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Original filing (PDF)20251014194037NAL0004811504001
GARRISON FOREST SCHOOL, INC.
Form 5500
FILING_RECEIVED
GARRISON FOREST SCHOOL TAX SHELTERED ANNUITY SAVINGS PLAN
403(b) retirement plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
179
Accounts w/ balance
398
Plan assets (EOY)
$37.0M
Net assets (EOY)
$37.0M
How this plan invests
This plan
1 pooled trust
Schedule D
67 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
60
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GARRISON FOREST SCHOOL, INC..
Plan sponsor
Name
GARRISON FOREST SCHOOL, INC.
EIN
52-0591516
Address
300 GARRISON FOREST ROAD · OWINGS MILLS, MD · 21117
Phone
(410) 363-1500
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
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
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 82-1434504 | — | NONE | $37K | — |
| TIAA | 13-1624203 | — | NONE | $37K | — |
| RSM US LLP | 42-0714325 | — | NONE | $28K | — |
Investments
66 direct securities · 1 pooled fund· $35.1M(95% 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
$34.5M
66 holdings
Pooled Separate Account
$663K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock R1 | — | 4,167.968 | $1.0M | $3.7M | 10.1% | |
| TIAA Traditional Non Benefit Responsive | — | — | — | $3.3M | 8.9% | |
| Nuveen LfCycle Ix 2030 R6 | — | 125,159.695 | $2.9M | $3.0M | 8.2% | |
| Nuveen LfCycle Ix 2045 R6 | — | 77,325.85 | $2.2M | $2.4M | 6.5% | |
| Nuveen LfCycle Ix 2035 R6 | — | 79,988.522 | $2.0M | $2.1M | 5.8% | |
| Nuveen LfCycle Ix 2025 R6 | — | 69,660.872 | $1.5M | $1.5M | 4.0% | |
| Nuveen LfCycle Ix 2050 R6 | — | 40,628.01 | $1.2M | $1.3M | 3.5% | |
| CREF Global Equities R1 | — | 3,233.362 | $335K | $1.1M | 3.0% | |
| TIAA Access Nuv Equity Idx T4 | — | 8,810.149 | $236K | $1.1M | 2.9% | |
| Nuveen LfCycle Ix 2055 R6 | — | 40,483.173 | $972K | $1.0M | 2.8% | |
| Nuveen Equity Index R6 | — | 23,892.742 | $625K | $980K | 2.7% | |
| Nuveen LfCycle Ix 2040 R6 | — | 32,755.68 | $905K | $959K | 2.6% | |
| TIAA Traditional Non Benefit Responsive 2 | — | — | — | $951K | 2.6% | |
| Nuveen LfCycle Ix 2020 R6 | — | 47,215.799 | $891K | $890K | 2.4% | |
| CREF Growth R1 | — | 1,619.132 | $116K | $834K | 2.3% | |
| CREF Equity Index R1 | — | 1,631.34 | $152K | $823K | 2.2% | |
| Putnam Large Cap Value Fund R6 | — | 21,092.027 | $647K | $727K | 2.0% | |
| JPMorgan Large Cap Growth R6 | — | 8,328.668 | $467K | $697K | 1.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | 1,436.459 | $525K | $663K | 1.8% | |
| MFS International Growth Cl R6 | — | 13,217.795 | $549K | $547K | 1.5% | |
| CREF Core Bond R1 | — | 3,805.704 | $390K | $500K | 1.4% | |
| Nuveen LfCyc Ix Ret Inc R6 | — | 28,026.577 | $441K | $448K | 1.2% | |
| TIAA Access Nuv LifCyc 2030 T4 | — | 6,631.879 | $291K | $417K | 1.1% | |
| Vanguard Small-Cap Idx Adm | — | 3,514.312 | $287K | $405K | 1.1% | |
| TIAA Stable Value | — | — | — | $378K | 1.0% | |
| CREF Money Market R1 | — | 12,543.367 | $329K | $365K | 1.0% | |
