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Original filing (PDF)20260305152309NAL0010372786001
THE BARRIE SCHOOL
Form 5500
FILING_RECEIVED
THE BARRIE SCHOOL RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
120
Accounts w/ balance
351
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BARRIE SCHOOL.
Plan sponsor
Name
THE BARRIE SCHOOL
EIN
52-1336863
Address
13500 LAYHILL RD · SILVER SPRING, MD · 209063203
Phone
(301) 576-2872
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-05
Pension benefit codes
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
ANDERSON, DAVIS & ASSOCIATES, CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
30 direct securities · 1 pooled fund· $6.9M(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
$5.5M
29 holdings
Registered Investment Companies
$1.1M
1 holding
Pooled Separate Account
$190K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Teachers Insurance and Insurance Company General Contract Annuity Association TIAA Traditional Non Benefit Responsive | — | — | — | $1.5M | 21.6% | |
| * College Retirement Equities Fund CREF Stock R1 | Registered Investment Companies | — | — | $1.1M | 16.4% | |
| College Retirement Equities Fund CREF Growth R1 | — | — | — | $961K | 14.0% | |
| College Retirement Equities Fund CREF Global Equities R1 | — | — | — | $500K | 7.3% | |
| College Retirement Equities Fund CREF Money Market R1 | — | — | — | $371K | 5.4% | |
| College Retirement Equities Fund CREF Social Choice R1 | — | — | — | $352K | 5.1% | |
| College Retirement Equities Fund TIAA Access Nuv Lifecycle 2050 T4 | — | — | — | $239K | 3.5% | |
| College Retirement Equities Fund CREF Equity Index R1 | — | — | — | $233K | 3.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $190K | 2.8% | |
| College Retirement Equities Fund TIAA Access Nuv Lifecycle 2045 T4 | — | — | — | $170K | 2.5% | |
| College Retirement Equities Fund CREF Core Bond R1 | — | — | — | $160K | 2.3% | |
| College Retirement Equities Fund TIAA Access Nuv Lifecycle 2040 T4 | — | — | — | $121K | 1.8% | |
| College Retirement Equities Fund TIAA Access Nuv LifCyc 2055 T4 | — | — | — | $120K | 1.8% | |
| College Retirement Equities Fund TIAA Access Nuv Intl Equity T4 | — | — | — | $108K | 1.6% | |
| College Retirement Equities Fund TIAA Access Nuv Lifecycle 2035 T4 | — | — | — | $100K | 1.5% | |
| College Retirement Equities Fund TIAA Access Nuv LifCyc 2060 T4 | — | — | — | $92K | 1.3% | |
| College Retirement Equities Fund CREF Inflation-Linked Bond R1 | — | — | — | $81K | 1.2% | |
| College Retirement Equities Fund TIAA Access Nuv Lifecycle 2030 T4 | — | — | — | $76K | 1.1% | |
| College Retirement Equities Fund TIAA Access Nuv Core Equity T4 | — | — | — | $56K | 0.8% | |
| College Retirement Equities Fund TIAA Access Nuv Lifecycle 2025 T4 | — | — | — | $54K | 0.8% | |
| College Retirement Equities Fund TIAA Access Nuv Mid Cap Val T4 | — | — | — | $42K | 0.6% | |
| College Retirement Equities Fund TIAA Access Nuv LgCp Res Eq T4 | — | — | — | $38K | 0.6% | |
| College Retirement Equities Fund TIAA Access Nuv Qt Sm Cp Eq T4 | — | — | — | $34K | 0.5% | |
| College Retirement Equities Fund TIAA Access Nuv Lrg Cap Val T4 | — | — | — | $32K | 0.5% | |
| College Retirement Equities Fund TIAA Access Nuv Qnt MdCpGrw T4 | — | — | — | $28K | 0.4% | |
| College Retirement Equities Fund TIAA Access Nuv RlEstSecSel T4 | — | — | — | $28K | 0.4% | |
| College Retirement Equities Fund TIAA Access Nuv Lrg Cap Gr T4 | — | — | — | $13K | 0.2% | |
| College Retirement Equities Fund TIAA Access Nuv Sm Cp Bl Ix T4 | — | — | — | $11K | 0.2% | |
| College Retirement Equities Fund TIAA Access Nuv Equity Idx T4 | — | — | — | $9K | 0.1% | |
| College Retirement Equities Fund TIAA Access Nuv Lifecycle 2020 T4 | — | — | — | $8K | 0.1% | |
| College Retirement Equities Fund TIAA Access Nuv Core Pl Bd T4 | — | — | — | $5K | <0.1% |
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