Original filing (PDF)20250414092431NAL0002874672001

The Potomac School

Name: The Potomac School — The Potomac School Tax-Deferred, Form 5500 (2023)
Creator: The Potomac School
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Potomac School Tax-Deferred Savings and Retirement Plan

403(b) retirement plan · The Potomac School's The Potomac School Tax-Deferred Savings and Retirement Plan held $120.3M in plan assets for 248 participants in 2023.

Signals · 2

Non-clean audit opinionNo recordkeeper disclosed

Active participants

248

Accounts w/ balance

666

Plan assets (EOY)

$120.3M

Net assets (EOY)

$120.3M

How this plan invests

This plan

1 pooled trust

Schedule D

83 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Auditor issued a qualified / adverse / disclaimer opinion.

Helping the score

Below-peer total plan cost (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE POTOMAC SCHOOL.

Plan sponsor

Name

THE POTOMAC SCHOOL

EIN

all filings

Address

1301 POTOMAC SCHOOL ROAD · MCLEAN, VA · 221012350

Phone

(703) 749-6320

Industry

Educational Services

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

2025-04-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

APRIO LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

83 direct securities · 1 pooled fund· $120.0M(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.

Mutual Funds

$97.1M

74 holdings

Common Collective Trusts

$13.0M

4 holdings

Other securities

$5.6M

2 holdings

Pooled Separate Account

$3.2M

1 holding

Stable Value

$837K

1 holding

Bonds / Notes

$307K

1 holding

U.S. Treasuries

$5K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

TIAA / Nuveen$87.2M Vanguard$16.2M American Century$5.4M Fidelity$5.0M American Funds (Capital Group)$1.4M Dodge & Cox$20K

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					% of plan
CREF Stock Account CREF Variable Annuity NR	Mutual Funds	—	—	$21.5M	17.9%
TIAA Traditional Non Benefit Responsive Insurance Annuity Contract NR	Mutual Funds	—	—	$12.2M	10.1%
CREG Growth Account CREF Variable Annuity NR	Mutual Funds	—	—	$10.1M	8.4%
Vanguard 500 Index Mutual Fund NR	Common Collective Trusts	—	—	$6.9M	5.8%
CREF Global Equities Account CREF Variable Annuity NR	Mutual Funds	—	—	$6.5M	5.4%
CREF Equity Index Account CREF Variable Annuity NR	Common Collective Trusts	—	—	$5.7M	4.7%
American Century Ultra Mutual Fund NR	Other securities	—	—	$5.4M	4.4%
MFS Global Equity Mutual Fund NR	Mutual Funds	—	—	$4.5M	3.7%
TIAA Traditional Non Benefit Responsive 2 Insurance Annuity Contract NR	Mutual Funds	—	—	$3.8M	3.1%
CREF Social Choice Account CREF Variable Annuity NR	Mutual Funds	—	—	$3.6M	3.0%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$3.2M	2.7%
Nuveen Lifecycle 2035 Mutual Fund NR	Mutual Funds	—	—	$3.1M	2.5%
Nuveen Lifecycle 2030 Mutual Fund NR	Mutual Funds	—	—	$2.6M	2.1%
Vanguard Value Index Mutual Fund NR	Mutual Funds	—	—	$2.4M	2.0%
Nuveen Lifecycle 2050 Mutual Fund NR	Mutual Funds	—	—	$2.2M	1.8%
Nuveen Lifecycle 2045 Mutual Fund NR	Mutual Funds	—	—	$2.0M	1.7%
CREF Core Bond Account CREF Variable Annuity NR	Mutual Funds	—	—	$1.9M	1.6%
Nuveen Lifecycle 2040 Mutual Fund NR	Mutual Funds	—	—	$1.9M	1.6%
Vanguard Total Bond Market Index Mutual Fund NR	Mutual Funds	—	—	$1.8M	1.5%
Nuveen Lifecycle 2055 Mutual Fund NR	Mutual Funds	—	—	$1.8M	1.5%
Vanguard Total International Stock Index Mutual Fund NR	Mutual Funds	—	—	$1.5M	1.2%
American Funds Europacific Growth Mutual Fund NR	Mutual Funds	—	—	$1.4M	1.2%
Vanguard Mid-Cap Value Index Mutual Fund NR	Mutual Funds	—	—	$1.2M	1.0%
Vanguard Explorer Mutual Fund NR	Mutual Funds	—	—	$1.2M	1.0%
Vanguard Extended Market Index Mutual Fund NR	Mutual Funds	—	—	$986K	0.8%
CREF Money Market Account CREF Variable Annuity NR	Mutual Funds	—	—	$944K	0.8%
CREF Inflation-Linked Bond Account CREF Variable Annuity NR	Mutual Funds	—	—	$940K	0.8%
TIAA Stable Value Insurance Annuity Contract NR	Stable Value	—	—	$837K	0.7%
Nuveen Lifecycle 2025 Mutual Fund NR	Mutual Funds	—	—	$796K	0.7%
Fidelity Contrafund Mutual Fund NR	Mutual Funds	—	—	$760K	0.6%
Nuveen Money Market Mutual Fund NR	Mutual Funds	—	—	$502K	0.4%
Nuveen Lifecycle 2020 Mutual Fund NR	Mutual Funds	—	—	$456K	0.4%
Fidelity Freedom 2045 Mutual Fund NR	Mutual Funds	—	—	$323K	0.3%
Various, bearing interest from * Participant loans 4.25%-9.50% -	Bonds / Notes	—	—	$307K	0.3%
Fidelity Blue Chip Growth Mutual Fund NR	Mutual Funds	—	—	$247K	0.2%
Vanguard Small-Cap Value Index Mutual Fund NR	Mutual Funds	—	—	$233K	0.2%
Fidelity 500 Index Mutual Fund NR	Common Collective Trusts	—	—	$223K	0.2%
Fidelity Freedom 2050 Mutual Fund NR	Mutual Funds	—	—	$220K	0.2%
Fidelity Select Semiconductors Mutual Fund NR	Mutual Funds	—	—	$217K	0.2%
Carillon Eagle Mid Cap Growth Mutual Fund NR	Other securities	—	—	$211K	0.2%
TIAA Traditional Benefit Responsive Insurance Annuity Contract NR	Mutual Funds	—	—	$198K	0.2%
Fidelity Growth Company Mutual Fund NR	Mutual Funds	—	—	$184K	0.2%
Fidelity Freedom 2030 Mutual Fund NR	Mutual Funds	—	—	$178K	0.1%
Fidelity Freedom 2040 Mutual Fund NR	Mutual Funds	—	—	$177K	0.1%
Fidelity Select Biotechnology Mutual Fund NR 103 * Fidelity Select Retailing Mutual Fund NR 380 * Fidelity Government Cash Reserves Mutual Fund NR	Mutual Funds	—	—	$170K	0.1%
Nuveen Lifecycle 2010 Mutual Fund NR	Mutual Funds	—	—	$165K	0.1%
Fidelity Total Bond Mutual Fund NR	Mutual Funds	—	—	$160K	0.1%
Fidelity Capital Appreciation Mutual Fund NR	Mutual Funds	—	—	$145K	0.1%
Fidelity Real Estate Index Mutual Fund NR	Mutual Funds	—	—	$132K	0.1%
Fidelity Mid Cap Index Mutual Fund NR	Mutual Funds	—	—	$126K	0.1%

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