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Original filing (PDF)20241002155308NAL0008577137001
ST. HILDA'S AND ST. HUGH'S SCHOOL
Form 5500
FILING_RECEIVED
TIAA-CREF DEFERRED COMPENSATION 403(B) PLAN FOR ST. HILDA'S AND ST. HUGH'S SCHOOL
403(b) retirement plan
Active participants
55
Accounts w/ balance
170
Plan assets (EOY)
$25.8M
Net assets (EOY)
$25.8M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 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
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ST. HILDA'S AND ST. HUGH'S SCHOOL.
Plan sponsor
Name
ST. HILDA'S AND ST. HUGH'S SCHOOL
EIN
13-1860029
Address
619 WEST 114TH STREET · NEW YORK, NY · 100257906
Phone
(212) 932-1980
Industry
Educational Servicessee all
Plan administrator
Name
ST. HILDAS AND ST. HUGHS SCHOOL
EIN
13-1860029
City
NEW YORK, NY
Phone
(212) 932-1980
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-02
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $3K | — |
Investments
1 pooled fund· $1.2M(4% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TIAA REAL ESTATE ACCOUNT TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $1.2M | 4.5% |
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