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

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).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BEAVER COUNTRY DAY SCHOOL, INC..

Plan sponsor

Name

BEAVER COUNTRY DAY SCHOOL, INC.

EIN

04-2103869all 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%