Back to filter
Original filing (PDF)20260303172506NAL0002447473001
THE CHILD SCHOOL
Form 5500
FILING_RECEIVED
THE CHILD SCHOOL 403(B) DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
132
Accounts w/ balance
231
Plan assets (EOY)
$9.8M
Net assets (EOY)
$9.8M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 CHILD SCHOOL.
Plan sponsor
Name
THE CHILD SCHOOL
EIN
13-2785566
Address
587 MAIN STREET · ROOSEVELT ISLAND, NY · 10044
Phone
(212) 223-5055
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-03
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
22 direct securities · 1 pooled fund· $9.4M(96% 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
$9.0M
21 holdings
Pooled Separate Account
$381K
1 holding
Mutual Funds
$9K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity - Non-Benefit-Responsive * Teachers Insurance and Annuity Association of America TIAA Traditional Non-Benefit-Responsive | — | — | — | $1.7M | 17.2% | |
| College Retirement Equities Fund CREF Stock R1 | — | — | — | $1.6M | 16.3% | |
| TIAA Traditional Annuity - Fully Benefit-Responsive * Teachers Insurance and Annuity Association of America TIAA Traditional Benefit-Responsive | — | — | — | $759K | 7.7% | |
| TIAA Investments TIAA Access Nuv LifCyc 2050 T4 | — | — | — | $736K | 7.5% | |
| College Retirement Equities Fund CREF Grow th R1 | — | — | — | $732K | 7.4% | |
| TIAA Investments TIAA Access Nuv LifCyc 2055 T4 | — | — | — | $558K | 5.7% | |
| College Retirement Equities Fund CREF Money Market R1 | — | — | — | $454K | 4.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $381K | 3.9% | |
| College Retirement Equities Fund CREF Global Equities R1 | — | — | — | $367K | 3.7% | |
| TIAA Investments TIAA Access Nuv LifCyc 2035 T4 | — | — | — | $351K | 3.6% | |
| TIAA Investments TIAA Access Nuv LifCyc 2045 T4 | — | — | — | $342K | 3.5% | |
| College Retirement Equities Fund CREF Equity Index R1 | — | — | — | $314K | 3.2% | |
| TIAA Investments TIAA Access Nuv LifCyc 2025 T4 | — | — | — | $305K | 3.1% | |
| TIAA Investments TIAA Access Nuv LifCyc 2060 T4 | — | — | — | $221K | 2.3% | |
| TIAA Investments TIAA Access Nuv LifCyc 2030 T4 | — | — | — | $213K | 2.2% | |
| TIAA Investments TIAA Access Nuv LifCyc 2020 T4 | — | — | — | $153K | 1.6% | |
| College Retirement Equities Fund CREF Social Choice R1 | — | — | — | $75K | 0.8% | |
| through March 2030 | — | — | — | $49K | 0.5% | |
| TIAA Investments TIAA Access Nuv LifCyc 2040 T4 | — | — | — | $42K | 0.4% | |
| Variable Annuity Accounts * College Retirement Equities Fund CREF Core Bond R1 | — | — | — | $42K | 0.4% | |
| s * TIAA Investments TIAA Access Nuv LifCyc 2010 T4 | Mutual Funds | — | — | $9K | <0.1% | |
| College Retirement Equities Fund CREF Inflation-Linked Bond R1 | — | — | — | $4K | <0.1% | |
| TIAA Investments TIAA Access Nuv LifCyc 2015 T4 | — | — | — | $2K | <0.1% |
Related plans
Similar-size Educational Services plans
CULTURAL EXPERIENCES ABROAD, LLC.
CULTURAL EXPERIENCES ABROAD, LLC. 401(K) PLAN
$9.8M · 158 participants
SAVANNAH CHRISTIAN PREPARATORY SCHOOL, INC.
SAVANNAH CHRISTIAN PREPARATORY SCHOOL, INC. 401(K) PLAN
$9.8M · 204 participants
LEMOYNE OWEN COLLEGE
LEMOYNE OWEN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN
$9.8M · 119 participants
HAMADEH EDUCATIONAL SERVICES, INC.
HAMADEH EDUCATIONAL SERVICES, INC. 401K PROFIT SHARING PLAN
$9.8M · 186 participants
BROWNE ACADEMY
BROWNE ACADEMY 403B DC PLAN
$9.8M · 53 participants
THOMAS EDISON CHARTER SCHOOL
TECS 401(K) PROFIT SHARING PLAN
$9.8M · 92 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B