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Original filing (PDF)20250919113744NAL0002638112001
SHADY SIDE ACADEMY
Form 5500
FILING_RECEIVED
SHADY SIDE ACADEMY RETIREMENT PLAN
403(b) retirement plan
Active participants
300
Accounts w/ balance
628
Plan assets (EOY)
$75.2M
Net assets (EOY)
$75.2M
How this plan invests
This plan
1 pooled trust
Schedule D
70 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 21 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHADY SIDE ACADEMY.
Plan sponsor
Name
SHADY SIDE ACADEMY
EIN
25-0965561
Address
423 FOX CHAPEL ROAD · PITTSBURGH, PA · 15238
Phone
(412) 968-3042
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
2025-09-19
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SCHNEIDER DOWNS & CO., INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $56K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HENDERSON BROS. RET. PLAN SERV. | 20-4683855 | — | ADVISOR | $87K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS & CO., INC. | 25-1408703 | — | AUDITOR | $17K | — |
Investments
68 direct securities · 1 pooled fund· $76.5M(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
$75.6M
68 holdings
Pooled Separate Account
$844K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive N/A | — | — | — | $14.5M | 19.3% | |
| CREF Stock R2 N/A | — | — | — | $7.0M | 9.4% | |
| Nuveen, a TIAA Company Nuveen Lifecycle 2035 Premier N/A | — | — | — | $5.6M | 7.5% | |
| Nuveen, a TIAA Company Nuveen Lifecycle 2045 Premier N/A | — | — | — | $5.3M | 7.1% | |
| Nuveen, a TIAA Company Nuveen Lifecycle 2030 Premier N/A | — | — | — | $5.3M | 7.1% | |
| BlackRock iShares S&P 500 Indx Fd Inst N/A | — | — | — | $3.2M | 4.2% | |
| Nuveen, a TIAA Company Nuveen Lifecycle 2050 Premier N/A | — | — | — | $3.0M | 4.0% | |
| Nuveen, a TIAA Company Nuveen Lifecycle 2040 Premier N/A | — | — | — | $2.5M | 3.4% | |
| CREF Global Equities R2 N/A | — | — | — | $2.4M | 3.1% | |
| CREF Growth R2 N/A | — | — | — | $2.3M | 3.1% | |
| Nuveen, a TIAA Company Nuveen Lifecycle 2025 Premier N/A | — | — | — | $2.1M | 2.9% | |
| Nuveen, a TIAA Company Nuveen Lifecycle 2020 Premier N/A | — | — | — | $1.5M | 2.1% | |
| CREF Stock R1 N/A | — | — | — | $1.4M | 1.9% | |
| CREF Equity Index R2 N/A | — | — | — | $1.3M | 1.7% | |
| CREF Social Choice R2 N/A | — | — | — | $1.3M | 1.7% | |
| TIAA Traditional Benefit Responsive N/A | — | — | — | $1.2M | 1.6% | |
| TIAA Traditional Non Benefit Responsive 2 N/A | — | — | — | $1.0M | 1.4% | |
| Nuveen, a TIAA Company Nuveen Lifecycle 2055 Premier N/A | — | — | — | $919K | 1.2% | |
| Nuveen, a TIAA Company Nuveen International Equity Index Fund N/A | — | — | — | $896K | 1.2% | |
| College Retirement Equities Fund variable annuities Nuveen Internatl Eq Idx Prem | — | — | — | $896K | 1.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $844K | 1.1% | |
| Nuveen, a TIAA Company Nuveen Lifecycle 2035 Retire N/A | — | — | — | $841K | 1.1% | |
| American Funds AM FDS New Perspective R5 N/A | — | — | — | $817K | 1.1% | |
| CREF Core Bond R2 N/A | — | — | — | $657K | 0.9% | |
| College Retirement Equities Fund variable annuities Nuveen Quant Sm Cp Eq Retire | — | — | — | $543K | 0.7% | |
| CREF Growth R1 N/A | — | — | — | $530K | 0.7% | |
| Nuveen, a TIAA Company Nuveen International Equity Retire N/A | — | — | — | $500K | 0.7% | |
