How big is Trinity-Pawling School's plan?

Trinity-Pawling School's plan reported $33.7M in assets and 112 participants for 2024.

Original filing (PDF)20260129161044NAL0003601043002

Trinity-Pawling School

Name: Trinity-Pawling School — Trinity-Pawling School, Form 5500 (2024)
Creator: Trinity-Pawling School
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Trinity-Pawling School Retirement Plan

403(b) retirement plan · Trinity-Pawling School's Trinity-Pawling School Retirement Plan held $33.7M in plan assets for 112 participants in 2024, with TIAA as recordkeeper.

Active participants

112

Accounts w/ balance

302

Plan assets (EOY)

$33.7M

Net assets (EOY)

$33.7M

Plan identifiers

Trinity-Pawling School's EIN is 14-1601551.

EIN 14-1601551

Plan number 004

Plan year 2024

ACK ID 20260129161044NAL0003601043002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trinity-Pawling School from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trinity-Pawling School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRINITY-PAWLING SCHOOL.

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How this plan invests

This plan

1 pooled trust

Schedule D

56 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

TRINITY-PAWLING SCHOOL

EIN

all filings

Address

700 ROUTE 22 · PAWLING, NY · 125641254

Phone

(845) 855-3100

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-29

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

UHY LLP

Trustee / custodian

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA - TEACHERS INSURANCE AND ANNUI	13-1624203	NEW YORK, NY	NONE	$44K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
KESTRA ADVISORY SERVICES, LLC	35-2552359	WEST HARTFORD, CT	NONE	$12K	—
UHY LLP

Investments

56 direct securities · 1 pooled fund· $31.3M(93% 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.

Other securities

$20.8M

26 holdings

Mutual Funds

$5.1M

20 holdings

Common Collective Trusts

$3.7M

6 holdings

Pooled Separate Account

$864K

1 holding

Common Stocks

$711K

2 holdings

Cash / Money Market

$51K

1 holding

Bonds / Notes

$32K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

TIAA / Nuveen$7.0M Vanguard$835K Wells Fargo / Allspring$823K JPMorgan$667K Neuberger Berman$187K

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Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.

