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Original filing (PDF)20250630133445NAL0006325427001
THE JOHN COOPER SCHOOL
Form 5500
FILING_RECEIVED
JOHN COOPER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
34% in single holding
Active participants
328
Accounts w/ balance
548
Plan assets (EOY)
$47.4M
Net assets (EOY)
$47.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
155 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
83
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "TIAA Total" is 34% of plan.
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE JOHN COOPER SCHOOL.
Plan sponsor
Name
THE JOHN COOPER SCHOOL
EIN
76-0150423
Address
ONE JOHN COOPER DRIVE · THE WOODLANDS, TX · 773814427
Phone
(281) 367-0900
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
2025-06-30
Pension benefit codes
2M · 403(b)(7) custodial accounts
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BLAZEK & VETTERLING
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEW PINNACLE CONSULTING GROUP, LLC | 26-1233837 | — | CONSULTING | $6K | — |
Investments
119 direct securities · 2 pooled funds· $101.7M(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
$99.5M
119 holdings
Pooled Separate Account
$2.1M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Total | — | — | — | $44.1M | 93.0% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2035 R6 | — | — | — | $5.1M | 10.8% | |
| Nuveen Lifecycle Index 2030 Fund | — | — | — | $4.6M | 9.8% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2040 R6 | — | — | — | $4.4M | 9.2% | |
| Nuveen Lifecycle Index 2025 Fund | — | — | — | $4.1M | 8.6% | |
| TIAA Traditional Annuity Account | — | — | — | $3.7M | 7.9% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2045 R6 | — | — | — | $3.6M | 7.7% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive | — | — | — | $2.1M | 4.5% | |
| Charles Schwab S&P 500 Index Fund | — | — | — | $1.7M | 3.6% | |
| Nuveen Lifecycle Index 2050 Fund | — | — | — | $1.7M | 3.6% | |
| CREF Stock Account | — | — | — | $1.6M | 3.5% | |
| VARIABLE ANNUITY ACCOUNT C VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.6M | 3.4% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2015 R6 | — | — | — | $1.5M | 3.3% | |
| Nuveen Lifecycle Index 2020 Fund | — | — | — | $1.4M | 3.0% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive 2 | — | — | — | $1.4M | 2.9% | |
| College Retirement Equities Fund variable annuities CREF Stock R1 | — | — | — | $1.1M | 2.4% | |
| CREF Growth Account | — | — | — | $943K | 2.0% | |
| The Vanguard Group Vanguard Total International Stock Index Fund | — | — | — | $865K | 1.8% | |
| College Retirement Equities Fund variable annuities Vanguard Ttl Intl Stk Idx Adm | — | — | — | $865K | 1.8% | |
| Nuveen Lifecycle Index 2055 Fund | — | — | — | $757K | 1.6% | |
| Nuveen Large Cap Value Index Fund | — | — | — | $714K | 1.5% | |
| College Retirement Equities Fund variable annuities Vanguard Ttl Bd Mkt Idx Adm | — | — | — | $636K | 1.3% | |
| The Vanguard Group Vanguard Total Bond Market Index Fund | — | — | — | $636K | 1.3% | |
| TIAA-CREF TIAA Stable Value Account | — | — | — | $625K | 1.3% | |
| VOYA VY TRowePrice Captl Apprec Pt Srv | — | — | — | $586K | 1.2% | |
| VOYA T. Rowe Price Capital Appreciation Portfolio | — | — | — | $586K | 1.2% | |
| CREF Equity Index Account | — | — | — | $550K | 1.2% | |
| PGIM Jennison Growth Fund | — | — | — | $539K | 1.1% | |
