Original filing (PDF)20250828103757NAL0017886752001

THE INDEPENDENT DAY SCHOOL

Name: THE INDEPENDENT DAY SCHOOL — TIAA-CREF RETIREMENT PLAN FOR THE FACULTY & ADMINISTRATION OF THE INDEPENDENT DAY SCHOOL, Form 5500 (2022)
Creator: THE INDEPENDENT DAY SCHOOL

Form 5500-SF

FILING_RECEIVED

TIAA-CREF RETIREMENT PLAN FOR THE FACULTY & ADMINISTRATION OF THE INDEPENDENT DAY SCHOOL

Defined-contribution retirement plan

Signals · 1

Late filing · 28.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE INDEPENDENT DAY SCHOOL.

Plan sponsor

Name

THE INDEPENDENT DAY SCHOOL

EIN

06-6012653

Address

115 LAUREL BROOK RD · MIDDLEFIELD, CT · 064551253

Phone

(860) 740-4029

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-05-31

Filed

2025-08-28

Pension benefit codes

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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