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Original filing (PDF)20250616134449NAL0000998977001
WASHINGTON INTERNATIONAL SCHOOL
Form 5500
FILING_RECEIVED
WASHINGTON INTERNATIONAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
214
Accounts w/ balance
507
Plan assets (EOY)
$68.3M
Net assets (EOY)
$68.3M
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 (9 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WASHINGTON INTERNATIONAL SCHOOL.
Plan sponsor
Name
WASHINGTON INTERNATIONAL SCHOOL
EIN
52-0822077
Address
3100 MACOMB STREET NW · WASHINGTON, DC · 20008
Phone
(202) 243-1811
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-16
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)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT CAPITAL GROUP | 37-6572947 | — | ADVISOR | $37K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEW PINNACLE CONSULTING GROUP, LLC | 26-1233837 | — | TPA | $4K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHNREZNICK LLP | 33-4144829 | — | AUDITOR | $16K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOUTWELL FAY LLP | 33-0802931 | — | LEGAL | $423 | — |
Investments
1 pooled fund· $2.4M(3% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $2.4M | 3.5% |
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