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Original filing (PDF)20250731110318NAL0012992450001
WEST SIDE MONTESSORI SCHOOL
Form 5500
FILING_RECEIVED
WEST SIDE MONTESSORI SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
86
Accounts w/ balance
167
Plan assets (EOY)
$10.8M
Net assets (EOY)
$10.8M
How this plan invests
This plan
1 pooled trust
Schedule D
81 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
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 WEST SIDE MONTESSORI SCHOOL.
Plan sponsor
Name
WEST SIDE MONTESSORI SCHOOL
EIN
13-1992185
Address
309 W 92ND STREET · NEW YORK, NY · 100257213
Phone
(212) 662-8000
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
2025-07-31
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
71 direct securities · 1 pooled fund· $11.0M(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
$9.8M
69 holdings
Insurance Contracts
$1.1M
1 holding
Pooled Separate Account
$77K
1 holding
Mutual Funds
$38K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2025 Inv | — | — | — | $1.1M | 10.3% | |
| s * TIAA Traditional Non Benefit Responsive | Insurance Contracts | — | — | $1.1M | 9.7% | |
| T. Rowe Price Retirement 2055 Inv | — | — | — | $992K | 9.2% | |
| T. Rowe Price Retirement 2050 Inv | — | — | — | $963K | 8.9% | |
| Variable Annuity Contracts * CREF Stock R1 | — | — | — | $843K | 7.8% | |
| T. Rowe Price Retirement 2040 Inv | — | — | — | $769K | 7.1% | |
| T. Rowe Price Retirement 2035 Inv | — | — | — | $579K | 5.4% | |
| T. Rowe Price Retirement 2030 Inv | — | — | — | $484K | 4.5% | |
| T. Rowe Price Retirement 2015 Inv | — | — | — | $412K | 3.8% | |
| T. Rowe Price Blue Chip Growth Inv | — | — | — | $355K | 3.3% | |
| CREF Social Choice R1 | — | — | — | $282K | 2.6% | |
| CREF Equity Index R1 | — | — | — | $238K | 2.2% | |
| T. Rowe Price Retirement 2045 Inv | — | — | — | $215K | 2.0% | |
| CREF Global Equities R1 | — | — | — | $186K | 1.7% | |
| CREF Growth R1 | — | — | — | $169K | 1.6% | |
| T. Rowe Price Retirement Balanced Inv | — | — | — | $157K | 1.5% | |
| CREF Money Market R1 | — | — | — | $153K | 1.4% | |
| CREF Bond Market R1 | — | — | — | $140K | 1.3% | |
| T. Rowe Price Retirement 2060 Inv | — | — | — | $130K | 1.2% | |
| Fidelity 500 Index | — | — | — | $117K | 1.1% | |
| T. Rowe Price Dividend Growth Inv | — | — | — | $108K | 1.0% | |
| T. Rowe Price T. ROWE PRICE U.S. LARGE-CAP CORE INV | — | — | — | $107K | 1.0% | |
| US LCC FD | — | — | — | $107K | 1.0% | |
| T. Rowe Price Columbia M | — | — | — | $93K | 0.9% | |
| Columbia Small Cap Index Instl2 | — | — | — | $92K | 0.8% | |
| T. Rowe Price Value Inv | — | — | — | $80K | 0.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $77K | 0.7% | |
| College Retirement Equities Fund variable annuities TIAA Real Estate | — | — | — | $77K | 0.7% | |
| DFA Emerging Markets Portfolio I | — | — | — | $66K | 0.6% | |
| T. Rowe Price Retirement 2020 Inv | — | — | — | $64K | 0.6% | |
| Metropolitan West Total Return Bond Inst | — | — | — | $63K | 0.6% | |
| T. Rowe Price Intl Equity Index Inv | — | — | — | $47K | 0.4% | |
| T. Rowe Price Equity Index 500 Inv | — | — | — | $46K | 0.4% | |
| s * T. Rowe Price International Stock Inv | Mutual Funds | — | — | $38K | 0.4% | |
| T. Rowe Price Retirement 2065 Inv | — | — | — | $33K | 0.3% | |
| T. Rowe Price Health Sciences Inv | — | — | — | $32K | 0.3% | |
| CREF Inflation-Linked Bond R1 | — | — | — | $30K | 0.3% | |
| TIAA Access Lg-Cap Val T4 | — | — | — | $30K | 0.3% | |
| T. Rowe Price Target 2055 Inv | — | — | — | $30K | 0.3% | |
| T. Rowe Price Intl Discovery Inv | — | — | — | $29K | 0.3% | |
| TIAA Access Sml Cap Eq T4 | — | — | — | $29K | 0.3% | |
| TIAA Access Lifecycle 2050 T4 | — | — | — | $27K | 0.3% | |
| T. Rowe Price New Income Inv | — | — | — | $27K | 0.3% | |
| T. Rowe Price Government Money Inv | — | — | — | $26K | 0.2% | |
| DFA International Small Company Port I | — | — | — | $25K | 0.2% | |
| PIMCO Low Duration Fund, Inst | — | — | — | $21K | 0.2% | |
| Templeton Global Bond R6 | — | — | — | $20K | 0.2% | |
| TIAA Access Real Est Secs T4 | — | — | — | $19K | 0.2% | |
| TIAA Access Intl Equity T4 | — | — | — | $19K | 0.2% | |
| T. Rowe Price New Horizons Inv | — | — | — | $18K | 0.2% | |
| T. Rowe Price New ERA | — | — | — | $17K | 0.2% | |
| TIAA Access Lifecycle 2040 T4 | — | — | — | $17K | 0.2% | |
| T. Rowe Price Small-Cap Value Inv | — | — | — | $16K | 0.1% | |
| TIAA Access Lifecycle 2045 T4 | — | — | — | $16K | 0.1% | |
| T. Rowe Price Equity Income Inv | — | — | — | $14K | 0.1% | |
| TIAA Access Equity Index T4 | — | — | — | $14K | 0.1% | |
| T. Rowe Price Spectrum International Equity | — | — | — | $13K | 0.1% | |
| T. Rowe Price Small-Cap Stock Inv | — | — | — | $13K | 0.1% | |
| DFA US TAR | — | — | — | $10K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Sm Cp Bl Ix T4 | — | — | — | $9K | <0.1% | |
| TIAA Access Lifecycle 2055 T4 | — | — | — | $7K | <0.1% | |
| TIAA Access Lg-Cap Gr T4 | — | — | — | $5K | <0.1% | |
| T. Rowe Price Global Real Estate Inv | — | — | — | $3K | <0.1% | |
| T. Rowe Price Capital Appreciation Inv | — | — | — | $2K | <0.1% | |
| T. Rowe Price Intl Value Equity Inv | — | — | — | $2K | <0.1% | |
| TIAA Access Mid-Cap Val T4 | — | — | — | $2K | <0.1% | |
| TIAA Access Social Ch Eq T4 | — | — | — | $2K | <0.1% | |
| T. Rowe Price Corporation Inc | — | — | — | $2K | <0.1% | |
| T. Rowe Price Real Estate Inv | — | — | — | $2K | <0.1% | |
| TIAA Access Lfcyle Rtmt Inc T4 | — | — | — | $2K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Core Equity T4 | — | — | — | $2K | <0.1% | |
| TIAA Access Mid-Cap Gr T4 | — | — | — | $1K | <0.1% |
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