| CREF Social Choice R1 | — | 895.21 | $118K | $323K | 0.9% | |
| Nuveen Internatl Eq Idx R6 | — | 13,096.165 | $260K | $288K | 0.8% | |
| Vanguard Real Estate Idx Adm | — | 1,964.104 | $245K | $248K | 0.7% | |
| TIAA Access Nuv Lrg Cap Val T4 | — | 2,867.778 | $80K | $215K | 0.6% | |
| American Cent MdCpVa Fd Cla R6 | — | 13,322.032 | $212K | $207K | 0.6% | |
| TIAA Traditional Benefit Responsive | — | — | — | $185K | 0.5% | |
| Janus Henderson Enterprise N | — | 1,266.086 | $166K | $182K | 0.5% | |
| Nuveen Bond Index R6 | — | 19,096.182 | $191K | $181K | 0.5% | |
| TIAA Access Nuv Core Equity T4 | — | 1,083.621 | $90K | $158K | 0.4% | |
| AllianceBernstein Sm Cap Gr Z | — | 2,137.54 | $147K | $158K | 0.4% | |
| TIAA Access Nuv LifCyc 2025 T4 | — | 2,627.462 | $72K | $157K | 0.4% | |
| TIAA Access Nuv Mid Cap Val T4 | — | 2,104.342 | $72K | $157K | 0.4% | |
| Vanguard Mid-Cap Idx Adm | — | 475.696 | $136K | $155K | 0.4% | |
| BlackRock Infl Protected Bd K | — | 15,567.23 | $167K | $147K | 0.4% | |
| FedHermes Instl High Yd Bd R6 | — | 14,705.42 | $136K | $130K | 0.4% | |
| Nuveen Money Market R6 | — | 127,004.06 | $127K | $127K | 0.3% | |
| American Funds New World R6 | — | 1,641.17 | $123K | $126K | 0.3% | |
| TIAA Access Nuv Intl Equity T4 | — | 3,207.698 | $75K | $119K | 0.3% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 | — | 1,263.102 | $43K | $100K | 0.3% | |
| PGIM Total Return Bond R6 | — | 7,318.339 | $99K | $87K | 0.2% | |
| Participant Loan Fund | — | — | — | $80K | 0.2% | |
| CREF Inflation-Linked Bond R1 | — | 949.07 | $54K | $79K | 0.2% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 | — | 638.657 | $14K | $57K | 0.2% | |
| Plan Loan Default Fund | — | — | — | $45K | 0.1% | |
| TIAA Access Nuv RlEstSecSel T4 | — | 793.271 | $22K | $41K | 0.1% | |
| TIAA Access Nuv LifCyc 2020 T4 | — | 686.214 | $39K | $39K | 0.1% | |
| Dodge & Cox Intl Stock Fund I | — | 611.664 | $28K | $31K | <0.1% | |
| TIAA Access Nuv Core Bond T4 | — | 765.434 | $26K | $30K | <0.1% | |
| Delaware Small Cap Value R6 | — | 365.919 | $23K | $26K | <0.1% | |
| TIAA Access Nuv LifCyc 2045 T4 | — | 335.283 | $11K | $25K | <0.1% | |
| TIAA Access Nuv Infl Lnk Bd T4 | — | 585.892 | $23K | $23K | <0.1% | |
| TIAA Access Nuv LifCyc 2050 T4 | — | 296.626 | $9K | $22K | <0.1% | |
| TIAA Access Nuv LgCp Res Eq T4 | — | 163.119 | $9K | $18K | <0.1% | |
| TIAA Access Nuv Core Pl Bd T4 | — | 366.727 | $12K | $15K | <0.1% | |
| TIAA Access Nuv LifCyc 2035 T4 | — | 216.142 | $5K | $15K | <0.1% | |
| Nuveen LfCycle Ix 2060 R6 | — | 336.402 | $7K | $7K | <0.1% | |
| TIAA Access Nuv LifCyc 2015 T4 | — | 70.708 | $2K | $4K | <0.1% | |
| TIAA Access Nuv Mid Cap Grw T4 | — | 43.589 | $3K | $4K | <0.1% | |
| TIAA Access Nuv Lrg Cap Gr T4 | — | 18.296 | $1K | $3K | <0.1% | |
| Nuveen LfCycle Ix 2065 R6 | — | 158.457 | $2K | $2K | <0.1% | |
| TIAA Access Nuv LifCyc 2040 T4 | — | 4.362 | $116 | $318 | <0.1% |
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