How big is Beaver Country Day School, Inc.'s plan?

Beaver Country Day School, Inc.'s plan reported $51.5M in assets and 140 participants for 2024.

Original filing (PDF)20260302152601NAL0003365538001

Beaver Country Day School, Inc.

Name: Beaver Country Day School, Inc. — Beaver Country Day, Form 5500 (2024)
Creator: Beaver Country Day School, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan

403(b) retirement plan · Beaver Country Day School, Inc.'s Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan held $51.5M in plan assets for 140 participants in 2024, with TIAA as recordkeeper.

Active participants

140

Accounts w/ balance

356

Plan assets (EOY)

$51.5M

Net assets (EOY)

$51.5M

Plan identifiers

Beaver Country Day School, Inc.'s EIN is 04-2103869.

EIN 04-2103869

Plan number 001

Plan year 2024

ACK ID 20260302152601NAL0003365538001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Beaver Country Day School, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Beaver Country Day School, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

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

Plan sponsor

Name

BEAVER COUNTRY DAY SCHOOL, INC.

EIN

all filings

Address

791 HAMMOND STREET · CHESTNUT HILL, MA · 024672317

Phone

(617) 738-2700

Industry

Educational Services

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

2026-03-02

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

AAFCPAS, INC.

Trustee / custodian

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA - TEACHERS INSURANCE AND ANNUI	13-1624203	NEW YORK, NY	CUSTODIAN	$25K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PLANPILOT, LLC	45-4168388	CHICAGO, IL	ADVISOR	$5K	—

Accountant / Auditor

Investments

57 direct securities · 1 pooled fund· $51.4M(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

