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Original filing (PDF)20251015124958NAL0009317746001
LE JARDIN ACADEMY
Form 5500
FILING_RECEIVED
LE JARDIN ACADEMY 403(B) DC PLAN
403(b) retirement plan
Active participants
311
Accounts w/ balance
374
Plan assets (EOY)
$25.0M
Net assets (EOY)
$25.0M
How this plan invests
This plan
1 pooled trust
Schedule D
44 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
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LE JARDIN ACADEMY.
Plan sponsor
Name
LE JARDIN ACADEMY
EIN
99-0146978
Address
917 KALANIANAOLE HWY · KAILUA, HI · 967340707
Phone
(808) 261-0707
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
2025-10-15
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KHM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $301 | — |
Investments
32 direct securities · 1 pooled fund· $25.9M(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
$24.1M
31 holdings
Pooled Separate Accounts
$867K
1 holding
Pooled Separate Account
$867K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| College Retirement Equities Fund variable annuities CREF Stock R1 | — | — | — | $5.3M | 21.2% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive | — | — | — | $3.9M | 15.4% | |
| College Retirement Equities Fund variable annuities CREF Growth R1 | — | — | — | $3.4M | 13.5% | |
| CREF Equity Index R1, 4,870 shares | — | — | — | $2.5M | 9.8% | |
| CREF Global Equities R1, 5,523 shares | — | — | — | $1.9M | 7.5% | |
| CREF Money Market R1, 33,991 shares | — | — | — | $990K | 4.0% | |
| BlackRock Life Idx 2040 Inv A, 43,915 shares | — | — | — | $896K | 3.6% | |
| * TIAA Real Estate, 1,880 shares | Pooled Separate Accounts | — | — | $867K | 3.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $867K | 3.5% | |
| CREF Core Bond R1, 5,720 shares | — | — | — | $751K | 3.0% | |
| CREF Social Choice R1, 1,882 shares | — | — | — | $678K | 2.7% | |
| BlackRock Life Idx 2045 Inv A, 28,224 shares | — | — | — | $625K | 2.5% | |
| BlackRock Life Idx 2035 Inv A, 27,812 shares | — | — | — | $525K | 2.1% | |
| BlackRock Life Idx 2030 Inv A, 26,298 shares | — | — | — | $449K | 1.8% | |
| CREF Inflation-Linked Bond R1, 5,328 shares | — | — | — | $441K | 1.8% | |
| TIAA Traditional Annuity | — | — | — | $266K | 1.1% | |
| BlackRock Life Idx 2050 Inv A, 10,446 shares | — | — | — | $242K | 1.0% | |
| Nuveen Lg-Cap Gr Idx-Rtmt, 3,272 shares | — | — | — | $221K | 0.9% | |
| Nuveen Eq Index-Rtmt, 4,539 shares | — | — | — | $189K | 0.8% | |
| iShares Russell MC Idx Inv A, 11,616 shares | — | — | — | $171K | 0.7% | |
| BlackRock Life Idx Ret Inv A, 11,087 shares | — | — | — | $153K | 0.6% | |
| Nuveen Intl Eq Idx-Rtmt, 6,224 shares | — | — | — | $141K | 0.6% | |
| BlackRock Life Idx 2055 Inv A , 5,808 shares | — | — | — | $139K | 0.6% | |
| TIAA Stable Value | — | — | — | $88K | 0.4% | |
| Nuveen ST Bond Idx-Rtmt, 6,764 shares | — | — | — | $65K | 0.3% | |
| Calamos Evolving World Grwth I, 3,190 shares | — | — | — | $61K | 0.2% | |
| BlackRock LifePath Ix 60 Inv A, 2,361 shares | — | — | — | $51K | 0.2% | |
| College Retirement Equities Fund variable annuities Nuveen Money Market Retirement | — | — | — | $46K | 0.2% | |
| Cohen & Steers Realty Shares, 504 shares | — | — | — | $33K | 0.1% | |
| College Retirement Equities Fund variable annuities Putnam Income Fund - Class Y | — | — | — | $16K | <0.1% | |
| BlackRock LiP Index 2065 Inv A, 949 shares | — | — | — | $14K | <0.1% | |
| iShares Rus 2000 SmCp Ix Inv A,5542 shares | — | — | — | $14K | <0.1% | |
| College Retirement Equities Fund variable annuities Mirova Global Sustain Equity Y | — | — | — | $10K | <0.1% |
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