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Original filing (PDF)20250722162220NAL0003869872001
SHIPLEY SCHOOL
Form 5500
FILING_RECEIVED
SHIPLEY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLA
403(b) retirement plan
Active participants
383
Accounts w/ balance
627
Plan assets (EOY)
$52.6M
Net assets (EOY)
$52.6M
How this plan invests
This plan
1 pooled trust
Schedule D
35 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 (4 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHIPLEY SCHOOL.
Plan sponsor
Name
SHIPLEY SCHOOL
EIN
23-1352677
Address
814 YARROW STREET · BRYN MAWR, PA · 190103525
Phone
(610) 525-4300
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
2025-07-22
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 LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA- TEACHERS INS & ANNUITY ASSOC | 13-1624203 | NEW YORK, NY | RECORDKEEPER | $20K | — |
Investments
34 direct securities · 1 pooled fund· $52.6M(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
$51.6M
34 holdings
Pooled Separate Account
$947K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF CREF Stock Fund | — | — | — | $6.7M | 12.8% | |
| TIAA-CREF TIAA Traditional Non-Benefit Responsive | — | — | — | $5.9M | 11.3% | |
| Nuveen Lifecycle Index 2030 Inst | — | — | — | $4.6M | 8.8% | |
| Nuveen Lifecycle Index 2035 Inst | — | — | — | $3.0M | 5.7% | |
| Nuveen Lifecycle Index 2050 Inst | — | — | — | $2.9M | 5.5% | |
| Vanguard 500 Index Fund | — | — | — | $2.8M | 5.3% | |
| Nuveen Lifecycle Index 2025 Inst | — | — | — | $2.5M | 4.8% | |
| Nuveen Lifecycle Index 2040 Inst | — | — | — | $2.3M | 4.5% | |
| Vanguard Extended Market Index Admiral | — | — | — | $2.1M | 4.1% | |
| TIAA-CREF TIAA Traditional Benefit Responsive | — | — | — | $2.1M | 4.0% | |
| TIAA-CREF CREF Growth Fund | — | — | — | $2.0M | 3.8% | |
| Vanguard Windsor II Admiral | — | — | — | $1.9M | 3.7% | |
| Nuveen Lifecycle Index 2045 Inst | — | — | — | $1.7M | 3.2% | |
| Vanguard Total Bond Index Admiral | — | — | — | $1.4M | 2.7% | |
| TIAA-CREF CREF Global Equities Fund | — | — | — | $1.3M | 2.5% | |
| Vanguard Federal Money Market Investor | — | — | — | $1.2M | 2.2% | |
| Vanguard Total International Stock Index Admiral | — | — | — | $1.1M | 2.1% | |
| TIAA-CREF CREF Equity Index Fund | — | — | — | $965K | 1.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $947K | 1.8% | |
| Nuveen Lifecycle Index Retirement Inst | — | — | — | $853K | 1.6% | |
| T Rowe Price T Rowe Price All-Cap Opportunity | — | — | — | $738K | 1.4% | |
| TIAA-CREF CREF Social Choice Fund | — | — | — | $722K | 1.4% | |
| Nuveen Lifecycle Index 2020 Inst | — | — | — | $692K | 1.3% | |
| American Funds American Fund EuroPacific Growth | — | — | — | $442K | 0.8% | |
| TIAA-CREF CREF Money Market Fund | — | — | — | $314K | 0.6% | |
| Participant Loan Fund Participant Loans, 4.25% - 9.50% | — | — | — | $275K | 0.5% | |
| TIAA-CREF CREF Bond Market | — | — | — | $232K | 0.4% | |
| Nuveen Lifecycle Index 2055 Inst | — | — | — | $182K | 0.3% | |
| Blackrock Total Return Inst | — | — | — | $133K | 0.3% | |
| Nuveen Lifecycle Index 2060 Inst | — | — | — | $84K | 0.2% | |
| TIAA-CREF CREF Inflation-Linked Bond Fund | — | — | — | $82K | 0.2% | |
| Walden Asset Management Fund | — | — | — | $48K | <0.1% | |
| TIAA-CREF Plan Loan Default Fund | — | — | — | $34K | <0.1% | |
| Vanguard Real Estate Index Admiral | — | — | — | $12K | <0.1% | |
| Nuveen Lifecycle Index 2065 Inst | — | — | — | $11K | <0.1% |