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Original filing (PDF)20250404130340NAL0007368035001
WASHINGTON EPISCOPAL SCHOOL
Form 5500
FILING_RECEIVED
WASHINGTON EPISCOPAL SCHOOL TIAA-CREF RETIREMENT PLAN
403(b) retirement plan
Active participants
85
Accounts w/ balance
207
Plan assets (EOY)
$25.1M
Net assets (EOY)
$25.1M
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 (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WASHINGTON EPISCOPAL SCHOOL.
Plan sponsor
Name
WASHINGTON EPISCOPAL SCHOOL
EIN
54-1453297
Address
5600 LITTLE FALLS PARKWAY · BETHESDA, MD · 20816
Phone
(301) 652-7878
Industry
Educational Servicessee all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-04
Pension benefit codes
2E · Profit-sharing
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)
Audit & trust (Schedule H)
Auditor
HOZIK & COMPANY, P.L.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE AND ANNUI | 13-1624203 | NEW YORK, NY | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST | 26-0058143 | OMAHA, NE | ADVISOR | $8K | — |
Investments
1 pooled fund· $871K(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 | $871K | 3.5% |