC.
Form 5500
FILING_RECEIVED
COMMUNITIES IN SCHOOLS OF HOUSTON INC 403B DC PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
233
Accounts w/ balance
416
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
How this plan invests
This plan
1 pooled trust
Schedule D
58 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITIES IN SCHOOLS OF HOUSTON INC..
Plan sponsor
Name
COMMUNITIES IN SCHOOLS OF HOUSTON INC.
EIN
76-0031827
Address
1111 NORTH LOOP W STE 300 · HOUSTON, TX · 770084728
Phone
(713) 654-1515
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
008
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Pension benefit codes
2L · 403(b)(1) annuity
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
MCCONNELL & JONES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA TEACHERS INSURANCE AND ANNUITY | 13-1624203 | NEW YORK, NY | — | $3K | — |
Investments
58 direct securities · 1 pooled fund· $8.1M(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
$8.1M
58 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive | — | — | — | $831K | 10.2% | |
| College Retirement Equities Fund variable annuities CREF Stock R1 | — | — | — | $628K | 7.7% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2055 T4 | — | — | — | $553K | 6.8% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2050 T4 | — | — | — | $531K | 6.5% | |
| Vanguard Group, Inc. Vanguard Target Retire 2045 | — | — | — | $459K | 5.6% | |
| College Retirement Equities Fund variable annuities CREF Money Market R1 | — | — | — | $436K | 5.4% | |
| College Retirement Equities Fund variable annuities CREF Equity Index R1 | — | — | — | $385K | 4.7% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2030 T4 | — | — | — | $350K | 4.3% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2045 T4 | — | — | — | $257K | 3.2% | |
| Vanguard Group, Inc. Vanguard 500 Idx Adm | — | — | — | $254K | 3.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2060 T4 | — | — | — | $250K | 3.1% | |
| College Retirement Equities Fund variable annuities CREF Growth R1 | — | — | — | $247K | 3.0% | |
| College Retirement Equities Fund variable annuities TIAA Real Estate | — | — | — | $226K | 2.8% | |
| Vanguard Group, Inc. Vanguard Target Retire 2055 | — | — | — | $221K | 2.7% | |
| College Retirement Equities Fund variable annuities CREF Global Equities R1 | — | — | — | $190K | 2.3% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2020 T4 | — | — | — | $185K | 2.3% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2035 T4 | — | — | — | $184K | 2.3% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2040 T4 | — | — | — | $159K | 2.0% | |
| Vanguard Group, Inc. Vanguard Target Retire 2050 | — | — | — | $142K | 1.7% | |
| Vanguard Group, Inc. Vanguard Target Retire 2060 | — | — | — | $140K | 1.7% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LgCp Res Eq T4 | — | — | — | $138K | 1.7% | |
| Vanguard Group, Inc. Vanguard Target Retire 2020 | — | — | — | $134K | 1.6% | |
| College Retirement Equities Fund variable annuities CREF Inflation-Linked Bond R1 | — | — | — | $134K | 1.6% | |
| College Retirement Equities Fund variable annuities CREF Core Bond R1 | — | — | — | $118K | 1.5% | |
| Cohen & Steers Cohen & Steers Real Est Sec Z | — | — | — | $86K | 1.1% | |
| JPMorgan Assets Management JPMorgan Large Cap Growth R6 | — | — | — | $75K | 0.9% | |
| College Retirement Equities Fund variable annuities CREF Social Choice R1 | — | — | — | $73K | 0.9% | |
| All Spring Global Investments Allspring Real Return R6 | — | — | — | $66K | 0.8% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Intl Equity T4 | — | — | — | $62K | 0.8% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Mid Cap Val T4 | — | — | — | $59K | 0.7% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2025 T4 | — | — | — | $54K | 0.7% | |
| College Retirement Equities Fund variable annuities Plan Loan Default Fund | — | — | — | $53K | 0.7% | |
| Vanguard Group, Inc. Vanguard Target Retire 2035 | — | — | — | $42K | 0.5% | |
| Principal Financial Group Principal High Yield Class R6 ** 80 Putnam Investments Putnam International Value R6 | — | — | — | $39K | 0.5% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Qt Sm Cp Eq T4 | — | — | — | $35K | 0.4% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv RlEstSecSel T4 | — | — | — | $34K | 0.4% | |
| Vanguard Group, Inc. Vanguard Target Retire 2040 | — | — | — | $26K | 0.3% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2065 T4 | — | — | — | $26K | 0.3% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive 2 | — | — | — | $22K | 0.3% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Sm Cp Bl Ix T4 | — | — | — | $20K | 0.2% | |
| Vanguard Group, Inc. Vanguard Small-Cap Idx Adm | — | — | — | $18K | 0.2% | |
| Investco Invesco Value Opportunities R6 | — | — | — | $16K | 0.2% | |
| Vanguard Group, Inc. Vanguard Target Retire 2065 | — | — | — | $16K | 0.2% | |
| Vanguard Group, Inc. Vanguard Target Retire 2030 | — | — | — | $15K | 0.2% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Core Equity T4 | — | — | — | $14K | 0.2% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Equity Idx T4 | — | — | — | $14K | 0.2% | |
| Vanguard Group, Inc. Vanguard Mid-Cap Idx Adm ** 103 Vanguard Group, Inc. Vanguard Small-Cap Val Idx Adm | — | — | — | $11K | 0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Mid Cap Grw T4 | — | — | — | $11K | 0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Lrg Cap Val T4 | — | — | — | $10K | 0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Core Pl Bd T4 | — | — | — | $9K | 0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2010 T4 ** 15 * College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2015 T4 | — | — | — | $8K | <0.1% | |
| Vanguard Group, Inc. Vanguard Federal Money Mkt Inv | — | — | — | $8K | <0.1% | |
| Vanguard Group, Inc. Vanguard Ttl Bd Mkt Idx Adm | — | — | — | $6K | <0.1% | |
| Vanguard Group, Inc. Vanguard Target Retire 2025 | — | — | — | $6K | <0.1% | |
| JPMorgan Assets Management JPMorgan Large Cap Value Fd R6 ** 197 JPMorgan Assets Management JPMorgan Mid Cap Gro Fd Cl R6 | — | — | — | $3K | <0.1% | |
| JPMorgan Assets Management JPMorgan US Equity R6 | — | — | — | $3K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Lrg Cap Gr T4 | — | — | — | $2K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive 2 | — | — | — | $2K | <0.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $0 | <0.1% |