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Original filing (PDF)20251015113624NAL0004730465001

BLAIR ACADEMY

Form 5500
FILING_RECEIVED
BLAIR ACADEMY DC RETIREMENT PLAN
403(b) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
155
Accounts w/ balance
419
Plan assets (EOY)
$78.3M
Net assets (EOY)
$78.3M
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLAIR ACADEMY.
Plan sponsor
Name
BLAIR ACADEMY
EIN
22-1500475
Address
P.O. BOX 600 · BLAIRSTOWN, NJ · 078250600
Phone
(908) 362-6121
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
TAIT, WELLER & BAKER LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

4 rows
Other
4
NameEINLocationRelationDirect compIndirect comp
TIAA13-1624203NEW YORK, NY—$87K—
THE KELLEY FINANCIAL GROUP47-2793470SEWICKLEY, PA—$20K—
ONEDIGITAL INVESTMENT ADVISORS82-1434504OVERLAND PARK, KS—$9K—
TAIT, WELLER & BAKER LLP23-1144520PHILADELPHIA, PA—$7K—

Investments

1 pooled fund· $1.5M(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.

PIInvestmentTypeShares / unitsCostCurrent value% of plan
TIAA REAL ESTATE
TIAA-CREF · EIN 13-1624203 / PN 004
Pooled Separate Account
——$1.5M1.9%

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