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Original filing (PDF)20260129111244NAL0005426321001
ANNIE WRIGHT SCHOOLS
Form 5500
FILING_RECEIVED
ANNIE WRIGHT SCHOOLS DC RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
323
Accounts w/ balance
406
Plan assets (EOY)
$30.7M
Net assets (EOY)
$30.7M
How this plan invests
This plan
1 pooled trust
Schedule D
63 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 (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANNIE WRIGHT SCHOOLS.
Plan sponsor
Name
ANNIE WRIGHT SCHOOLS
EIN
91-0567266
Address
827 N. TACOMA AVE. · TACOMA, WA · 984032832
Phone
(253) 284-8620
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-29
Pension benefit codes
2F · ERISA section 404(c)
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
DWYER, PEMBERTON & COULSON, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 95-2834236 | SAN DIEGO, CA | ADVISOR | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA TEACHERS INSURANCE & ANNUITY | 13-1624203 | NEW YORK, NY | ASSET HOLDER | $27K | — |
Investments
62 direct securities · 1 pooled fund· $30.6M(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
$30.2M
62 holdings
Pooled Separate Account
$387K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive TIAA Traditional Annuities | — | — | — | $3.6M | 11.9% | |
| CREF Stock R1 Registered Investment Company | — | — | — | $2.5M | 8.1% | |
| Vanguard Target Retire 2035 Registered Investment Company | — | — | — | $2.2M | 7.1% | |
| Vanguard Target Retire 2040 Registered Investment Company | — | — | — | $2.1M | 7.0% | |
| Vanguard Target Retire 2045 Registered Investment Company | — | — | — | $1.9M | 6.3% | |
| Vanguard Target Retire 2030 Registered Investment Company | — | — | — | $1.8M | 6.0% | |
| Vanguard Target Retire 2050 Registered Investment Company | — | — | — | $1.8M | 5.8% | |
| TIAA Traditional Benefit Responsive TIAA Traditional Annuities | — | — | — | $1.8M | 5.8% | |
| CREF Global Equities R1 Registered Investment Company | — | — | — | $1.4M | 4.4% | |
| CREF Growth R1 Registered Investment Company | — | — | — | $1.3M | 4.4% | |
| CREF Equity Index R1 Registered Investment Company | — | — | — | $1.1M | 3.6% | |
| Vanguard Target Retire 2055 Registered Investment Company | — | — | — | $1.1M | 3.6% | |
| Vanguard Target Retire 2025 Registered Investment Company | — | — | — | $846K | 2.8% | |
| Vanguard 500 Idx Adm Registered Investment Company | — | — | — | $665K | 2.2% | |
| Vanguard Target Retire 2060 Registered Investment Company | — | — | — | $488K | 1.6% | |
| CREF Social Choice R1 Registered Investment Company | — | — | — | $418K | 1.4% | |
| Vanguard Target Retire 2065 Registered Investment Company | — | — | — | $416K | 1.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $387K | 1.3% | |
| TIAA Access Nuv Intl Equity T4 TIAA Access Annuities | — | — | — | $355K | 1.2% | |
| CREF Core Bond R1 Registered Investment Company | — | — | — | $323K | 1.1% | |
| TIAA Access Nuv Lrg Cap Val T4 TIAA Access Annuities | — | — | — | $320K | 1.0% | |
| Vanguard Ttl Intl Stk Idx Adm Registered Investment Company | — | — | — | $271K | 0.9% | |
| Nuveen Money Market Retirement Registered Investment Company | — | — | — | $233K | 0.8% | |
| CREF Money Market R1 Registered Investment Company | — | — | — | $223K | 0.7% | |
| TIAA Acecess Nuv Lrg Cap Gr T4 TIAA Access Annuities | — | — | — | $201K | 0.7% | |
