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Original filing (PDF)20250930095916NAL0016316691001
PRESBYTERIAN SCHOOL
Form 5500
FILING_RECEIVED
PRESBYTERIAN SCHOOL 403(B) PLAN
403(b) retirement plan
Active participants
167
Accounts w/ balance
256
Plan assets (EOY)
$22.3M
Net assets (EOY)
$22.3M
How this plan invests
This plan
1 pooled trust
Schedule D
35 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRESBYTERIAN SCHOOL.
Plan sponsor
Name
PRESBYTERIAN SCHOOL
EIN
76-0282995
Address
40 OAKDALE STREET · HOUSTON, TX · 77006
Phone
(713) 620-6355
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
2025-09-30
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
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)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $34K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $25K | — |
| ASSUREDPARTNERS CAPITAL INC | — | LAKE MARY, FL | INVESTMENT ADVISOR | $16K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE BENEFIT GROUP OF HOUSTON | — | HOUSTON, TX | CONTRACT ADMIN | $0 | — |
Investments
34 direct securities · 1 pooled fund· $22.3M(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
$22.1M
34 holdings
Pooled Separate Account
$199K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Growth Account | — | — | — | $2.8M | 12.4% | |
| American Funds American Funds 2050 Target Date Retirement Fund | — | — | — | $2.3M | 10.4% | |
| CREF Stock Account | — | — | — | $1.9M | 8.8% | |
| American Funds American Funds 2035 Target Date Retirement Fund | — | — | — | $1.9M | 8.3% | |
| Fidelity 500 Index Fund | — | — | — | $1.7M | 7.6% | |
| TIAA Traditional Annuity Account | — | — | — | $1.3M | 6.0% | |
| J.P. Morgan Asset Management JPMorgan Large Cap Growth Fund | — | — | — | $1.3M | 5.9% | |
| CREF Global Equities Account | — | — | — | $909K | 4.1% | |
| American Funds American Funds 2045 Target Date Retirement Fund | — | — | — | $871K | 3.9% | |
| American Funds American Funds 2040 Target Date Retirement Fund | — | — | — | $834K | 3.7% | |
| CREF Equity Index Account | — | — | — | $796K | 3.6% | |
| American Funds American Funds 2030 Target Date Retirement Fund | — | — | — | $698K | 3.1% | |
| Fidelity Total Bond Fund | — | — | — | $642K | 2.9% | |
| American Funds American Funds 2055 Target Date Retirement Fund | — | — | — | $423K | 1.9% | |
| Avantis International Equity Fund | — | — | — | $413K | 1.9% | |
| Fidelity Small Cap Index Fund | — | — | — | $378K | 1.7% | |
| American Funds American Funds 2025 Target Date Retirement Fund | — | — | — | $374K | 1.7% | |
| CREF Money Market Account | — | — | — | $369K | 1.7% | |
| MFS Investment Management MFS Value Fund | — | — | — | $368K | 1.7% | |
| J.P. Morgan Asset Management JPMorgan Mid Cap Growth Fund | — | — | — | $278K | 1.3% | |
| MFS Investment Management MFS Mid Cap Value Fund | — | — | — | $230K | 1.0% | |
| CREF Social Choice Account | — | — | — | $200K | 0.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $199K | 0.9% | |
| PGIM High-Yield Fund | — | — | — | $165K | 0.7% | |
| American Funds American Funds 2060 Target Date Retirement Fund | — | — | — | $154K | 0.7% | |
| American Funds American Funds New World Fund | — | — | — | $124K | 0.6% | |
| American Funds American Funds New Perspective Fund | — | — | — | $119K | 0.5% | |
| Massachusetts Mutual Life Insurance Company MassMutual Capital Preservation Account | — | — | — | $119K | 0.5% | |
| CREF Bond Market Account | — | — | — | $93K | 0.4% | |
| Fidelity Small Cap Growth Fund | — | — | — | $87K | 0.4% | |
| Avantis U.S. Small Cap Value Fund | — | — | — | $64K | 0.3% | |
| American Funds American Funds 2065 Target Date Retirement Fund | — | — | — | $55K | 0.2% | |
| 9.50% with various maturity dates | — | — | — | $52K | 0.2% | |
| CREF Inflation-Linked Bond Account | — | — | — | $21K | <0.1% | |
| American Funds American Funds 2010 Target Date Retirement Fund | — | — | — | $6K | <0.1% |
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