Original filing (PDF)20251015161144NAL0005086561002

THE HILL SCHOOL

Name: THE HILL SCHOOL — THE HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2024)
Creator: THE HILL SCHOOL

Form 5500

FILING_RECEIVED

THE HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403(b) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

249

Accounts w/ balance

541

Plan assets (EOY)

$69.9M

Net assets (EOY)

$69.9M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE HILL SCHOOL.

Plan sponsor

Name

THE HILL SCHOOL

EIN

23-1352647

Address

717 EAST HIGH STREET · POTTSTOWN, PA · 194645770

Phone

(610) 326-1000

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

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)

3 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDUCIENT ADVISORS, LLC	36-4001764	WINDSOR, CT	INVESTMENT ADVISOR	$44K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	NEW YORK, NY	CONTRACT ADMINISTRATOR	$71K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp

Investments

1 pooled fund· $1.3M(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.

Investment	Type	Current value	% of plan
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	$1.3M	1.9%

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