| College Retirement Equities Fund variable annuities CREF Stock R4 | — | — | — | $521K | 1.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $514K | 1.1% | |
| Nuveen Small Cap Blend Index Fund | — | — | — | $487K | 1.0% | |
| College Retirement Equities Fund variable annuities Vanguard Ttl Stk Mkt Idx Adm | — | — | — | $428K | 0.9% | |
| The Vanguard Group Vanguard Total Stock Market Index Fund | — | — | — | $428K | 0.9% | |
| CREF Global Equities Account | — | — | — | $370K | 0.8% | |
| Participant loans Varying maturities and interest rates ranging from 4.25% to 9.50% | — | — | — | $362K | 0.8% | |
| College Retirement Equities Fund variable annuities Participant Loan Fund | — | — | — | $357K | 0.8% | |
| The Vanguard Group Vanguard Mid Cap Index Fund | — | — | — | $349K | 0.7% | |
| TIAA Access Nuveen Money Market Fund | — | — | — | $283K | 0.6% | |
| VALIC Vanguard Wellington Fund | — | — | — | $277K | 0.6% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive | — | — | — | $255K | 0.5% | |
| Nuveen Lifecycle Index 2060 Fund | — | — | — | $207K | 0.4% | |
| CREF Social Choice Account | — | — | — | $197K | 0.4% | |
| CREF Money Market Account | — | — | — | $183K | 0.4% | |
| VALIC Moderate Growth Lifestyle Fund | — | — | — | $180K | 0.4% | |
| VALIC Stock Index Fund | — | — | — | $177K | 0.4% | |
| VALIC SCIENCE & TECHNOLOGY FUND | — | — | — | $174K | 0.4% | |
| TIAA Access Nuveen International Equity Fund | — | — | — | $165K | 0.3% | |
| CREF Inflation-Linked Bond Account | — | — | — | $162K | 0.3% | |
| VOYA Index Plus Mid Cap Portfolio | — | — | — | $154K | 0.3% | |
| VOYA Russell Large Cap Growth Index Portfolio | — | — | — | $154K | 0.3% | |
| College Retirement Equities Fund variable annuities Metropolitan W Tot Ret Bd Pln | — | — | — | $145K | 0.3% | |
| Metropolitan West Funds Metropolitan West Total Return Bond Fund | — | — | — | $145K | 0.3% | |
| VALIC Vanguard Windsor II Fund | — | — | — | $144K | 0.3% | |
| VALIC Mid Cap Index Fund | — | — | — | $140K | 0.3% | |
| CREF Core Bond Account | — | — | — | $130K | 0.3% | |
| VOYA Solution 2045 Portfolio | — | — | — | $126K | 0.3% | |
| The Vanguard Group Vanguard Emerging Markets Stock Index Fund | — | — | — | $125K | 0.3% | |
| College Retirement Equities Fund variable annuities Vanguard Emr Mkts Stk Idx Adm | — | — | — | $125K | 0.3% | |
| VOYA VY CRBE Real Estate Portfolio | — | — | — | $117K | 0.2% | |
| VALIC FIXED ACCOUNT PLUS | — | — | — | $97K | 0.2% | |
| TIAA Access Nuveen Large Cap Growth Fund | — | — | — | $84K | 0.2% | |
| TIAA Access Nuveen Large Cap Value Fund | — | — | — | $83K | 0.2% | |
| VALIC Mid Cap Strategic Growth Fund | — | — | — | $77K | 0.2% | |
| TIAA Access Nuveen Core Equity Fund | — | — | — | $76K | 0.2% | |
| VALIC Core Bond Fund | — | — | — | $74K | 0.2% | |
| VOYA Fixed Plus Account II | — | — | — | $72K | 0.2% | |
| TIAA Access Nuveen Mid Cap Value Fund | — | — | — | $70K | 0.1% | |
| VOYA VY T. Rowe Price Equity Income Portfolio | — | — | — | $69K | 0.1% | |
| VOYA Solution 2035 Portfolio | — | — | — | $59K | 0.1% | |
| VALIC High Yield Bond Fund | — | — | — | $58K | 0.1% | |
| VOYA Balanced Income Portfolio | — | — | — | $54K | 0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Equity Idx T4 | — | — | — | $51K | 0.1% | |
| VALIC Vanguard LifeStrategy Conservative Growth Fund | — | — | — | $51K | 0.1% | |
