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Original filing (PDF)20260320123228NAL0006182384001
EAGLE HILL SCHOOL
Form 5500
FILING_RECEIVED
EAGLE HILL FOUNDATION INC. 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
116
Accounts w/ balance
174
Plan assets (EOY)
$32.5M
Net assets (EOY)
$32.5M
How this plan invests
This plan
31 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 (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EAGLE HILL SCHOOL.
Plan sponsor
Name
EAGLE HILL SCHOOL
EIN
06-1072231
Address
45 GLENVILLE ROAD · GREENWICH, CT · 068315331
Phone
(203) 622-9240
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-20
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BERNARD ROBINSON & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $41K | — |
Investments
31 direct securities· $32.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Funds Inc Prin LifeTime Hybrid 2035 R6 | — | — | — | $5.8M | 17.8% | |
| Principal Funds Inc Prin LifeTime Hybrid 2030 R6 | — | — | — | $4.5M | 14.0% | |
| Principal Funds Inc Prin LifeTime Hybrid Inc R6 | — | — | — | $2.5M | 7.9% | |
| Principal Funds Inc Prin LifeTime Hybrid 2050 R6 | — | — | — | $2.5M | 7.8% | |
| Vanguard Group Vanguard Windsor II Inv Fund | — | — | — | $2.4M | 7.3% | |
| Principal Funds Inc Prin LifeTime Hybrid 2025 R6 | — | — | — | $2.2M | 6.9% | |
| Principal Funds Inc Prin LifeTime Hybrid 2045 R6 | — | — | — | $1.9M | 5.7% | |
| Principal Funds Inc Prin LifeTime Hybrid 2040 R6 | — | — | — | $1.9M | 5.7% | |
| Principal Funds Inc Prin LifeTime Hybrid 2015 R6 | — | — | — | $1.1M | 3.3% | |
| Principal Funds Inc Principal Bond Mkt Ind Inst Fd | — | — | — | $994K | 3.1% | |
| Principal Funds Inc Prin LgCp S&P 500 Idx Inst Fd | — | — | — | $901K | 2.8% | |
| Vanguard Group Vanguard Growth Index Adm Fund | — | — | — | $694K | 2.1% | |
| Principal Funds Inc Principal Int'l Eq Ind R6 Fd | — | — | — | $679K | 2.1% | |
| Principal Funds Inc Prin LifeTime Hybrid 2060 R6 | — | — | — | $613K | 1.9% | |
| Vanguard Group Vanguard Sm Cap Val Idx Adm Fd | — | — | — | $592K | 1.8% | |
| Principal Funds Inc Princ SmallCap Growth I R6 Fd | — | — | — | $445K | 1.4% | |
| Vanguard Group Vanguard GNMA Inv Fund | — | — | — | $308K | 0.9% | |
| Principal Funds Inc Prin LgCap Growth I R6 Fund | — | — | — | $307K | 0.9% | |
| Principal Funds Inc Prin SmCp S&P 600 Idx R6 Fd | — | — | — | $292K | 0.9% | |
| Principal Funds Inc Prin Equity Income Inst Fund | — | — | — | $286K | 0.9% | |
| Vanguard Group Vanguard MidCap Val Idx Adm Fd | — | — | — | $256K | 0.8% | |
| Vanguard Group Vanguard Sm Cap Gr Idx Adm Fd | — | — | — | $237K | 0.7% | |
| Vanguard Group Vanguard MidCp Grth Idx Adm Fd | — | — | — | $159K | 0.5% | |
| Principal Funds Inc Prin LifeTime Hybrid 2065 R6 | — | — | — | $146K | 0.4% | |
| Principal Funds Inc Prin MidCap S&P 400 Idx R6 Fd | — | — | — | $125K | 0.4% | |
| Principal Life Insurance Company Prin Fixed Inc Guar Option | — | — | — | $118K | 0.4% | |
| Participant Loans | — | — | — | $98K | 0.3% | |
| Principal Funds Inc Prin LifeTime Hybrid 2055 R6 | — | — | — | $94K | 0.3% | |
| TIAA Investments Nuveen Quant Mid Cap Gro R6 Fd | — | — | — | $53K | 0.2% | |
| SEI TRUST COMPANY Allspring Spec M Cap Value R6 | — | — | — | $28K | <0.1% | |
| JP Morgan Funds JP Morgan Sm Cap Value R6 Fund | — | — | — | $659 | <0.1% |