					% of plan
American Fds 2030 Tar Ret R6 Mutual Fund	Other securities	—	—	$3.6M	10.8%
American Fds 2040 Tar Ret R6 Mutual Fund	Other securities	—	—	$2.4M	7.2%
American Fds 2025 Tar Ret R6 Mutual Fund	Other securities	—	—	$2.4M	7.1%
College Retirement Equities Fund Stock R1 Mutual Fund	Other securities	—	—	$2.0M	5.9%
TIAA Traditional Non Benefit Responsive Non-benefit responsive contract	Mutual Funds	—	—	$2.0M	5.8%
American Fds 2050 Tar Ret R6 Mutual Fund	Other securities	—	—	$1.3M	3.9%
College Retirement Equities Fund Growth R1 Mutual Fund	Other securities	—	—	$1.3M	3.9%
AB Large Cap Growth Fund I Mutual Fund	Other securities	—	—	$1.3M	3.8%
College Retirement Equities Fund Equity Index R1 Mutual Fund	Common Collective Trusts	—	—	$963K	2.9%
FIXED ANNUITY CONTRACTS * TIAA Traditional Benefit Responsive Benefit responsive contract	Mutual Funds	—	—	$878K	2.6%
AM FDS New Perspective R5 Mutual Fund	Other securities	—	—	$877K	2.6%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$864K	2.6%
American Fds 2045 Tar Ret R6 Mutual Fund	Other securities	—	—	$842K	2.5%
Vanguard Mid-Cap Idx Adm Mutual Fund	Common Collective Trusts	—	—	$835K	2.5%
Nuveen Internatl Eq Idx R6 Mutual Fund	Common Collective Trusts	—	—	$774K	2.3%
TIAA Traditional Non Benefit Responsive 2 Non-benefit responsive contract	Mutual Funds	—	—	$771K	2.3%
College Retirement Equities Fund Social Choice R1 Mutual Fund	Other securities	—	—	$760K	2.3%
Allspring Core Bond Inst Mutual Fund	Other securities	—	—	$687K	2.0%
JPMorgan Equity Inc Fd Cla R6 Mutual Fund	Common Stocks	—	—	$667K	2.0%
Nuveen Small Cap Bld Idx R6 Mutual Fund	Common Collective Trusts	—	—	$637K	1.9%
College Retirement Equities Fund Global Equities R1 Mutual Fund	Other securities	—	—	$606K	1.8%
American Fds 2020 Tar Ret R6 Mutual Fund	Other securities	—	—	$572K	1.7%
Nuveen Equity Index R6 Mutual Fund	Common Collective Trusts	—	—	$519K	1.5%
TIAA Traditional Benefit Responsive 2 Benefit responsive contract	Mutual Funds	—	—	$518K	1.5%
American Fds 2055 Tar Ret R6 Mutual Fund	Other securities	—	—	$385K	1.1%
American Fds 2060 Tar Ret R6 Mutual Fund	Other securities	—	—	$383K	1.1%
Parnassus Core Equity Inst Mutual Fund	Other securities	—	—	$380K	1.1%
Neuberger Berman Small Cap Grwth Mutual Fund	Other securities	—	—	$187K	0.6%
College Retirement Equities Fund Bond R1 Mutual Fund	Other securities	—	—	$185K	0.6%
College Retirement Equities Fund Inflation-Linked Bond R1 Mutual Fund	Other securities	—	—	$162K	0.5%
Teachers Insurance Annuity Association Access Nuveen Lrg-Cap Val T4 Mutual Fund	Mutual Funds	—	—	$143K	0.4%
Teachers Insurance Annuity Association Access Nuveen Lifecycle 2040 T4 Mutual Fund	Mutual Funds	—	—	$139K	0.4%
Allspring Spec Mid Cap Val R6 Mutual Fund	Other securities	—	—	$136K	0.4%
Teachers Insurance Annuity Association Access Nuveen Intl Equity T4 Mutual Fund	Mutual Funds	—	—	$132K	0.4%
Nuveen Real Est Sec Sel R6 Mutual Fund	Mutual Funds	—	—	$114K	0.3%
Nuveen Core Bond R6 Mutual Fund	Mutual Funds	—	—	$99K	0.3%
Amer Century Small Cap Value I Mutual Fund	Other securities	—	—	$80K	0.2%
Nuveen Money Market R6 Mutual Fund	Mutual Funds	—	—	$71K	0.2%
Federated Hermes MDT Mid Cap Grwth R6 Mutual Fund	Other securities	—	—	$65K	0.2%
Teachers Insurance Annuity Association Access Nuveen Lifecycle 2035 T4 Mutual Fund	Mutual Funds	—	—	$57K	0.2%
Teachers Insurance Annuity Association Access Nuveen Real Est Secs T4 Mutual Fund	Mutual Funds	—	—	$55K	0.2%
American Fds 2065 Tar Ret R6 Mutual Fund	Other securities	—	—	$52K	0.2%
College Retirement Equities Fund Money Market R1 Mutual Fund	Cash / Money Market	—	—	$51K	0.2%
Teachers Insurance Annuity Association Access Nuveen Qt Sm Cp Eq T4 Mutual Fund	Mutual Funds	—	—	$46K	0.1%
Teachers Insurance Annuity Association Access Nuveen Mid-Cap Val T4 Mutual Fund	Mutual Funds	—	—	$46K	0.1%
AXA Equity/Common Stock Index Mutual Fund	Common Stocks	—	—	$45K	0.1%
Notes receivable from participants Interest rates from 4.25% - 9.50% -	Bonds / Notes	—	—	$32K	<0.1%
Teachers Insurance Annuity Association Access Nuveen Lg-Cap Res Eq T4 Mutual Fund	Mutual Funds	—	—	$30K	<0.1%
AXA Multimanager Aggressive Equity Mutual Fund	Other securities	—	—	$18K	<0.1%
Teachers Insurance Annuity Association Access Nuveen Lifecycle 2050 T4 Mutual Fund	Mutual Funds	—	—	$13K	<0.1%