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Original filing (PDF)20251014123544NAL0005850002002
THE ALLENDALE COLUMBIA SCHOOL
Form 5500
FILING_RECEIVED
THE ALLENDALE COLUMBIA SCHOOL DEFINED CONTRIBUTION
403(b) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
102
Accounts w/ balance
253
Plan assets (EOY)
$23.7M
Net assets (EOY)
$23.7M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: TIAA REAL ESTATE ACCOUNT (extraction pending)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ALLENDALE COLUMBIA SCHOOL.
Plan sponsor
Name
THE ALLENDALE COLUMBIA SCHOOL
EIN
16-0983166
Address
519 ALLENS CREEK ROAD · ROCHESTER, NY · 146183497
Phone
(585) 381-4560
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
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICE | 41-2016508 | PLYMOUTH, MN | — | $15K | — |
| BONADIO & CO., LLP | 16-1131146 | PITTSFORD, NY | — | $9K | — |
| TIAA- TEACHERS INSURANCE AND ANNUIT | 13-1624203 | NEW YORK, NY | — | $5K | — |
Investments
1 pooled fund· $414K(2% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $414K | 1.7% |