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Original filing (PDF)20250521163457NAL0002068193001
KING SCHOOL, INC.
Form 5500
FILING_RECEIVED
KING SCHOOL, INC. SECTION 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
322
Accounts w/ balance
391
Plan assets (EOY)
$54.1M
Net assets (EOY)
$54.1M
How this plan invests
This plan
1 pooled trust
Schedule D
51 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 (8 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KING SCHOOL, INC..
Plan sponsor
Name
KING SCHOOL, INC.
EIN
06-1229222
Address
1450 NEWFIELD AVE · STAMFORD, CT · 06905
Phone
(203) 322-3496
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-21
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $44K | — |
Investments
50 direct securities · 1 pooled fund· $54.0M(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
$53.6M
50 holdings
Pooled Separate Account
$372K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non-Benefit-Responsive Fixed annuity contracts | — | — | — | $6.0M | 11.1% | |
| CREF Growth R1 Variable annuity | — | — | — | $4.8M | 8.9% | |
| Vanguard 500 Idx Adm Mutual fund | — | — | — | $4.7M | 8.7% | |
| CREF Stock R1 Variable annuity | — | — | — | $4.1M | 7.6% | |
| Nuveen LfCycle Ix 2035 R6 Mutual fund | — | — | — | $2.6M | 4.7% | |
| CREF Equity Index R1 Variable annuity | — | — | — | $2.3M | 4.2% | |
| Nuveen LfCycle Ix 2040 R6 Mutual fund | — | — | — | $2.1M | 3.8% | |
| PGIM Jennison Growth Z Mutual fund | — | — | — | $1.8M | 3.3% | |
| American Fd New Perspective R6 Mutual fund | — | — | — | $1.8M | 3.3% | |
| Nuveen LfCycle Ix 2045 R6 Mutual fund | — | — | — | $1.8M | 3.2% | |
| CREF Global Equities R1 Variable annuity | — | — | — | $1.6M | 3.0% | |
| TIAA Traditional Benefit-Responsive Fixed annuity contracts | — | — | — | $1.5M | 2.8% | |
| Vanguard Value Index Adm Mutual fund | — | — | — | $1.4M | 2.6% | |
| TIAA Stable Value Fixed annuity contracts | — | — | — | $1.3M | 2.4% | |
| Nuveen LfCycle Ix 2050 R6 Mutual fund | — | — | — | $1.3M | 2.4% | |
| Vanguard Intr-Trm Bnd Idx Adm Mutual fund | — | — | — | $1.2M | 2.3% | |
| Nuveen LfCycle Ix 2025 R6 Mutual fund | — | — | — | $1.2M | 2.3% | |
| Nuveen LfCycle Ix 2055 R6 Mutual fund | — | — | — | $894K | 1.7% | |
| Vanguard Federal Money Mkt Inv Mutual fund | — | — | — | $828K | 1.5% | |
| DFA International Core Eq Inst Mutual fund | — | — | — | $721K | 1.3% | |
| Columbia Small Cp Indx Instl 2 Mutual fund | — | — | — | $668K | 1.2% | |
| American Funds Balanced Fd R6 Mutual fund | — | — | — | $633K | 1.2% | |
| Nuveen LfCycle Ix 2030 R6 Mutual fund | — | — | — | $632K | 1.2% | |
| Vanguard Mid-Cap Value Idx Adm Mutual fund | — | — | — | $624K | 1.2% | |
| Nuveen LfCycle Ix 2020 R6 Mutual fund | — | — | — | $612K | 1.1% | |
| BlackRock High Yield Inst Mutual fund | — | — | — | $592K | 1.1% | |
| Columbia Mid Cap Index Inst2 Mutual fund | — | — | — | $544K | 1.0% | |
| CREF Money Market R1 Variable annuity | — | — | — | $510K | 0.9% | |
| Principal Real Estate Sec Inst Mutual fund | — | — | — | $457K | 0.8% | |
| Hartford International Opp Y Mutual fund | — | — | — | $454K | 0.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $372K | 0.7% | |
| American Funds CapIncBuild R6 Mutual fund | — | — | — | $370K | 0.7% | |
| Nuveen LfCycle Ix 2060 R6 Mutual fund | — | — | — | $355K | 0.7% | |
| Principal MidCap Institutional Mutual fund | — | — | — | $354K | 0.7% | |
| American Funds New World R6 Mutual fund | — | — | — | $320K | 0.6% | |
| DFA Inflation ProtSecPortInst Mutual fund | — | — | — | $314K | 0.6% | |
| CREF Social Choice R1 Variable annuity | — | — | — | $310K | 0.6% | |
| Vanguard Small-Cap Val Idx Adm Mutual fund | — | — | — | $263K | 0.5% | |
| Nuveen LfCycle Ix 2065 R6 Mutual fund | — | — | — | $254K | 0.5% | |
| CREF Core Bond R1 Variable annuity | — | — | — | $242K | 0.4% | |
| Participants Participant Loans Rates of 4.25% to 9.50% - | — | — | — | $179K | 0.3% | |
| PGIM Short-Term Corp Bd Z Mutual fund | — | — | — | $178K | 0.3% | |
| Similar Party Par or Maturity Value Cost** Value PIMCO Intl Bd USDolHed Inst Mutual fund | — | — | — | $171K | 0.3% | |
| PGIM Total Return Bond R6 Mutual fund | — | — | — | $163K | 0.3% | |
| Vanguard Intl Growth Adm Mutual fund | — | — | — | $124K | 0.2% | |
| CREF Inflation-Linked Bond R1 Variable annuity | — | — | — | $120K | 0.2% | |
| Principal Glbl Real Est Sec R6 Mutual fund | — | — | — | $92K | 0.2% | |
| Principal Sml Cp Growth I Inst Mutual fund | — | — | — | $82K | 0.2% | |
| Nuveen LfCycle Ix 2010 R6 Mutual fund | — | — | — | $69K | 0.1% | |
| Nuveen LfCycle Ix 2015 R6 Mutual fund | — | — | — | $1K | <0.1% | |
| Nuveen LfCyc Ix Ret Inc R6 Mutual fund | — | — | — | $1K | <0.1% |
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