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Original filing (PDF)20250711093217NAL0004134499001
KENT PLACE SCHOOL
Form 5500
FILING_RECEIVED
KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
229
Accounts w/ balance
409
Plan assets (EOY)
$69.4M
Net assets (EOY)
$69.4M
How this plan invests
This plan
1 pooled trust
Schedule D
42 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 (1 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KENT PLACE SCHOOL.
Plan sponsor
Name
KENT PLACE SCHOOL
EIN
22-1487233
Address
42 NORWOOD AVENUE · SUMMIT, NJ · 07901
Phone
(908) 273-0900
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
2025-07-11
Pension benefit codes
2A · Age/service weighted or new comparability
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $375 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS, LLC | 36-4001764 | — | ADVISOR | $7K | — |
Investments
41 direct securities · 1 pooled fund· $68.0M(98% 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
$65.4M
41 holdings
Pooled Separate Account
$2.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| REGISTERED INVESTMENT COMPANIES * TIAA-CREF CREF Stock R1 | — | — | — | $11.3M | 16.3% | |
| INSURANCE COMPANY GENERAL CONTRACT, AT FAIR VALUE * TIAA Traditional Annuity Account - Non Benefit Responsive | — | — | — | $9.3M | 13.5% | |
| TIAA-CREF CREF Growth R1 | — | — | — | $4.4M | 6.3% | |
| TIAA-CREF Nuveen LfCycle Ix 2040 Retire | — | — | — | $3.9M | 5.7% | |
| TIAA-CREF Nuveen LfCycle Ix 2035 Retire | — | — | — | $3.8M | 5.5% | |
| Vanguard 500 Idx Adm | — | — | — | $3.0M | 4.3% | |
| TIAA-CREF Nuveen LfCycle Ix 2025 Retire | — | — | — | $2.9M | 4.2% | |
| TIAA-CREF CREF Global Equities R1 | — | — | — | $2.7M | 3.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.6M | 3.8% | |
| TIAA-CREF Nuveen LfCycle Ix 2045 Retire | — | — | — | $2.6M | 3.8% | |
| TIAA-CREF CREF Equity Index R1 | — | — | — | $2.2M | 3.2% | |
| TIAA-CREF Nuveen LfCycle Ix 2030 Retire | — | — | — | $2.0M | 2.9% | |
| TIAA-CREF Nuveen LfCycle Ix 2050 Retire | — | — | — | $1.8M | 2.5% | |
| Vanguard Small-Cap Idx Adm | — | — | — | $1.7M | 2.5% | |
| Vanguard Federal Money Mkt Inv | — | — | — | $1.6M | 2.4% | |
| TIAA-CREF Nuveen LfCycle Ix 2020 Retire | — | — | — | $1.6M | 2.3% | |
| Vanguard Ttl Intl Stk Idx Adm | — | — | — | $1.4M | 2.1% | |
| PIMCO RAE US Institutional Sh | — | — | — | $1.2M | 1.8% | |
| Vanguard Mid-Cap Idx Adm | — | — | — | $1.2M | 1.7% | |
| TIAA-CREF CREF Social Choice R1 | — | — | — | $1.1M | 1.6% | |
| PGIM Jennison Growth Z | — | — | — | $918K | 1.3% | |
| American Funds AF EuroPacific Growth Fund R4 | — | — | — | $848K | 1.2% | |
| TIAA-CREF CREF Core Bond R1 | — | — | — | $654K | 0.9% | |
| Vanguard Ttl Bd Mkt Idx Adm | — | — | — | $627K | 0.9% | |
| TIAA-CREF CREF Money Market R1 | — | — | — | $490K | 0.7% | |
| TIAA-CREF Nuveen LfCycle Ix 2055 Retire | — | — | — | $392K | 0.6% | |
| TIAA-CREF Nuveen LfCycle Ix 2015 Retire | — | — | — | $383K | 0.6% | |
| TIAA-CREF CREF Inflation-Linked Bond R1 | — | — | — | $345K | 0.5% | |
| Metropolitan West Metropolitan West Tot Ret Bd M | — | — | — | $235K | 0.3% | |
| Vanguard 500 Index Adm | — | — | — | $161K | 0.2% | |
| TIAA-CREF Nuveen LfCycle Ix 2060 Retire | — | — | — | $90K | 0.1% | |
| Vanguard Growth Index Adm | — | — | — | $83K | 0.1% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $33K | <0.1% | |
| Vanguard Balanced Index Adm | — | — | — | $30K | <0.1% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $28K | <0.1% | |
| TIAA-CREF Nuveen LfCycle Ix 2010 Retire | — | — | — | $14K | <0.1% | |
| TIAA-CREF Nuveen LfCycle Ix 2065 Retire | — | — | — | $12K | <0.1% | |
| Vanguard Windsor Adm | — | — | — | $7K | <0.1% | |
| Vanguard International Value Inv | — | — | — | $6K | <0.1% | |
| Vanguard STAR Inv | — | — | — | $4K | <0.1% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $2K | <0.1% |
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