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Original filing (PDF)20251015155543NAL0002589331001
TUXEDO PARK SCHOOL
Form 5500
FILING_RECEIVED
TUXEDO PARK SCHOOL 403(B) DC PLAN
403(b) retirement plan
Active participants
47
Accounts w/ balance
156
Plan assets (EOY)
$11.5M
Net assets (EOY)
$11.5M
How this plan invests
This plan
1 pooled trust
Schedule D
34 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 TUXEDO PARK SCHOOL.
Plan sponsor
Name
TUXEDO PARK SCHOOL
EIN
14-1364656
Address
150 CAMP COMFORT ROAD · TUXEDO PARK, NY · 109873902
Phone
(845) 351-4737
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
2025-10-15
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
33 direct securities · 1 pooled fund· $11.5M(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
$11.1M
33 holdings
Pooled Separate Account
$390K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF | — | — | — | $2.7M | 23.7% | |
| TIAA | — | — | — | $2.7M | 23.3% | |
| CREF | — | — | — | $1.2M | 10.4% | |
| CREF | — | — | — | $915K | 7.9% | |
| CREF | — | — | — | $600K | 5.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $390K | 3.4% | |
| CREF | — | — | — | $324K | 2.8% | |
| TIAA | — | — | — | $320K | 2.8% | |
| CREF | — | — | — | $200K | 1.7% | |
| TIAA | — | — | — | $198K | 1.7% | |
| TIAA | — | — | — | $184K | 1.6% | |
| TIAA | — | — | — | $181K | 1.6% | |
| TIAA | — | — | — | $175K | 1.5% | |
| TIAA | — | — | — | $169K | 1.5% | |
| TIAA | — | — | — | $130K | 1.1% | |
| TIAA | — | — | — | $128K | 1.1% | |
| CREF | — | — | — | $128K | 1.1% | |
| TIAA | — | — | — | $127K | 1.1% | |
| TIAA | — | — | — | $91K | 0.8% | |
| TIAA | — | — | — | $90K | 0.8% | |
| CREF | — | — | — | $88K | 0.8% | |
| TIAA | — | — | — | $84K | 0.7% | |
| TIAA | — | — | — | $64K | 0.6% | |
| TIAA | — | — | — | $63K | 0.5% | |
| TIAA | — | — | — | $57K | 0.5% | |
| TIAA | — | — | — | $56K | 0.5% | |
| TIAA | — | — | — | $51K | 0.4% | |
| TIAA | — | — | — | $33K | 0.3% | |
| TIAA | — | — | — | $28K | 0.2% | |
| TIAA | — | — | — | $20K | 0.2% | |
| TIAA | — | — | — | $16K | 0.1% | |
| TIAA | — | — | — | $10K | <0.1% | |
| TIAA | — | — | — | $387 | <0.1% | |
| TIAA | — | — | — | $158 | <0.1% |
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