Form 5500 Search
Back to filter
Original filing (PDF)20250415150103NAL0001577715001

SANFORD SCHOOL

Form 5500
FILING_RECEIVED
SANFORD SCHOOL 403(B) DC PLAN CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
195
Accounts w/ balance
260
Plan assets (EOY)
$30.6M
Net assets (EOY)
$30.6M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • Below-peer total fees (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SANFORD SCHOOL.
Plan sponsor
Name
SANFORD SCHOOL
EIN
51-0064331
Address
6900 LANCASTER PIKE · P.O. BOX 888 · HOCKESSIN, DE · 197070888
Phone
(302) 235-6514
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
BELFINT, LYONS & SHUMAN, P.A.
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

2 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
TIAA13-1624203NEW YORK, NYRECORDKEEPER$17K—
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
BIDDLE CAPITAL MANAGEMENT, INC.52-2044910WILMINGTON, DEINVESTMENT ADVISORY$44K—

Investments

1 pooled fund· $367K(1% 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.

InvestmentTypeCurrent value% of plan
TIAA REAL ESTATE
TIAA-CREF · EIN 13-1624203 / PN 004
Pooled Separate Account
$367K1.2%

Related plans

Other plans using BIDDLE CAPITAL MANAGEMENT, INC.
TOWER HILL SCHOOL
TOWER HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
$64.7M · 167 participants
ST. ANDREW'S SCHOOL OF DELAWARE, INC.
ST. ANDREW'S SCHOOL OF DELAWARE 403(B) PLAN
$54.7M · 189 participants
WILMINGTON FRIENDS SCHOOL, INC.
WILMINGTON FRIENDS SCHOOL 403(B) RETIREMENT PLAN
$54.5M · 147 participants
THE INDEPENDENCE SCHOOL, INC.
THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN
$22.7M · 121 participants
DOVER FEDERAL CREDIT UNION
DOVER FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN
$0
PETTINARO CONSTRUCTION CO. , INC.
PETTINARO CONSTRUCTION CO., INC. 401(K) PLAN
$0
Similar-size Educational Services plans
MARSHALL B. KETCHUM UNIVERSITY
MBKU 401(A) RETIREMENT PLAN
$30.6M · 214 participants
THE YOUNG MEN'S AND YOUNG WOMEN'S HEBREW ASSOCIA
92ND STREET Y 403(B) PLAN
$30.5M · 634 participants
ANNIE WRIGHT SCHOOLS
ANNIE WRIGHT SCHOOLS DC RETIREMENT PLAN
$30.7M · 323 participants
RIVERSIDE ASSESSMENTS, LLC
RIVERSIDE RETIREMENT SAVINGS PLAN
$30.5M · 359 participants
THE WALKER SCHOOL
THE WALKER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
$30.8M · 183 participants
COLUMBIA INTERNATIONAL UNIVERSITY
COLUMBIA INTERNATIONAL UNIVERSITY 401(K) PLAN
$30.4M · 434 participants
Large plans in Delaware
EIDP, INC.
DUPONT PENSION TRUST
$10.7B
EIDP, INC.
PENSION AND RETIREMENT PLAN
$10.4B · 2,204 participants
ASTRAZENECA PHARMACEUTICALS LP
ASTRAZENECA SAVINGS AND SECURITY PLAN
$8.6B · 17,843 participants
CORTEVA AGRISCIENCE, LLC
RETIREMENT SAVINGS PLAN
$7.0B · 9,508 participants
EIDP, INC.
CORTEVA AGRISCIENCE DEFINED CONTRIBUTION PLAN MASTER TRUST
$6.8B
DUPONT DE NEMOURS, INC.
DUPONT RETIREMENT SAVINGS PLAN
$3.4B · 8,970 participants