Back to filter
Original filing (PDF)20251014114504NAL0005755602003
GREENHILLS SCHOOL
Form 5500
FILING_RECEIVED
GREENHILLS SCHOOL RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
152
Accounts w/ balance
259
Plan assets (EOY)
$29.6M
Net assets (EOY)
$29.6M
How this plan invests
This plan
1 pooled trust
Schedule D
58 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREENHILLS SCHOOL.
Plan sponsor
Name
GREENHILLS SCHOOL
EIN
38-6143974
Address
850 GREENHILLS DRIVE · ANN ARBOR, MI · 481052720
Phone
(734) 769-4010
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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK, NY | NONE | $25K | — |
Investments
56 direct securities · 1 pooled fund· $29.5M(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
$29.0M
55 holdings
Pooled Separate Account
$432K
1 holding
Mutual Funds
$68K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock R1 N/R | — | — | — | $3.6M | 12.3% | |
| Guaranteed Annuities - Nonbenefit-Responsive Contracts * TIAA Traditional Nonbenefit-Responsive N/R | — | — | — | $2.9M | 10.0% | |
| T. Rowe Price T Rowe Price Retirement 2030 I AZ N/R | — | — | — | $2.1M | 7.2% | |
| CREF Global Equities R1 N/R | — | — | — | $1.4M | 4.8% | |
| Vanguard 500 Idx Adm N/R | — | — | — | $1.3M | 4.4% | |
| T. Rowe Price T Rowe Price Retirement 2040 I AZ N/R | — | — | — | $1.0M | 3.5% | |
| T. Rowe Price T Rowe Price Retirement 2045 I AZ N/R | — | — | — | $982K | 3.3% | |
| CREF Growth R1 N/R | — | — | — | $929K | 3.1% | |
| TIAA Traditional Benefit Responsive N/R | — | — | — | $895K | 3.0% | |
| CREF Money Market R1 N/R | — | — | — | $841K | 2.8% | |
| Vanguard Extended Mkt Idx Adm N/R | — | — | — | $841K | 2.8% | |
| T. Rowe Price T Rowe Price Retirement 2035 I AZ N/R | — | — | — | $827K | 2.8% | |
| T. Rowe Price T Rowe Price Retirement 2055 I AZ N/R | — | — | — | $796K | 2.7% | |
| T. Rowe Price T Rowe Price Retirement 2050 I AZ N/R | — | — | — | $788K | 2.7% | |
| Vanguard Ttl Intl Stk Idx Adm N/R | — | — | — | $649K | 2.2% | |
| TIAA Access Intl Equity T4 N/R | — | — | — | $609K | 2.1% | |
| responsive contracts Separate Accounts * CREF Core Bond R1 N/R | — | — | — | $550K | 1.9% | |
| CREF Social Choice R1 N/R | — | — | — | $519K | 1.8% | |
| Vanguard Ttl Bd Mkt Idx Adm N/R | — | — | — | $498K | 1.7% | |
| CREF Equity Index R1 N/R | — | — | — | $491K | 1.7% | |
| TIAA Access Lg-Cap Val T4 N/R | — | — | — | $458K | 1.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $432K | 1.5% | |
| Vanguard Intl Growth Adm N/R | — | — | — | $417K | 1.4% | |
| T. Rowe Price T Rowe Price Retirement 2060 I AZ N/R | — | — | — | $412K | 1.4% | |
| T. Rowe Price T Rowe Price Retirement 2025 I AZ N/R | — | — | — | $411K | 1.4% | |
| John Hancock John Hancock Disciplnd Val R6 N/R | — | — | — | $367K | 1.2% | |
| CREF Inflation-Linked Bond R1 N/R | — | — | — | $362K | 1.2% | |
| TIAA-CREF Social Ch Eq-Inst N/R | — | — | — | $353K | 1.2% | |
| TIAA Access Mid-Cap Val T4 N/R | — | — | — | $322K | 1.1% | |
| T. Rowe Price T. Rowe Inte US Sm-Cap GR EG I N/R | — | — | — | $282K | 1.0% | |
| Vanguard Real Estate Idx Adm N/R | — | — | — | $274K | 0.9% | |
| TIAA Access Quant Sml Cp Eq T4 N/R | — | — | — | $264K | 0.9% | |
| Guaranteed Annuities - Fully Benefit-Responsive Contracts * TIAA Stable Value N/R | — | — | — | $240K | 0.8% | |
