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Original filing (PDF)20250724122146NAL0002642515001
THE WINSTON PREPARATORY SCHOOL
Form 5500
FILING_RECEIVED
THE WINSTON PREPARATORY SCHOOL 403(B) DC PLAN
403(b) retirement plan
Active participants
203
Accounts w/ balance
330
Plan assets (EOY)
$38.8M
Net assets (EOY)
$38.8M
How this plan invests
This plan
1 pooled trust
Schedule D
66 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE WINSTON PREPARATORY SCHOOL.
Plan sponsor
Name
THE WINSTON PREPARATORY SCHOOL
EIN
13-3085860
Address
126 WEST 17TH STREET · NEW YORK, NY · 10011
Phone
(646) 638-2705
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
2025-07-24
Pension benefit codes
2L · 403(b)(1) annuity
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BEDERSON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $30K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BEDERSON LLP | 22-2978848 | — | AUDITOR | $15K | — |
| BAKER TILLY US, LLP | 46-2648231 | — | AUDITOR | $12K | — |
Investments
64 direct securities · 1 pooled fund· $35.5M(91% 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
$34.5M
64 holdings
Pooled Separate Account
$976K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| College Retirement Equities Fund variable annuities CREF Stock R1 | — | — | — | $4.8M | 12.3% | |
| College Retirement Equities Fund variable annuities CREF Growth R1 | — | — | — | $3.3M | 8.6% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2040 R6 | — | — | — | $2.7M | 6.9% | |
| College Retirement Equities Fund variable annuities CREF Equity Index R1 | — | — | — | $2.6M | 6.6% | |
| College Retirement Equities Fund variable annuities Vanguard 500 Idx Adm | — | — | — | $1.9M | 4.9% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2050 R6 | — | — | — | $1.8M | 4.7% | |
| College Retirement Equities Fund variable annuities CREF Global Equities R1 | — | — | — | $1.8M | 4.7% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2035 R6 | — | — | — | $1.8M | 4.7% | |
| College Retirement Equities Fund variable annuities CREF Core Bond R1 | — | — | — | $1.2M | 3.1% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2055 R6 | — | — | — | $1.1M | 2.8% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2045 R6 | — | — | — | $1.1M | 2.8% | |
| College Retirement Equities Fund variable annuities CREF Money Market R1 | — | — | — | $1.1M | 2.7% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2030 R6 | — | — | — | $1.0M | 2.6% | |
| TIAA REAL ESTATE TIAA CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $976K | 2.5% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2025 R6 | — | — | — | $928K | 2.4% | |
| College Retirement Equities Fund variable annuities CREF Social Choice R1 | — | — | — | $636K | 1.6% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2050 T4 | — | — | — | $531K | 1.4% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2020 R6 | — | — | — | $525K | 1.4% | |
| College Retirement Equities Fund variable annuities Participant Loan Fund | — | — | — | $366K | 0.9% | |
| College Retirement Equities Fund variable annuities Harbor Capital Appreciation Rt | — | — | — | $339K | 0.9% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2060 R6 | — | — | — | $331K | 0.9% | |
| College Retirement Equities Fund variable annuities CREF Inflation-Linked Bond R1 | — | — | — | $322K | 0.8% | |
| College Retirement Equities Fund variable annuities Vanguard Small-Cap Idx Adm | — | — | — | $294K | 0.8% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2015 R6 | — | — | — | $280K | 0.7% | |
| College Retirement Equities Fund variable annuities CohenSteers Real Estate Secs I | — | — | — | $228K | 0.6% | |
| College Retirement Equities Fund variable annuities MFS Intl Diversification Cl R6 | — | — | — | $224K | 0.6% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2035 T4 | — | — | — | $202K | 0.5% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2040 T4 | — | — | — | $200K | 0.5% | |
| College Retirement Equities Fund variable annuities Guggenheim Total Ret Bd Instl | — | — | — | $178K | 0.5% | |
| College Retirement Equities Fund variable annuities JPMorgan Equity Inc Fd Cla R6 | — | — | — | $177K | 0.5% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive 2 | — | — | — | $163K | 0.4% | |
| College Retirement Equities Fund variable annuities Vanguard Mid-Cap Idx Adm | — | — | — | $159K | 0.4% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Intl Equity T4 | — | — | — | $156K | 0.4% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2045 T4 | — | — | — | $154K | 0.4% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2055 T4 | — | — | — | $149K | 0.4% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2030 T4 | — | — | — | $145K | 0.4% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2020 T4 | — | — | — | $144K | 0.4% | |
| College Retirement Equities Fund variable annuities iShares MSCI EAFE Intl Idx K | — | — | — | $136K | 0.4% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Core Equity T4 | — | — | — | $112K | 0.3% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Qt Sm Cp Eq T4 | — | — | — | $88K | 0.2% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2025 T4 | — | — | — | $88K | 0.2% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Lrg Cap Gr T4 | — | — | — | $79K | 0.2% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Mid Cap Val T4 | — | — | — | $70K | 0.2% | |
| College Retirement Equities Fund variable annuities Vanguard Intr-Trm Invt Gd Adm | — | — | — | $68K | 0.2% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv RlEstSecSel T4 | — | — | — | $68K | 0.2% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Lrg Cap Val T4 | — | — | — | $68K | 0.2% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Sm Cp Bl Ix T4 | — | — | — | $58K | 0.1% | |
| College Retirement Equities Fund variable annuities American Funds New World R6 | — | — | — | $55K | 0.1% | |
| College Retirement Equities Fund variable annuities John Hancock Discip V Md Cp R6 | — | — | — | $54K | 0.1% | |
| College Retirement Equities Fund variable annuities Goldman Sachs SmCp Eq Ins Inst | — | — | — | $53K | 0.1% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2010 R6 | — | — | — | $46K | 0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Core Pl Bd T4 | — | — | — | $42K | 0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LgCp Res Eq T4 | — | — | — | $39K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Mid Cap Grw T4 | — | — | — | $38K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Equity Idx T4 | — | — | — | $38K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2015 T4 | — | — | — | $30K | <0.1% | |
| College Retirement Equities Fund variable annuities Plan Loan Default Fund | — | — | — | $28K | <0.1% | |
| College Retirement Equities Fund variable annuities Nuveen Money Market R6 | — | — | — | $25K | <0.1% | |
| College Retirement Equities Fund variable annuities CREF Stock R4 | — | — | — | $23K | <0.1% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2065 R6 | — | — | — | $22K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LfCy Rt Inc T4 | — | — | — | $15K | <0.1% | |
| College Retirement Equities Fund variable annuities BlackRock Strategic Inc Opp K | — | — | — | $13K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2060 T4 | — | — | — | $9K | <0.1% | |
| College Retirement Equities Fund variable annuities Lord Abbett Short Duratn Ic R6 | — | — | — | $4K | <0.1% | |
| College Retirement Equities Fund variable annuities CREF Social Choice R4 | — | — | — | $2K | <0.1% |
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