| TIAA Access Nuv Core Pl Bd T4 TIAA Access Annuities | — | — | — | $188K | 0.6% | |
| CREF Inflation - Linked Bond R1 Registered Investment Company | — | — | — | $170K | 0.6% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 TIAA Access Annuities | — | — | — | $170K | 0.6% | |
| Vanguard Small-Cap Val Idx Adm Registered Investment Company | — | — | — | $163K | 0.5% | |
| TIAA Access Nuv LifCyc 2045 T4 TIAA Access Annuities | — | — | — | $148K | 0.5% | |
| TIAA Access Nuv Mid Cap Val T4 TIAA Access Annuities | — | — | — | $138K | 0.4% | |
| BlackRock 80/20 Targ Alloc Ins Registered Investment Company | — | — | — | $136K | 0.4% | |
| TIAA Access Nuv LifCyc 2050 T4 TIAA Access Annuities | — | — | — | $136K | 0.4% | |
| Vanguard Ttl Bd Mkt Idx Adm Registered Investment Company | — | — | — | $132K | 0.4% | |
| TIAA Access Nuv Core Equity T4 TIAA Access Annuities | — | — | — | $129K | 0.4% | |
| TIAA Access Nuv RlEstSecSel T4 TIAA Access Annuities | — | — | — | $128K | 0.4% | |
| TIAA Access Nuv LifCyc 2020 T4 TIAA Access Annuities | — | — | — | $110K | 0.4% | |
| Vanguard Mid-Cap Idx Adm Registered Investment Company | — | — | — | $103K | 0.3% | |
| TIAA Access Nuv LifCyc 2055 T4 TIAA Access Annuities | — | — | — | $100K | 0.3% | |
| TIAA Access Nuv Equity Idx T4 TIAA Access Annuities | — | — | — | $91K | 0.3% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 TIAA Access Annuities | — | — | — | $78K | 0.3% | |
| Victory Short Term Bond R6 Registered Investment Company | — | — | — | $72K | 0.2% | |
| TIAA Access Nuv MdCpGrw T4 TIAA Access Annuities | — | — | — | $70K | 0.2% | |
| Vanguard Federal Money Mkt Inv Registered Investment Company | — | — | — | $59K | 0.2% | |
| TIAA Access Nuv LgCp Res Eq T4 TIAA Access Annuities | — | — | — | $51K | 0.2% | |
| American Funds New World R6 Registered Investment Company | — | — | — | $41K | 0.1% | |
| Vanguard Target Retire 2020 Registered Investment Company | — | — | — | $35K | 0.1% | |
| TIAA Access Nuv LifCyc 2035 T4 TIAA Access Annuities | — | — | — | $30K | <0.1% | |
| JPMorgan Large Cap Growth R6 Registered Investment Company | — | — | — | $28K | <0.1% | |
| TIAA Access Nuv LifCyc 2030 T4 TIAA Access Annuities | — | — | — | $23K | <0.1% | |
| TIAA Access Nuv LifCyc 2010 T4 TIAA Access Annuities | — | — | — | $21K | <0.1% | |
| BlackRock Hgh Yld Bd Portf K Registered Investment Company | — | — | — | $20K | <0.1% | |
| Macquarie Small Cap Growth R6 Registered Investment Company | — | — | — | $18K | <0.1% | |
| MFS Value Fund Class R6 Registered Investment Company | — | — | — | $18K | <0.1% | |
| PIMCO Intl Bd USDolHed Inst Registered Investment Company | — | — | — | $17K | <0.1% | |
| TIAA Traditional Non Benefit Responsive 2 TIAA Traditional Annuities | — | — | — | $17K | <0.1% | |
| Vanguard Target Retire Income Registered Investment Company | — | — | — | $16K | <0.1% | |
| TIAA Access Nuv LifCyc 2025 T4 TIAA Access Annuities | — | — | — | $15K | <0.1% | |
| Calvert US LrgCapCo Resp Idx I Registered Investment Company | — | — | — | $13K | <0.1% | |
| TIAA Access Nuv LifCyc 2060 T4 TIAA Access Annuities | — | — | — | $11K | <0.1% | |
| TIAA Access Nuv LifCyc 2040 T4 TIAA Access Annuities | — | — | — | $10K | <0.1% | |
| TIAA Acess Nuv LfCy Rt Inc T4 TIAA Access Annuities | — | — | — | $8K | <0.1% | |
| Dodge & Cox Income Fund I Registered Investment Company | — | — | — | $6K | <0.1% |