| TIAA Access Lifecycle 2040 T4 N/R | — | — | — | $219K | 0.7% | |
| TIAA Access Real Est Secs T4 N/R | — | — | — | $210K | 0.7% | |
| Vanguard Infl Protect Sec Adm N/R | — | — | — | $189K | 0.6% | |
| TIAA Access Social Ch Eq T4 N/R | — | — | — | $176K | 0.6% | |
| Vanguard Federal Money Mkt Inv N/R | — | — | — | $169K | 0.6% | |
| Harbor American EuroPac Growth R6 N/R | — | — | — | $165K | 0.6% | |
| JPMorgan Mid Cap Value L N/R | — | — | — | $127K | 0.4% | |
| Dodge & Cox Dodge & Cox Income Fund CL X BM N/R | — | — | — | $114K | 0.4% | |
| T. Rowe Price T Rowe Price Retirement 2015 I AZ N/R | — | — | — | $107K | 0.4% | |
| TIAA Access Sm-Cap Bl Idx T4 N/R | — | — | — | $95K | 0.3% | |
| Participant Loans Interest rates: 6.50% - 9.50% $0 | — | — | — | $86K | 0.3% | |
| TIAA Access Lg-Cap Gr T4 N/R | — | — | — | $84K | 0.3% | |
| MainStay Large Cap Growth I N/R | — | — | — | $79K | 0.3% | |
| American Beacon American Beacon Sm Cap Value A N/R | Mutual Funds | — | — | $68K | 0.2% | |
| T. Rowe Price T Rowe Price Retirement 2065 I AZ N/R | — | — | — | $62K | 0.2% | |
| TIAA Access Core Bond Plus T4 N/R | — | — | — | $56K | 0.2% | |
| T. Rowe Price T Rowe Price Retirement 2020 I AZ N/R | — | — | — | $49K | 0.2% | |
| TIAA Access Mid-Cap Gr T4 N/R | — | — | — | $46K | 0.2% | |
| Artisan International Value BL N/R | — | — | — | $37K | 0.1% | |
| T. Rowe Price T. Rowe Price Inst M-C Eq Grw N/R | — | — | — | $34K | 0.1% | |
| TIAA Access Lifecycle 2050 T4 N/R | — | — | — | $26K | <0.1% | |
| TIAA Access Lifecycle 2035 T4 N/R | — | — | — | $13K | <0.1% | |
| PIMCO Diversified Income Inst N/R | — | — | — | $12K | <0.1% | |
| TIAA Access Lifecycle 2030 T4 N/R | — | — | — | $4K | <0.1% |
Related plans
Other plans using TIAA
DUKE UNIVERSITY
THE DUKE UNIVERSITY FACULTY AND STAFF RETIREMENT PLAN
$11.0B · 49,781 participants
THE MOUNT SINAI MEDICAL CENTER
THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN
$9.5B · 46,304 participants
JOHNS HOPKINS UNIVERSITY OFFICE OF BENEFITS SERVICES
JOHNS HOPKINS UNIVERSITY 403(B) PLAN
$8.8B · 25,218 participants
YALE UNIVERSITY
YALE UNIVERSITY RETIREMENT ACCOUNT PLAN
$8.3B · 13,709 participants
WASHINGTON UNIVERSITY IN ST. LOUIS
WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN
$7.5B · 27,547 participants
UNIVERSITY OF ROCHESTER
UNIVERSITY OF ROCHESTER RETIREMENT PROGRAM
$7.2B · 30,335 participants
Similar-size Educational Services plans
CHINESE AMERICAN INTERNATIONAL SCHOOL
CHINESE AMERICAN INTERNATIONAL SCHOOL RETIREMENT SAVINGS PLAN
$29.6M · 126 participants
SOCIETY OF PETROLEUM ENGINEERS (SPE), INC.
SOCIETY OF PETROLEUM ENGINEERS (SPE), INC. RETIREMENT INCOME PLAN
$29.5M · 121 participants
ST. ANDREWS EPISCOPAL SCHOOL
ST. ANDREWS EPISCOPAL SCHOOL TAX SHELTERED ANNUITY RETIREMENT PLAN
$29.7M · 170 participants
CULVER STOCKTON COLLEGE
CULVER-STOCKTON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN
$29.5M · 176 participants
THE CHANCELLOR, MASTERS AND SCHOLARS OF THE UNIVERSITY OF OXFORD
OUP USA THRIFT PLAN
$29.5M · 245 participants
MINNEAPOLIS COLLEGE OF ART AND DESIGN
MINNEAPOLIS COLLEGE OF ART AND DESIGN DEFINED CONTRIBUTION RETIREMENT PLAN
$29.7M · 253 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants