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Original filing (PDF)20250919101635NAL0002935235001
MORRISTOWN BEARD SCHOOL
Form 5500
FILING_RECEIVED
MORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
216
Accounts w/ balance
438
Plan assets (EOY)
$51.7M
Net assets (EOY)
$51.7M
How this plan invests
This plan
1 pooled trust
Schedule D
75 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 (9 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORRISTOWN BEARD SCHOOL.
Plan sponsor
Name
MORRISTOWN BEARD SCHOOL
EIN
22-1487252
Address
70 WHIPPANY ROAD · MORRISTOWN, NJ · 07960
Phone
(973) 539-3032
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
2025-09-19
Pension benefit codes
2A · Age/service weighted or new comparability
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
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)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $23K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLAN PILOT, LLC | 45-4168388 | — | ADVISOR | $11K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PKF O'CONNOR DAVIES LLP | 27-1728945 | — | AUDITOR | $14K | — |
Investments
66 direct securities · 1 pooled fund· $63.8M(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
$62.0M
66 holdings
Pooled Separate Account
$1.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INSURANCE COMPANY GENERAL CONTRACTS, AT FAIR VALUE * TIAA Traditional Annuity Account - Non Benefit Responsive | — | — | — | $9.6M | 18.7% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive | — | — | — | $8.0M | 15.5% | |
| REGISTERED INVESTMENT COMPANIES SHARES / UNITS * CREF Stock R1 | — | — | $7K | $6.1M | 11.9% | |
| CREF Growth R1 | — | — | $5K | $2.7M | 5.2% | |
| CREF Global Equities R1 | — | — | $8K | $2.7M | 5.2% | |
| CREF Equity Index R1 | — | — | $4K | $2.1M | 4.1% | |
| TIAA-CREF REAL ESTATE TIAA - CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $4K | $1.8M | 3.4% | |
| College Retirement Equities Fund variable annuities TIAA Real Estate | — | — | — | $1.8M | 3.4% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive 2 | — | — | — | $1.6M | 3.2% | |
| Nuveen LifeCycle Ix 2030 R6 | — | — | $62K | $1.5M | 2.9% | |
| Nuveen LifeCycle Ix 2045 R6 | — | — | $46K | $1.4M | 2.7% | |
| Nuveen LifeCycle Ix 2050 R6 | — | — | $44K | $1.4M | 2.7% | |
| Nuveen Internatl Eq Idx R6 | — | — | $60K | $1.3M | 2.6% | |
| Nuveen LifeCycle Ix 2035 R6 | — | — | $50K | $1.3M | 2.6% | |
| CREF Core Bond R1 | — | — | $9K | $1.2M | 2.4% | |
| Nuveen LifeCycle Ix 2025 R6 | — | — | $57K | $1.2M | 2.4% | |
| TIAA Access Nuveen Intl Equity T4 | — | — | $30K | $1.1M | 2.2% | |
| Vanguard Small-Cap Idx Adm | — | — | $8K | $945K | 1.8% | |
| Nuveen Large Cap Gr Idx R6 | — | — | $14K | $920K | 1.8% | |
| TIAA Access Nuveen Large Cap Val T4 | — | — | $12K | $902K | 1.7% | |
| Vanguard Ttl Stk Mkt Idx Adm | — | — | $6K | $896K | 1.7% | |
| Nuveen LifeCycle Ix 2040 R6 | — | — | $29K | $862K | 1.7% | |
| Nuveen Large Cap Val Idx R6 | — | — | $34K | $858K | 1.7% | |
| CREF Social Choice R1 | — | — | $2K | $836K | 1.6% | |
| INSURANCE COMPANY GENERAL CONTRACTS, AT CONTRACT VALUE * TIAA Traditional Annuity Account - Benefit Responsive | — | — | — | $741K | 1.4% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive | — | — | — | $729K | 1.4% | |
| TIAA Access Nuveen Qt Small Cap Eq T4 | — | — | $6K | $574K | 1.1% | |
| T Rowe Price Value Fund I | — | — | $13K | $566K | 1.1% | |
| Vanguard Balanced Idx InstAdm | — | — | $10K | $471K | 0.9% | |
| Nuveen LifeCycle Ix 2055 R6 | — | — | $18K | $470K | 0.9% | |
| TIAA Access Nuveen Mid Cap Val T4 | — | — | $6K | $456K | 0.9% | |
| CREF Inflation-Linked Bond R1 | — | — | $5K | $443K | 0.9% | |
| Nuveen Large Cap Resp Eq R6 | — | — | $15K | $395K | 0.8% | |
| TIAA Access Nuveen RlEstSecSel T4 | — | — | $8K | $389K | 0.8% | |
| Nuveen LifeCycle Ix 2020 R6 | — | — | $20K | $386K | 0.7% | |
| TIAA Access Nuveen LgCp Res Eq T4 | — | — | $3K | $383K | 0.7% | |
| TIAA Stable Value Fund | — | — | — | $279K | 0.5% | |
| T Rowe Price Emerging Mkts Stk I | — | — | $8K | $272K | 0.5% | |
| CREF Money Market R1 | — | — | $9K | $271K | 0.5% | |
| Vanguard Ttl Bd Mkt Idx Adm | — | — | $28K | $261K | 0.5% | |
| TIAA Access Nuveen LifeCycle 2025 T4 | — | — | $4K | $254K | 0.5% | |
| TIAA Access Nuveen Equity Idx T4 | — | — | $2K | $253K | 0.5% | |
| Nuveen Large Cap Growth R6 | — | — | $8K | $240K | 0.5% | |
| Nuveen LifeCycle Ix 2060 R6 | — | — | $12K | $239K | 0.5% | |
| TIAA Access Nuveen Large Cap Gr T4 | — | — | $1K | $223K | 0.4% | |
| TIAA Access Nuv LifeCycle 2030 T4 | — | — | $4K | $221K | 0.4% | |
| T Rowe Price US Large Cap Core I | — | — | $5K | $200K | 0.4% | |
| TIAA Access Nuv LifeCycle 2045 T4 | — | — | $3K | $187K | 0.4% | |
| with maturities through 2032 | — | — | — | $163K | 0.3% | |
| College Retirement Equities Fund variable annuities Participant Loan Fund | — | — | — | $163K | 0.3% | |
| TIAA Access Nuveen Small Cap Bl Ix T4 | — | — | $2K | $157K | 0.3% | |
| Metropolitan W Tot Ret Bd Pln | — | — | $19K | $156K | 0.3% | |
| Nuveen LifeCycle Ix 2015 R6 | — | — | $9K | $147K | 0.3% | |
| TIAA Access Nuveen LifeCycle 2050 T4 | — | — | $2K | $139K | 0.3% | |
| Vanguard Infl Protect Sec Adm | — | — | $6K | $131K | 0.3% | |
| TIAA Access Nuveen Mid Cap Grw T4 | — | — | $1K | $110K | 0.2% | |
| TIAA Access Nuveen Core Equity T4 714 | — | — | — | $104K | 0.2% | |
| Nuveen LifeCycle Ix 2010 R6 | — | — | $6K | $92K | 0.2% | |
| TIAA Access Nuveen LifeCycle 2035 T4 | — | — | $1K | $84K | 0.2% | |
| TIAA Access Nuveen Core Pl Bd T4 | — | — | $2K | $68K | 0.1% | |
| Vanguard Ttl Intl Bnd Idx Adm | — | — | $3K | $50K | <0.1% | |
| Nuveen LifeCycle Ix 2065 R6 | — | — | $3K | $41K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2020 T4 | — | — | — | $41K | <0.1% | |
| TIAA Access Nuveen LifeCycle 2010 T4 254 | — | — | — | $14K | <0.1% | |
| College Retirement Equities Fund variable annuities Plan Loan Default Fund | — | — | — | $12K | <0.1% | |
| Nuveen Core Impact Bond R6 973 | — | — | — | $9K | <0.1% | |
| TIAA Access Nuveen LifeCycle 2015 T4 113 | — | — | — | $6K | <0.1% |
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