How big is Grier School's plan?

Grier School's plan reported $9.1M in assets and 169 participants for 2023.

Original filing (PDF)20260320201738NAL0005657905001

Grier School

Name: Grier School — Grier School TDA Retirement Plan and, Form 5500 (2023)
Creator: Grier School
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Grier School TDA Retirement Plan and DC Retirement Plan

403(b) retirement plan · Grier School's Grier School TDA Retirement Plan and DC Retirement Plan held $9.1M in plan assets for 169 participants in 2023.

Signals · 2

Late filing · 10.2 moNo recordkeeper disclosed

Active participants

169

Accounts w/ balance

160

Plan assets (EOY)

$9.1M

Net assets (EOY)

$9.1M

Plan identifiers

Grier School's EIN is 23-1517016.

EIN 23-1517016

Plan number 002

Plan year 2023

ACK ID 20260320201738NAL0005657905001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Grier School from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Grier School's plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GRIER SCHOOL.

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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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 10.2 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Plan sponsor

Name

GRIER SCHOOL

EIN

all filings

Address

2522 GRIER SCHOOL ROAD · TYRONE, PA · 16686

Phone

(814) 684-3000

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2026-03-20

Pension benefit codes

2G · Total participant-directed accounts

2K · 401(m) arrangement

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

DEAN ACCOUNTING GROUP, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $415K(5% 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.