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Original filing (PDF)20251010115727NAL0004206611001
THE HARVEY SCHOOL
Form 5500
FILING_RECEIVED
THE HARVEY SCHOOL RETIREMENT PLAN
403(b) retirement plan
Signals · 1
32% in single holding
Active participants
87
Accounts w/ balance
190
Plan assets (EOY)
$15.4M
Net assets (EOY)
$15.4M
How this plan invests
This plan
1 pooled trust
Schedule D
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
84
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "CREF CREF Stock R1" is 32% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE HARVEY SCHOOL.
Plan sponsor
Name
THE HARVEY SCHOOL
EIN
13-1740454
Address
260 JAY STREET · KATONAH, NY · 105363707
Phone
(914) 232-3161
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
2025-10-10
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
9 direct securities · 1 pooled fund· $15.4M(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.
Uncategorized
$14.8M
9 holdings
Pooled Separate Account
$668K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock R1 | — | — | — | $5.0M | 32.1% | |
| TIAA Traditional Nonbenefit Responsive | — | — | — | $3.3M | 21.2% | |
| CREF Equity Index R1 | — | — | — | $1.8M | 11.6% | |
| CREF Growth R1 | — | — | — | $1.7M | 10.9% | |
| CREF Global Equities R1 | — | — | — | $1.2M | 7.6% | |
| CREF Money Market R1 | — | — | — | $1.1M | 6.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $668K | 4.3% | |
| CREF Core Bond R1 | — | — | — | $465K | 3.0% | |
| CREF Inflation-Linked Bond R1 | — | — | — | $234K | 1.5% | |
| CREF Social Choice R1 | — | — | — | $137K | 0.9% |
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