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Original filing (PDF)20251008094917NAL0005653073002
WOODLYNDE SCHOOL
Form 5500
FILING_RECEIVED
WOODLYNDE SCHOOL RETIREMENT PLAN
403(b) retirement plan
Active participants
74
Accounts w/ balance
220
Plan assets (EOY)
$14.6M
Net assets (EOY)
$14.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOODLYNDE SCHOOL.
Plan sponsor
Name
WOODLYNDE SCHOOL
EIN
23-1728281
Address
445 UPPER GULPH ROAD · STRAFFORD, PA · 19087
Phone
(610) 293-6558
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
2025-10-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BERKOWITZ & BERKOWITZ CPAS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
33 direct securities · 2 pooled funds· $15.0M(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
$14.2M
32 holdings
Pooled Separate Accounts
$387K
1 holding
Pooled Separate Account
$387K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered Investment Companies * CREF Stock R1 N/A | — | — | — | $3.0M | 20.2% | |
| CREF Growth R1 N/A | — | — | — | $2.0M | 13.7% | |
| Plan Year Ended 12/31/2024, Plan #001 (a) Party In (b)Identity of Interest Issue (c)Description (d) Cost (e)Current Value Guaranteed Investment Contract * TIAA Traditional Benefit Responsive N/A | — | — | — | $1.7M | 11.9% | |
| TIAA Traditional Non Benefit Responsive N/A | — | — | — | $1.4M | 9.9% | |
| CREF Equity Index R1 N/A | — | — | — | $1.3M | 9.1% | |
| CREF Global Equities R1 N/A | — | — | — | $815K | 5.6% | |
| CREF Core Bond R1 N/A | — | — | — | $473K | 3.2% | |
| CREF Inflation-Linked Bond R1 N/A | — | — | — | $440K | 3.0% | |
| CREF Money Market R1 N/A | — | — | — | $407K | 2.8% | |
| * TIAA Real Estate N/A | Pooled Separate Accounts | — | — | $387K | 2.6% | |
| CREF Social Choice R1 N/A | — | — | — | $336K | 2.3% | |
| TIAA-CREF TIAA Access Nuv Lifecycle 2020 T4 N/A | — | — | — | $266K | 1.8% | |
| TIAA-CREF TIAA Access Nuv Intl Equity T4 N/A | — | — | — | $226K | 1.5% | |
| TIAA-REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $203K | 1.4% | |
| TIAA-REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $184K | 1.3% | |
| TIAA-CREF TIAA Access Nuv Lg-Cap Gr T4 N/A | — | — | — | $182K | 1.2% | |
| TIAA-CREF TIAA Access Nuv Lifecycle 2025 T4 N/A | — | — | — | $176K | 1.2% | |
| TIAA-CREF TIAA Access Nuv Sm-Cap Bl Idx T4 N/A | — | — | — | $166K | 1.1% | |
| TIAA-CREF TIAA Access Nuv Lifecycle 2030 T4 N/A | — | — | — | $151K | 1.0% | |
| TIAA-CREF TIAA Access Nuv Lifecycle 2050 T4 N/A | — | — | — | $148K | 1.0% | |
| TIAA-CREF TIAA Access Nuv Mid-Cap Val T4 N/A | — | — | — | $144K | 1.0% | |
| TIAA-CREF TIAA Access Nuv Lg-Cap Val T4 N/A | — | — | — | $143K | 1.0% | |
| TIAA-CREF TIAA Access Nuv Lifecycle 2045 T4 N/A | — | — | — | $105K | 0.7% | |
| TIAA-CREF TIAA Access Nuv Lifecycle 2055 T4 N/A | — | — | — | $102K | 0.7% | |
| TIAA-CREF TIAA Access Nuv Real Est Secs T4 N/A | — | — | — | $85K | 0.6% | |
| TIAA-CREF TIAA Access Nuv Equity Index T4 N/A | — | — | — | $82K | 0.6% | |
| TIAA-CREF TIAA Access Nuv Mid-Cap Gr T4 N/A | — | — | — | $79K | 0.5% | |
| TIAA-CREF TIAA Access Nuv Quant Sml Cp Eq T4 N/A | — | — | — | $64K | 0.4% | |
| TIAA-CREF TIAA Access Nuv Core Bond Plus T4 N/A | — | — | — | $45K | 0.3% | |
| TIAA-CREF TIAA Access Nuv Lifecycle 2035 T4 N/A | — | — | — | $45K | 0.3% | |
| TIAA-CREF TIAA Access Nuv Lifecycle 2060 T4 N/A | — | — | — | $42K | 0.3% | |
| TIAA-CREF TIAA Access Nuv LG Cap Res Eq T4 N/A | — | — | — | $29K | 0.2% | |
| TIAA-CREF TIAA Access Nuv Core Equity T4 N/A | — | — | — | $7K | <0.1% | |
| TIAA-CREF TIAA Access Nuv Lfcyle Rtmt Inc T4 N/A | — | — | — | $3K | <0.1% | |
| TIAA-CREF TIAA Access Nuv Lifecycle 2040 T4 N/A | — | — | — | $3K | <0.1% |
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