| VOYA Government Money Market Portfolio | — | — | — | $50K | 0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Sm Cp Bl Ix T4 | — | — | — | $50K | 0.1% | |
| VOYA Loomis Sayles Small Cap Value Fund | — | — | — | $49K | 0.1% | |
| College Retirement Equities Fund variable annuities Vanguard Ttl Intl Bnd Idx Adm | — | — | — | $43K | <0.1% | |
| The Vanguard Group Vanguard Total International Bond Index Fund | — | — | — | $43K | <0.1% | |
| TIAA Access Nuveen Core Bond Fund | — | — | — | $41K | <0.1% | |
| TIAA Access Nuveen Lifecycle 2040 Fund | — | — | — | $39K | <0.1% | |
| VOYA VY T. Rowe Price Growth Equity Portfolio | — | — | — | $36K | <0.1% | |
| VOYA VY TRowePrice Grwth Eqty Port I | — | — | — | $36K | <0.1% | |
| VALIC GS VIT GOV MONEY MKT FD INST | — | — | — | $33K | <0.1% | |
| VOYA Solution Mod Conserv Prt Srv | — | — | — | $30K | <0.1% | |
| TIAA Access Nuveen Quant Small Cap Equity Fund | — | — | — | $29K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv RlEstSecSel T4 | — | — | — | $28K | <0.1% | |
| TIAA Access Nuveen Mid Cap Growth Fund | — | — | — | $27K | <0.1% | |
| VALIC SHORT TERM FIXED ACCOUNT | — | — | — | $25K | <0.1% | |
| VOYA Index Plus Small Cap Portfolio | — | — | — | $24K | <0.1% | |
| VALIC Growth Fund | — | — | — | $24K | <0.1% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2065 R6 | — | — | — | $23K | <0.1% | |
| VOYA Invesco V.I. Core Equity Fund | — | — | — | $22K | <0.1% | |
| TIAA TIAA-CREF Self-Directed Account | — | — | — | $21K | <0.1% | |
| VALIC Company I Conservative Growth Lifestyle Fund | — | — | — | $21K | <0.1% | |
| VOYA VY CBRE Glb RlEst Prt Ins | — | — | — | $20K | <0.1% | |
| VOYA VY CRBE Global Real Estate Portfolio | — | — | — | $20K | <0.1% | |
| TIAA Access Nuveen Lifecycle 2030 Fund | — | — | — | $17K | <0.1% | |
| VALIC SYSTEMATIC CORE FUND | — | — | — | $16K | <0.1% | |
| VOYA Glo High Div Low Vol Prtf I | — | — | — | $16K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Core Pl Bd T4 | — | — | — | $15K | <0.1% | |
| VOYA High Yield Portfolio | — | — | — | $12K | <0.1% | |
| TIAA Access Nuveen Lifecycle 2045 Fund | — | — | — | $12K | <0.1% | |
| VOYA Solution Aggressive Portfolio | — | — | — | $8K | <0.1% | |
| VOYA Intermediate Bond Portfolio | — | — | — | $8K | <0.1% | |
| TIAA Access Nuveen Lifecycle 2025 Fund | — | — | — | $8K | <0.1% | |
| VOYA Amer Cent Infl-Adjust Bond Fnd | — | — | — | $7K | <0.1% | |
| VALIC Large Capital Growth Fund | — | — | — | $7K | <0.1% | |
| VOYA Large Cap Value Portfolio | — | — | — | $6K | <0.1% | |
| VOYA Solution 2025 Portfolio | — | — | — | $6K | <0.1% | |
| VOYA VY Invesco Comstock Portfolio | — | — | — | $5K | <0.1% | |
| VALIC LOAN COLLATERAL FUND | — | — | — | $5K | <0.1% | |
| VOYA Solution Income Portfolio | — | — | — | $5K | <0.1% | |
| TIAA Access Nuveen Inflation Linked Bond Fund | — | — | — | $5K | <0.1% | |
| VALIC International Value Fund | — | — | — | $4K | <0.1% | |
| VOYA Glob Insights Port Init | — | — | — | $4K | <0.1% | |
| TIAA Access Nuveen Lifecycle 2035 Fund | — | — | — | $3K | <0.1% | |
| VOYA VY Invesco Equity & Income Portfolio | — | — | — | $3K | <0.1% | |
| TIAA Access Nuveen Large Cap Responsible Equity Fund | — | — | — | $3K | <0.1% | |
| VALIC Emerging Economies Fund | — | — | — | $2K | <0.1% | |
| VOYA Solution Conservative Portfolio | — | — | — | $2K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive 2 | — | — | — | $1K | <0.1% |