$42.0M

31 holdings

Pooled Separate Accounts

$3.9M

20 holdings

Common Collective Trusts

$3.8M

2 holdings

Pooled Separate Account

$1.2M

1 holding

Other securities

$578K

4 holdings

					% of plan
CREF Stock R1 Variable Annuity	Mutual Funds	—	—	$9.5M	18.3%
TIAA Traditional Non Benefit Responsive TIAA Traditional Annuity	Mutual Funds	—	—	$6.1M	11.7%
Contract - Non-Benefit- Responsive ** CREF Growth R1 Variable Annuity	Mutual Funds	—	—	$3.5M	6.8%
Nuveen Lifecycle Index 2035-Inst Mutual Fund	Mutual Funds	—	—	$3.4M	6.5%
Nuveen Lifecycle Index 2045-Inst Mutual Fund	Mutual Funds	—	—	$2.7M	5.2%
CREF Equity Index R1 Variable Annuity	Common Collective Trusts	—	—	$2.6M	5.0%
Nuveen Lifecycle Index 2040-Inst Mutual Fund	Mutual Funds	—	—	$2.4M	4.7%
CREF Global Equities R1 Variable Annuity	Mutual Funds	—	—	$2.0M	3.9%
Nuveen Lifecycle Index 2055-Inst Mutual Fund	Mutual Funds	—	—	$1.7M	3.4%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$1.2M	2.4%
Vanguard 500 Index Adm Mutual Fund	Common Collective Trusts	—	—	$1.2M	2.3%
Nuveen Lifecycle Index 2050-Inst Mutual Fund	Mutual Funds	—	—	$1.2M	2.3%
TIAA Traditional Fully Benefit Responsive *** TIAA Traditional Annuity	Mutual Funds	—	—	$1.1M	2.1%
Contract - Fully Benefit- Responsive ** CREF Social Choice R1 Variable Annuity	Mutual Funds	—	—	$1.0M	2.0%
Nuveen International Equities Index-Rtmt Mutual Fund	Mutual Funds	—	—	$991K	1.9%
Nuveen Lifecycle Index 2030-Inst Mutual Fund	Mutual Funds	—	—	$902K	1.8%
TIAA Access Nuveen International Equity T4 Separate Account	Pooled Separate Accounts	—	—	$648K	1.3%
CREF Money Market R1 Variable Annuity	Mutual Funds	—	—	$644K	1.2%
Nuveen Large Cap Responsible Equity Fund Mutual Fund	Mutual Funds	—	—	$642K	1.2%
Vanguard Value Index Adm Mutual Fund	Mutual Funds	—	—	$608K	1.2%
Vanguard Small-Cap Index Adm Mutual Fund	Mutual Funds	—	—	$546K	1.1%
Vanguard Growth Index Adm Mutual Fund	Mutual Funds	—	—	$527K	1.0%
Vanguard Mid-Cap Index Adm Mutual Fund	Mutual Funds	—	—	$475K	0.9%
TIAA Access Lifecycle 2035 T4 Separate Account	Pooled Separate Accounts	—	—	$447K	0.9%
CREF Core Bond R1 Variable Annuity	Mutual Funds	—	—	$418K	0.8%
TIAA Access Lifecycle 2040 T4 Separate Account	Pooled Separate Accounts	—	—	$377K	0.7%
Vanguard Emerging Markets Stock Index Adm Mutual Fund	Mutual Funds	—	—	$363K	0.7%
TIAA Access Nuveen Mid-Cap Value T4 Separate Account	Pooled Separate Accounts	—	—	$325K	0.6%
Nuveen Lifecycle Index 2025-Inst Mutual Fund	Mutual Funds	—	—	$315K	0.6%
First Eagle Global Fund Class R6 Mutual Fund	Other securities	—	—	$303K	0.6%
CREF Inflation Linked Bond R1 Variable Annuity	Mutual Funds	—	—	$282K	0.5%
TIAA Access Nuveen Small Cap Equity T4 Separate Account	Pooled Separate Accounts	—	—	$275K	0.5%
TIAA Access Nuveen Large Cap Value T4 Separate Account	Pooled Separate Accounts	—	—	$270K	0.5%
TIAA Access Nuveen Small Cap Blended Index T4 Separate Account	Pooled Separate Accounts	—	—	$247K	0.5%
Nuveen Lifecycle Index 2060-Inst Mutual Fund	Mutual Funds	—	—	$239K	0.5%
TIAA Access Lifecycle 2045 T4 Separate Account	Pooled Separate Accounts	—	—	$200K	0.4%
TIAA Access Lifecycle 2050 T4 Separate Account	Pooled Separate Accounts	—	—	$178K	0.3%
TIAA Access Nuveen Real Estate Secs T4 Separate Account	Pooled Separate Accounts	—	—	$170K	0.3%
Metropolitan West Total Return Bond M Mutual Fund	Other securities	—	—	$166K	0.3%
TIAA Access Nuveen Mid-Cap Growth T4 Separate Account	Pooled Separate Accounts	—	—	$163K	0.3%
TIAA Access Nuv Core Equity T4 Separate Account	Pooled Separate Accounts	—	—	$150K	0.3%
Vanguard Total International Bond Index Adm Mutual Fund	Mutual Funds	—	—	$125K	0.2%
Vanguard Inflation Protected Sec Adm Mutual Fund	Mutual Funds	—	—	$123K	0.2%
Vanguard Total Bond Market Index Adm Mutual Fund	Mutual Funds	—	—	$110K	0.2%
Notes Receivable from Participants Interest rates ranging from -	Other securities	—	—	$101K	0.2%
TIAA Access Nuveen Large Cap Growth T4 Separate Account	Pooled Separate Accounts	—	—	$85K	0.2%
TIAA Access Nuveen Lifecycle 2060 T4 Separate Account	Pooled Separate Accounts	—	—	$77K	0.1%
TIAA Access Nuveen Lifecycle 2030 T4 Separate Account	Pooled Separate Accounts	—	—	$75K	0.1%
TIAA Access Nuveen Core Bond Plus T4 Separate Account	Pooled Separate Accounts	—	—	$63K	0.1%
Nuveen Lifecycle Index 2015-Inst Mutual Fund	Mutual Funds	—	—	$51K	<0.1%