Original filing (PDF)20250826095942NAL0004363651001

CINCINNATI COUNTRY DAY SCHOOL

Name: CINCINNATI COUNTRY DAY SCHOOL — CINCINNATI COUNTRY DAY SCHOOL TIAA CREF RETIREMENT PLAN, Form 5500 (2024)
Creator: CINCINNATI COUNTRY DAY SCHOOL

Form 5500

FILING_RECEIVED

CINCINNATI COUNTRY DAY SCHOOL TIAA CREF RETIREMENT PLAN

403(b) retirement plan

Signals · 2

99% in single holdingNo recordkeeper disclosed

Active participants

241

Accounts w/ balance

380

Plan assets (EOY)

$24.3M

Net assets (EOY)

$24.3M

How this plan invests

This plan

1 pooled trust

Schedule D

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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 CINCINNATI COUNTRY DAY SCHOOL.

Plan sponsor

Name

CINCINNATI COUNTRY DAY SCHOOL

EIN

31-0536970

Address

6905 GIVEN ROAD · CINCINNATI, OH · 452432898

Phone

(513) 561-7298

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

2025-08-26

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

MELLOTT & MELLOTT, PLL

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	NEW YORK, NY	CUSTODIAN	$225	—

Investments

2 direct securities · 1 pooled fund· $25.4M(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

$24.5M

2 holdings

Pooled Separate Account

$876K

1 holding