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Original filing (PDF)20250702133544NAL0013748129001
THE WINSOR SCHOOL
Form 5500
FILING_RECEIVED
WINSOR SCHOOL 403B PLAN
403(b) retirement plan
Signals · 2
66% in single holdingNo recordkeeper disclosed
Active participants
136
Accounts w/ balance
383
Plan assets (EOY)
$66.4M
Net assets (EOY)
$66.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: TIAA REAL ESTATE ACCOUNT (extraction pending)]" is 66% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (8 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE WINSOR SCHOOL.
Plan sponsor
Name
THE WINSOR SCHOOL
EIN
04-2105842
Address
103 PILGRIM ROAD · BOSTON, MA · 02215
Phone
(617) 735-9519
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
2025-07-02
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $29K | — |
| TWELVE POINTS WEALTH MGMT | 46-5061538 | — | NONE | $25K | — |
| FIDELITY INVESTMENTS INST OPER COMP | 04-2647786 | — | NONE | $215 | — |
Investments
2 pooled funds· $1.4M(2% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA CREF REAL ESTATE TIAA CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $940K | 1.4% | |
| TIAA CREF REAL ESTATE TIAA CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $480K | 0.7% |
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