How big is The College Preparatory School's plan?

The College Preparatory School's plan reported $49.7M in assets and 93 participants for 2024.

Original filing (PDF)20250611171458NAL0012392147001

The College Preparatory School

Name: The College Preparatory School — The College, Form 5500 (2024)
Creator: The College Preparatory School
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The College Preparatory School 403(b) Defined Contribution Plan

403(b) retirement plan · The College Preparatory School's The College Preparatory School 403(b) Defined Contribution Plan held $49.7M in plan assets for 93 participants in 2024, with TIAA as recordkeeper.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

232

Plan assets (EOY)

$49.7M

Net assets (EOY)

$49.7M

People on this filing

Thanh TRAN signed The College Preparatory School's 2024 Form 5500 as plan administrator.

Thanh TRAN — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The College Preparatory School's EIN is 94-1492272.

EIN 94-1492272

Plan number 001

Plan year 2024

ACK ID 20250611171458NAL0012392147001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The College Preparatory School from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The College Preparatory School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA), 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE COLLEGE PREPARATORY SCHOOL.

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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

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

THE COLLEGE PREPARATORY SCHOOL

EIN

all filings

Address

6100 BROADWAY · OAKLAND, CA · 94618

Phone

(510) 652-0111

Industry

Educational Services

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

2025-06-11

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

SMITH & HOWARD

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	RECORDKEEPER	$29K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY	26-4310632	—	ADVISOR	$30K	—

Investments

63 direct securities · 1 pooled fund· $54.6M(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.

Mutual Funds

$28.0M

33 holdings

Other securities

$18.6M

18 holdings

Common Collective Trusts

$6.8M

9 holdings

Pooled Separate Account

$735K

1 holding

Stable Value

$234K

1 holding

Common Stocks

$125K

1 holding

Participant loans

$17K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

TIAA / Nuveen$32.5M Vanguard$4.6M Prudential / PGIM$2.7M MFS$1.7M PIMCO$205K American Funds (Capital Group)$131K BlackRock / iShares$110K Invesco$75K

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					% of plan
TIAA Traditional Annuity Contract (NFBR)	Mutual Funds	—	—	$4.9M	9.8%
College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive	Mutual Funds	—	—	$4.1M	8.2%
American Fds 2040 Tar Ret R6	Other securities	—	—	$3.4M	6.9%
TIAA Traditional Annuity Contract (FBR)	Mutual Funds	—	—	$3.4M	6.9%
CREF Stock R1	Mutual Funds	—	—	$3.3M	6.7%
American Fds 2030 Tar Ret R6	Other securities	—	—	$3.0M	6.1%
American Fds 2035 Tar Ret R6	Other securities	—	—	$2.9M	5.7%
CREF Growth R1	Mutual Funds	—	—	$2.6M	5.3%
American Fds 2025 Tar Ret R6	Other securities	—	—	$2.5M	5.1%
PGIM Jennison Growth Class R6	Other securities	—	—	$2.3M	4.7%
Vanguard 500 Idx Adm	Common Collective Trusts	—	—	$2.3M	4.6%
CREF Equity Index R1	Common Collective Trusts	—	—	$2.1M	4.3%
MFS Value Fund Class R6	Mutual Funds	—	—	$1.7M	3.3%
CREF Social Choice R1	Mutual Funds	—	—	$1.6M	3.3%
CREF Global Equities R1	Mutual Funds	—	—	$1.5M	3.1%
American Fds 2045 Tar Ret R6	Other securities	—	—	$870K	1.8%
CREF Core Bond R1	Mutual Funds	—	—	$839K	1.7%
College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive 2	Mutual Funds	—	—	$815K	1.6%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$735K	1.5%
American Fds 2050 Tar Ret R6	Other securities	—	—	$692K	1.4%
Vanguard Ttl Intl Stk Idx Adm	Common Collective Trusts	—	—	$689K	1.4%
American EuroPac Growth R6	Other securities	—	—	$676K	1.4%
Vanguard Small-Cap Idx Adm	Common Collective Trusts	—	—	$675K	1.4%
TIAA Access Nuv Intl Equity T4	Mutual Funds	—	—	$503K	1.0%
American Fds 2055 Tar Ret R6	Other securities	—	—	$463K	0.9%
TIAA Access Nuv Lrg Cap Val T4	Mutual Funds	—	—	$408K	0.8%
PGIM Total Return Bond R6	Other securities	—	—	$397K	0.8%
Vanguard Ttl Bd Mkt Idx Adm	Common Collective Trusts	—	—	$372K	0.7%
Vanguard Mid-Cap Idx Adm	Common Collective Trusts	—	—	$336K	0.7%
Victory Syc Establish Value I	Other securities	—	—	$300K	0.6%
CREF Inflation-Linked Bond R1	Mutual Funds	—	—	$292K	0.6%
TIAA Access Nuv Qt Sm Cp Eq T4	Mutual Funds	—	—	$289K	0.6%
TIAA Access Nuv Sm Cp Bl Ix T4	Mutual Funds	—	—	$268K	0.5%
CREF Money Market R1	Mutual Funds	—	—	$256K	0.5%
American Fds New World R6	Other securities	—	—	$251K	0.5%
TIAA Stable Value	Stable Value	—	—	$234K	0.5%
American Fds 2060 Tar Ret R6	Other securities	—	—	$233K	0.5%
American Fds 2020 Tar Ret R6	Other securities	—	—	$219K	0.4%
American Fds 2015 Tar Ret R6	Other securities	—	—	$205K	0.4%
TIAA Access Nuv RlEstSecSel T4	Mutual Funds	—	—	$190K	0.4%
Vanguard Real Estate Idx Adm	Common Collective Trusts	—	—	$186K	0.4%
TIAA Access Nuv LgCp Res Eq T4	Mutual Funds	—	—	$160K	0.3%
TIAA Access Nuv Mid Cap Val T4	Mutual Funds	—	—	$147K	0.3%
American Funds Balanced Fd R6	Mutual Funds	—	—	$131K	0.3%
PIMCO Intl Bd USDolHed Inst	Mutual Funds	—	—	$131K	0.3%
Victory Sycamore Sm-Co Opp R6	Common Stocks	—	—	$125K	0.3%
TIAA Access Nuv Core Pl Bd T4	Mutual Funds	—	—	$121K	0.2%
BlackRock Mid Cap Growth Eq K	Other securities	—	—	$110K	0.2%
TIAA Access Nuv Mid Cap Grw T4	Mutual Funds	—	—	$81K	0.2%
Invesco Oppenheimer Discvry R6	Mutual Funds	—	—	$75K	0.2%

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