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Original filing (PDF)20250505162516NAL0012025888001
LAWRENCE SCHOOL
Form 5500
FILING_RECEIVED
LAWRENCE SCHOOL 403(B) DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN
403(b) retirement plan
Active participants
98
Accounts w/ balance
135
Plan assets (EOY)
$7.8M
Net assets (EOY)
$7.8M
How this plan invests
This plan
1 pooled trust
Schedule D
42 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 (18 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAWRENCE SCHOOL.
Plan sponsor
Name
LAWRENCE SCHOOL
EIN
34-1137455
Address
1551 E. WALLINGS ROAD · BROADVIEW HEIGHTS, OH · 44147
Phone
(440) 526-0003
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
2025-05-05
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
D'AMICO WAWRIN & COMPANY CPAS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TEACHERS INSURANCE AND ANNUITY ASSO | 13-1624203 | NEW YORK, NY | NONE | $14K | — |
Investments
41 direct securities · 1 pooled fund· $7.8M(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
$7.7M
40 holdings
Pooled Separate Account
$84K
1 holding
Mutual Funds
$33K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Nuveen Lfcyle Ix 2045 R6 | — | — | — | $740K | 9.5% | |
| Traditional Annuity Contracts * TIAA Traditional Benefit-Responsive | — | — | — | $716K | 9.2% | |
| TIAA Nuveen Lfcyle Ix 2040 R6 | — | — | — | $668K | 8.6% | |
| TIAA Traditional Nonbenefit-Responsive | — | — | — | $612K | 7.9% | |
| CREF Growth R1 | — | — | — | $603K | 7.8% | |
| TIAA Nuveen Lfcyle Ix 2035 R6 | — | — | — | $602K | 7.7% | |
| TIAA Nuveen Lfcyle Ix 2060 R6 | — | — | — | $543K | 7.0% | |
| Ishares S&P 500 Index Fund K | — | — | — | $523K | 6.7% | |
| TIAA Nuveen Lfcyle Ix 2025 R6 | — | — | — | $458K | 5.9% | |
| CREF Social Choice R1 | — | — | — | $386K | 5.0% | |
| TIAA Nuveen Lfcyle Ix 2030 R6 | — | — | — | $355K | 4.6% | |
| TIAA Nuveen Lfcyle Ix 2050 R6 | — | — | — | $170K | 2.2% | |
| American Funds New World R6 | — | — | — | $155K | 2.0% | |
| Vanguard Mid-Cap Idx Adm | — | — | — | $128K | 1.6% | |
| CREF Global Equities R1 | — | — | — | $125K | 1.6% | |
| CREF Money Market R1 | — | — | — | $114K | 1.5% | |
| Delaware Small Cap Core Fd R6 | — | — | — | $110K | 1.4% | |
| Variable Annuities * CREF Stock R1 | — | — | — | $104K | 1.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $84K | 1.1% | |
| Putnam Large Cap Value Fund R6 | — | — | — | $59K | 0.8% | |
| CREF Equity Index R1 | — | — | — | $59K | 0.8% | |
| TIAA Nuveen Lfcyle Ix 2055 R6 | — | — | — | $40K | 0.5% | |
| TIAA Nuveen Lfcyle Ix 2020 R6 | — | — | — | $38K | 0.5% | |
| PIMCO Income Fd Institutional | — | — | — | $36K | 0.5% | |
| s * TIAA Nuveen Lfcyle Ix 2015 R6 | Mutual Funds | — | — | $33K | 0.4% | |
| Allspring Spec Mid Cap Val R6 | — | — | — | $33K | 0.4% | |
| TIAA Access Nuv Intl Equity T4 | — | — | — | $31K | 0.4% | |
| TIAA Access Nuv Mid-Cap Val T4 | — | — | — | $31K | 0.4% | |
| TIAA Access Nuv Core Equity T4 | — | — | — | $29K | 0.4% | |
| BlackRock Mid cap Growth Eq K | — | — | — | $28K | 0.4% | |
| TIAA Nuveen Lfcyle Ix 2065 R6 | — | — | — | $27K | 0.3% | |
| AB Large Cap Groth Fund Z | — | — | — | $25K | 0.3% | |
| FedHermes Total Return Bd R6 | — | — | — | $23K | 0.3% | |
| TIAA Access Nuv Lg-Cap Val T4 | — | — | — | $18K | 0.2% | |
| TIAA Access Lifecycle Nuv 2040 T4 | — | — | — | $18K | 0.2% | |
| TIAA Access Nuv Qt Sm-Cap Eq T4 | — | — | — | $13K | 0.2% | |
| TIAA Access Nuv Lg-Cap Gr T4 | — | — | — | $11K | 0.1% | |
| CREF Core Bond R1 | — | — | — | $10K | 0.1% | |
| CREF Inflation-Linked Bond R1 | — | — | — | $8K | 0.1% | |
| TIAA Access Nuv Real Est Secs T4 | — | — | — | $7K | <0.1% | |
| MFS Global Real Estate Fund R6 | — | — | — | $5K | <0.1% | |
| Hartford International Stk SDR | — | — | — | $4K | <0.1% |
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