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Original filing (PDF)20250923121906NAL0007979539001
COMMUNITIES IN SCHOOLS OF HOUSTON INC.
Form 5500
FILING_RECEIVED
COMMUNITIES IN SCHOOLS OF HOUSTON INC 403(B) TDA PLAN
403(b) retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
194
Accounts w/ balance
132
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
How this plan invests
This plan
1 pooled trust
Schedule D
49 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
86
Total plan cost
100
Vendor stack
80
Participation health
80
Knocking points off
- Top holding "party Value value * College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive BR1" is 28% of plan.
- No recordkeeper disclosed on Schedule C.
- 68% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (5 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
009
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 | — | $2K | — |
Investments
49 direct securities · 1 pooled fund· $3.8M(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
$3.8M
49 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| party Value * College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive BR1 | — | — | — | $1.1M | 27.9% | |
| Vanguard Group, Inc. Vanguard Target Retire 2030 | — | — | — | $473K | 12.4% | |
| Vanguard Group, Inc. Vanguard Ttl Bd Mkt Idx Adm ** 885 Vanguard Group, Inc. Vanguard 500 Idx Adm | — | — | — | $337K | 8.8% | |
| Vanguard Group, Inc. Vanguard Target Retire 2045 | — | — | — | $288K | 7.6% | |
| JPMorgan Assets Management JPMorgan Large Cap Value Fd R6 ** 1 JPMorgan Assets Management JPMorgan Mid Cap Gro Fd Cl R6 ** 337 JPMorgan Assets Management JPMorgan US Equity R6 | — | — | — | $250K | 6.5% | |
| College Retirement Equities Fund variable annuities CREF Equity Index R1 | — | — | — | $188K | 4.9% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2065 T4 ** 151 Vanguard Group, Inc. Vanguard Federal Money Mkt Inv ** 667 Vanguard Group, Inc. Vanguard Target Retire 2020 | — | — | — | $145K | 3.8% | |
| College Retirement Equities Fund variable annuities CREF Global Equities R1 | — | — | — | $110K | 2.9% | |
| College Retirement Equities Fund variable annuities CREF Stock R1 | — | — | — | $91K | 2.4% | |
| College Retirement Equities Fund variable annuities TIAA Real Estate | — | — | — | $72K | 1.9% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LgCp Res Eq T4 | — | — | — | $61K | 1.6% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2050 T4 | — | — | — | $59K | 1.5% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2060 T4 | — | — | — | $59K | 1.5% | |
| College Retirement Equities Fund variable annuities CREF Money Market R1 | — | — | — | $55K | 1.4% | |
| College Retirement Equities Fund variable annuities CREF Growth R1 | — | — | — | $48K | 1.3% | |
| College Retirement Equities Fund variable annuities CREF Inflation-Linked Bond R1 | — | — | — | $42K | 1.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2045 T4 | — | — | — | $41K | 1.1% | |
| Vanguard Group, Inc. Vanguard Target Retire 2055 | — | — | — | $40K | 1.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2010 T4 ** 9 * College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2015 T4 ** 11 * College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2020 T4 | — | — | — | $40K | 1.0% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive 2 BR2 | — | — | — | $33K | 0.9% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2035 T4 | — | — | — | $32K | 0.8% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2055 T4 | — | — | — | $27K | 0.7% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2030 T4 | — | — | — | $24K | 0.6% | |
| College Retirement Equities Fund variable annuities CREF Core Bond R1 | — | — | — | $23K | 0.6% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Intl Equity T4 | — | — | — | $23K | 0.6% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Mid Cap Val T4 | — | — | — | $23K | 0.6% | |
| College Retirement Equities Fund variable annuities CREF Social Choice R1 | — | — | — | $21K | 0.6% | |
| Participant loans Participant Loans interest rate 8.00% - 9.50%, Maturity date Novemer 01, 2028 | — | — | — | $18K | 0.5% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2040 T4 | — | — | — | $15K | 0.4% | |
| College Retirement Equities Fund variable annuities Plan Loan Default Fund | — | — | — | $13K | 0.3% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Sm Cp Bl Ix T4 | — | — | — | $13K | 0.3% | |
| All Spring Global Investments Allspring Real Return R6 ** 18 Cohen & Steers Cohen & Steers Real Est Sec Z | — | — | — | $11K | 0.3% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Core Pl Bd T4 | — | — | — | $11K | 0.3% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv RlEstSecSel T4 | — | — | — | $11K | 0.3% | |
| Putnam Investments Putnam International Value R6 | — | — | — | $10K | 0.3% | |
| Vanguard Group, Inc. Vanguard Target Retire 2035 | — | — | — | $7K | 0.2% | |
| Vanguard Group, Inc. Vanguard Small-Cap Idx Adm | — | — | — | $5K | 0.1% | |
| Vanguard Group, Inc. Vanguard Small-Cap Val Idx Adm | — | — | — | $5K | 0.1% | |
| Investco Invesco Value Opportunities R6 | — | — | — | $4K | 0.1% | |
| Vanguard Group, Inc. Vanguard Target Retire 2050 | — | — | — | $4K | 0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Qt Sm Cp Eq T4 | — | — | — | $4K | 0.1% | |
| JPMorgan Assets Management JPMorgan Large Cap Growth R6 | — | — | — | $3K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Mid Cap Grw T4 | — | — | — | $3K | <0.1% | |
| Vanguard Group, Inc. Vanguard Target Retire 2060 | — | — | — | $2K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2025 T4 | — | — | — | $2K | <0.1% | |
| Vanguard Group, Inc. Vanguard Target Retire 2040 | — | — | — | $2K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Lrg Cap Val T4 | — | — | — | $1K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Equity Idx T4 | — | — | — | $1K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Core Equity T4 | — | — | — | $1K | <0.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $0 | <0.1% |