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Original filing (PDF)20260302152601NAL0003365538001
BEAVER COUNTRY DAY SCHOOL, INC.
Form 5500
FILING_RECEIVED
BEAVER COUNTRY DAY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
140
Accounts w/ balance
356
Plan assets (EOY)
$51.5M
Net assets (EOY)
$51.5M
How this plan invests
This plan
1 pooled trust
Schedule D
58 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 (10 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEAVER COUNTRY DAY SCHOOL, INC..
Plan sponsor
Name
BEAVER COUNTRY DAY SCHOOL, INC.
EIN
04-2103869
Address
791 HAMMOND STREET · CHESTNUT HILL, MA · 024672317
Phone
(617) 738-2700
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
2026-03-02
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
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE AND ANNUI | 13-1624203 | NEW YORK, NY | CUSTODIAN | $25K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANPILOT, LLC | 45-4168388 | CHICAGO, IL | ADVISOR | $5K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AAFCPAS, INC. | 04-2571780 | WESTBOROUGH, MA | AUDITOR | $21K | — |
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.
Uncategorized
$50.2M
57 holdings
Pooled Separate Account
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock R1 Variable Annuity | — | — | — | $9.5M | 18.3% | |
| TIAA Traditional Non Benefit Responsive TIAA Traditional Annuity | — | — | — | $6.1M | 11.7% | |
| Contract - Non-Benefit- Responsive ** CREF Growth R1 Variable Annuity | — | — | — | $3.5M | 6.8% | |
| Nuveen Lifecycle Index 2035-Inst Mutual Fund | — | — | — | $3.4M | 6.5% | |
| Nuveen Lifecycle Index 2045-Inst Mutual Fund | — | — | — | $2.7M | 5.2% | |
| CREF Equity Index R1 Variable Annuity | — | — | — | $2.6M | 5.0% | |
| Nuveen Lifecycle Index 2040-Inst Mutual Fund | — | — | — | $2.4M | 4.7% | |
| CREF Global Equities R1 Variable Annuity | — | — | — | $2.0M | 3.9% | |
| Nuveen Lifecycle Index 2055-Inst Mutual Fund | — | — | — | $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 | — | — | — | $1.2M | 2.3% | |
| Nuveen Lifecycle Index 2050-Inst Mutual Fund | — | — | — | $1.2M | 2.3% | |
| TIAA Traditional Fully Benefit Responsive *** TIAA Traditional Annuity | — | — | — | $1.1M | 2.1% | |
| Contract - Fully Benefit- Responsive ** CREF Social Choice R1 Variable Annuity | — | — | — | $1.0M | 2.0% | |
| Nuveen International Equities Index-Rtmt Mutual Fund | — | — | — | $991K | 1.9% | |
| Nuveen Lifecycle Index 2030-Inst Mutual Fund | — | — | — | $902K | 1.8% | |
| TIAA Access Nuveen International Equity T4 Separate Account | — | — | — | $648K | 1.3% | |
| CREF Money Market R1 Variable Annuity | — | — | — | $644K | 1.2% | |
| Nuveen Large Cap Responsible Equity Fund Mutual Fund | — | — | — | $642K | 1.2% | |
| Vanguard Value Index Adm Mutual Fund | — | — | — | $608K | 1.2% | |
| Vanguard Small-Cap Index Adm Mutual Fund | — | — | — | $546K | 1.1% | |
| Vanguard Growth Index Adm Mutual Fund | — | — | — | $527K | 1.0% | |
| Vanguard Mid-Cap Index Adm Mutual Fund | — | — | — | $475K | 0.9% | |
| TIAA Access Lifecycle 2035 T4 Separate Account | — | — | — | $447K | 0.9% | |
| CREF Core Bond R1 Variable Annuity | — | — | — | $418K | 0.8% | |
| TIAA Access Lifecycle 2040 T4 Separate Account | — | — | — | $377K | 0.7% | |
| Vanguard Emerging Markets Stock Index Adm Mutual Fund | — | — | — | $363K | 0.7% | |
| TIAA Access Nuveen Mid-Cap Value T4 Separate Account | — | — | — | $325K | 0.6% | |
| Nuveen Lifecycle Index 2025-Inst Mutual Fund | — | — | — | $315K | 0.6% | |
| First Eagle Global Fund Class R6 Mutual Fund | — | — | — | $303K | 0.6% | |
| CREF Inflation Linked Bond R1 Variable Annuity | — | — | — | $282K | 0.5% | |
| TIAA Access Nuveen Small Cap Equity T4 Separate Account | — | — | — | $275K | 0.5% | |
| TIAA Access Nuveen Large Cap Value T4 Separate Account | — | — | — | $270K | 0.5% | |
| TIAA Access Nuveen Small Cap Blended Index T4 Separate Account | — | — | — | $247K | 0.5% | |
| Nuveen Lifecycle Index 2060-Inst Mutual Fund | — | — | — | $239K | 0.5% | |
| TIAA Access Lifecycle 2045 T4 Separate Account | — | — | — | $200K | 0.4% | |
| TIAA Access Lifecycle 2050 T4 Separate Account | — | — | — | $178K | 0.3% | |
| TIAA Access Nuveen Real Estate Secs T4 Separate Account | — | — | — | $170K | 0.3% | |
| Metropolitan West Total Return Bond M Mutual Fund | — | — | — | $166K | 0.3% | |
| TIAA Access Nuveen Mid-Cap Growth T4 Separate Account | — | — | — | $163K | 0.3% | |
| TIAA Access Nuv Core Equity T4 Separate Account | — | — | — | $150K | 0.3% | |
| Vanguard Total International Bond Index Adm Mutual Fund | — | — | — | $125K | 0.2% | |
| Vanguard Inflation Protected Sec Adm Mutual Fund | — | — | — | $123K | 0.2% | |
| Vanguard Total Bond Market Index Adm Mutual Fund | — | — | — | $110K | 0.2% | |
| Notes Receivable from Participants Interest rates ranging from - | — | — | — | $101K | 0.2% | |
| TIAA Access Nuveen Large Cap Growth T4 Separate Account | — | — | — | $85K | 0.2% | |
| TIAA Access Nuveen Lifecycle 2060 T4 Separate Account | — | — | — | $77K | 0.1% | |
| TIAA Access Nuveen Lifecycle 2030 T4 Separate Account | — | — | — | $75K | 0.1% | |
| TIAA Access Nuveen Core Bond Plus T4 Separate Account | — | — | — | $63K | 0.1% | |
| Nuveen Lifecycle Index 2015-Inst Mutual Fund | — | — | — | $51K | <0.1% | |
| TIAA Access Nuveen Lifecycle 2020 T4 Separate Account | — | — | — | $50K | <0.1% | |
| TIAA Access Nuveen Equity Index T4 Separate Account | — | — | — | $44K | <0.1% | |
| TIAA Access Lifecycle Retirement Income T4 Separate Account | — | — | — | $42K | <0.1% | |
| Nuveen Core Impact Bd-Inst Mutual Fund | — | — | — | $35K | <0.1% | |
| TIAA Access Nuv LgCp Res Eq T4 Separate Account | — | — | — | $29K | <0.1% | |
| Nuveen Lifecycle Index 2065-Inst Mutual Fund | — | — | — | $21K | <0.1% | |
| Nuveen Lifecycle Index 2020-Inst Mutual Fund | — | — | — | $12K | <0.1% | |
| Included in the Notes Receivable from Participants balance is $7,477 of plan loans, which are included in | — | — | — | $7K | <0.1% |