| Nuveen, a TIAA Company Nuveen Lifecycle 2020 Retire N/A | — | — | — | $470K | 0.6% | |
| Federated Hermes FedHermes Total Ret Bd Instl N/A | — | — | — | $467K | 0.6% | |
| Nuveen, a TIAA Company Nuveen Large Cap Value Retire N/A | — | — | — | $438K | 0.6% | |
| Columbia Threadneedle Investments Columbia Mid Cap Index Inst2 N/A | — | — | — | $419K | 0.6% | |
| CREF Inflation-Linked Bond R2 N/A | — | — | — | $389K | 0.5% | |
| Delaware Investments Delaware Small CapCore Fd Inst N/A | — | — | — | $386K | 0.5% | |
| TIAA Stable Value N/A | — | — | — | $383K | 0.5% | |
| MFS Value Fund Class R4 N/A | — | — | — | $352K | 0.5% | |
| Alliance Bernstein AB Large Cap Growth Fund Adv N/A | — | — | — | $338K | 0.4% | |
| PGIM Short-Term Corp Bd Z N/A | — | — | — | $315K | 0.4% | |
| MFS Mid Cap Value Class R4 N/A | — | — | — | $304K | 0.4% | |
| College Retirement Equities Fund variable annuities Participant Loan Fund | — | — | — | $284K | 0.4% | |
| 9.50%, maturing through August 2029 - | — | — | — | $284K | 0.4% | |
| CREF Global Equities R1 N/A | — | — | — | $274K | 0.4% | |
| BlackRock M-C Grw Eq Por Inst N/A | — | — | — | $268K | 0.4% | |
| Nuveen, a TIAA Company Nuveen Real Est Sec Sel Prem N/A | — | — | — | $243K | 0.3% | |
| Nuveen, a TIAA Company Nuveen Lifecycle 2060 Premier N/A | — | — | — | $225K | 0.3% | |
| CREF Money Market R2 N/A | — | — | — | $219K | 0.3% | |
| Nuveen, a TIAA Company Nuveen Mid Cap Value Retire N/A | — | — | — | $209K | 0.3% | |
| Hartford International Opp R5 N/A | — | — | — | $196K | 0.3% | |
| TIAA Traditional Benefit Responsive 2 N/A | — | — | — | $179K | 0.2% | |
| CREF Equity Index R1 N/A | — | — | — | $153K | 0.2% | |
| College Retirement Equities Fund variable annuities FedHermes Instl Hi Yd Bd Instl | — | — | — | $144K | 0.2% | |
| Federated Hermes FedHermes Instl Hi Yd Bd Instl N/A | — | — | — | $144K | 0.2% | |
| Nuveen, a TIAA Company Nuveen Lifecycle 2045 Retire N/A | — | — | — | $128K | 0.2% | |
| Nuveen, a TIAA Company Nuveen Lifecycle 2050 Retire N/A | — | — | — | $113K | 0.2% | |
| Nuveen, a TIAA Company Nuveen Lifecycle 2015 Premier N/A | — | — | — | $89K | 0.1% | |
| Nuveen, a TIAA Company Nuveen Lifecycle 2010 Retire N/A | — | — | — | $77K | 0.1% | |
| Nuveen, a TIAA Company Nuveen Lifecycle 2025 Retire N/A | — | — | — | $67K | <0.1% | |
| Nuveen, a TIAA Company Nuveen Mid Cap Growth Retire N/A | — | — | — | $61K | <0.1% | |
| Nuveen, a TIAA Company Nuveen Lifecycle 2030 Retire N/A | — | — | — | $57K | <0.1% | |
| Alliance Bernstein AB Bond Infl Stgy Port Adv N/A | — | — | — | $45K | <0.1% | |
| Nuveen, a TIAA Company Nuveen Lifecycle 2040 Retire N/A | — | — | — | $38K | <0.1% | |
| Nuveen, a TIAA Company Nuveen Lifecycle 2065 Premier N/A | — | — | — | $30K | <0.1% | |
| Columbia Threadneedle Investments Columbia Overseas Value Inst2 N/A | — | — | — | $26K | <0.1% | |
| CREF Core Bond R1 N/A | — | — | — | $21K | <0.1% | |
| Janus Henderson Janus Henderson Dev Wrld Bnd I N/A | — | — | — | $21K | <0.1% | |
| TIAA Plan Loan Default Fund N/A | — | — | — | $17K | <0.1% | |
| Nuveen, a TIAA Company Nuveen Lifecycle 2015 Retire N/A | — | — | — | $13K | <0.1% | |
| Nuveen, a TIAA Company Nuveen Lifecycle 2010 Premier N/A | — | — | — | $2K | <0.1% | |
| TIAA Access Nuv LifCyc 2050 T4 N/A | — | — | — | $2K | <0.1% | |
| Nuveen, a TIAA Company Nuveen Lifecycle 2055 Retire N/A | — | — | — | $1K | <0.1% |