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Original filing (PDF)20251015120930NAL0002380451001
THE BALDWIN SCHOOL
Form 5500
FILING_RECEIVED
THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Active participants
215
Accounts w/ balance
443
Plan assets (EOY)
$42.0M
Net assets (EOY)
$42.0M
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 (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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BALDWIN SCHOOL.
Plan sponsor
Name
THE BALDWIN SCHOOL
EIN
23-1352619
Address
701 MONTGOMERY AVENUE · BRYN MAWR, PA · 19010
Phone
(610) 525-2700
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
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)
Audit & trust (Schedule H)
Auditor
TAIT WELLER & BAKER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $54K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 82-1434504 | — | INVESTMENT ADVISORY | $35K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TAIT WELLER & BAKER | 23-1144520 | — | AUDITOR | $10K | — |
Investments
51 direct securities · 1 pooled fund· $42.7M(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
$42.4M
51 holdings
Pooled Separate Account
$348K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF TIAA Traditional Benefit Responsive 783 * TIAA-CREF TIAA Traditional Non-Benefit Responsive Annuity | — | — | — | $11.2M | 26.6% | |
| TIAA-CREF CREF Stock Fund | — | — | — | $5.7M | 13.6% | |
| T Rowe Price T Rowe Price Retirement 2045 | — | — | — | $1.9M | 4.5% | |
| TIAA-CREF CREF Growth Fund | — | — | — | $1.7M | 4.1% | |
| Vanguard 500 Idx Adm Registered Investment Companies N/R | — | — | — | $1.7M | 3.9% | |
| T Rowe Price T Rowe Price Retirement 2030 | — | — | — | $1.6M | 3.8% | |
| T Rowe Price T Rowe Price Retirement 2040 | — | — | — | $1.5M | 3.6% | |
| T Rowe Price T Rowe Price Retirement 2025 | — | — | — | $1.3M | 3.0% | |
| T Rowe Price T Rowe Price Retirement 2035 | — | — | — | $1.1M | 2.6% | |
| T Rowe Price T Rowe Price Retirement 2050 | — | — | — | $1.1M | 2.6% | |
| TIAA-CREF CREF Equity Index Fund | — | — | — | $1.1M | 2.6% | |
| TIAA-CREF CREF Money Market Fund | — | — | — | $957K | 2.3% | |
| TIAA-CREF CREF Global Equities Fund | — | — | — | $853K | 2.0% | |
| T Rowe Price T Rowe Price Retirement 2020 | — | — | — | $842K | 2.0% | |
| Parnassus Value Equity Instl Registered Investment Companies N/R | — | — | — | $618K | 1.5% | |
| Parnassus Endeavor Fund Institutional | — | — | — | $618K | 1.5% | |
| Vanguard Target Ret 2030 Inv | — | — | — | $579K | 1.4% | |
| Vanguard Target Ret 2040 Inv | — | — | — | $546K | 1.3% | |
| Vanguard Mid-Cap Index Admiral | — | — | — | $536K | 1.3% | |
| TIAA-CREF CREF Social Choice Fund | — | — | — | $525K | 1.3% | |
| Vanguard Target Ret 2045 Inv | — | — | — | $519K | 1.2% | |
| PGIM Total Return Bond Z | — | — | — | $505K | 1.2% | |
| Alliance Bernstein AB Large Cap Growth Fund I | — | — | — | $471K | 1.1% | |
| TIAA-CREF TIAA Stable Value Fund | — | — | — | $431K | 1.0% | |
| Vanguard Target Ret 2055 Inv | — | — | — | $414K | 1.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $348K | 0.8% | |
| TIAA-CREF CREF Core Bond | — | — | — | $322K | 0.8% | |
| T Rowe Price T Rowe Price Retirement 2015 | — | — | — | $306K | 0.7% | |
| T Rowe Price T Rowe Price Retirement 2010 | — | — | — | $303K | 0.7% | |
| Vanguard Wellesley Income Admiral | — | — | — | $277K | 0.7% | |
| T. Rowe Price T Rowe Price Retirement 2055 | — | — | — | $267K | 0.6% | |
| PIMCO Real Return Institutional Class | — | — | — | $258K | 0.6% | |
| TIAA-CREF CREF Inflation-Linked Bond Fund | — | — | — | $244K | 0.6% | |
| Vanguard Target Ret 2050 Inv | — | — | — | $223K | 0.5% | |
| American Funds American Washington Mutual Investors Fund | — | — | — | $220K | 0.5% | |
| Vanguard Small-Cap Index Fund | — | — | — | $218K | 0.5% | |
| Janus Triton Fund | — | — | — | $203K | 0.5% | |
| Vanguard Target Ret 2035 Inv | — | — | — | $195K | 0.5% | |
| American Funds American EuroPacific Growth Fund | — | — | — | $187K | 0.4% | |
| Principal Mid Cap Fund | — | — | — | $127K | 0.3% | |
| Principal MidCap Institutional Registered Investment Companies N/R | — | — | — | $127K | 0.3% | |
| Vanguard Real Estate Index Admiral | — | — | — | $124K | 0.3% | |
| Vanguard Target Ret 2025 Inv | — | — | — | $113K | 0.3% | |
| Vanguard Target Ret 2060 Inv | — | — | — | $98K | 0.2% | |
| Invesco Developing Markets R6 | — | — | — | $93K | 0.2% | |
| American Century American Century Mid Cap Value Fund | — | — | — | $85K | 0.2% | |
| AM FDS Capital World Gr&Inc R5 Registered Investment Companies N/R | — | — | — | $63K | 0.2% | |
| Vanguard Target Ret 2020 Inv | — | — | — | $52K | 0.1% | |
| Janus Balanced Fund S | — | — | — | $33K | <0.1% | |
| Vanguard Target Ret 2065 Inv | — | — | — | $26K | <0.1% | |
| American Century American Century Small Cap Value Fund | — | — | — | $23K | <0.1% | |
| Vanguard Target Ret Income Inv | — | — | — | $17K | <0.1% |