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Original filing (PDF)20251002085833NAL0000782994001
DARLINGTON SCHOOL
Form 5500
FILING_RECEIVED
DARLINGTON SCHOOL DC PLAN
403(b) retirement plan
Active participants
201
Accounts w/ balance
413
Plan assets (EOY)
$43.3M
Net assets (EOY)
$43.3M
How this plan invests
This plan
1 pooled trust
Schedule D
52 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DARLINGTON SCHOOL.
Plan sponsor
Name
DARLINGTON SCHOOL
EIN
58-0566169
Address
1014 CAVE SPRING ROAD · ROME, GA · 30161
Phone
(706) 236-0413
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | — | NEW YORK, NY | RECORDKEEPER | $25K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CANNON FINANCIAL STRATEGISTS, INC. | — | ATHENS, GA | CONSULTANT | $41K | — |
Investments
51 direct securities · 1 pooled fund· $43.3M(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
$42.3M
51 holdings
Pooled Separate Account
$1.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Ttl Stk Mkt Idx Inst | — | — | — | $9.8M | 22.5% | |
| TIAA-CREF TIAA Traditional Account - non- | — | — | — | $6.5M | 15.1% | |
| CREF Stock | — | — | — | $5.5M | 12.8% | |
| Vanguard Wellesley Income Adm | — | — | — | $2.6M | 5.9% | |
| TIAA-CREF Lifecycle 2035-Inst | — | — | — | $2.5M | 5.8% | |
| TIAA-CREF Lifecycle 2040-Inst | — | — | — | $1.5M | 3.4% | |
| Vanguard Small-Cap Val Idx Adm | — | — | — | $1.5M | 3.4% | |
| benefit responsive * TIAA-CREF TIAA Traditional Account - benefit | — | — | — | $1.4M | 3.2% | |
| CREF Global Equities | — | — | — | $1.4M | 3.2% | |
| TIAA REAL ESTATE TIAA · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.0M | 2.4% | |
| CREF Bond Market | — | — | — | $900K | 2.1% | |
| Vanguard 500 Idx Adm | — | — | — | $821K | 1.9% | |
| TIAA-CREF Lifecycle 2045-Inst | — | — | — | $818K | 1.9% | |
| TIAA-CREF Lg-Cap Val-Rtmt | — | — | — | $588K | 1.4% | |
| TIAA-CREF Lifecycle 2050-Inst | — | — | — | $508K | 1.2% | |
| TIAA-CREF Lifecycle 2025-Inst | — | — | — | $479K | 1.1% | |
| American Mutual Fund Class R6 | — | — | — | $436K | 1.0% | |
| CREF Inflation-Linked Bond | — | — | — | $425K | 1.0% | |
| TIAA-CREF Lifecycle 2030-Inst | — | — | — | $418K | 1.0% | |
| Vanguard Small-Cap Idx Adm | — | — | — | $413K | 1.0% | |
| CREF Growth | — | — | — | $327K | 0.8% | |
| DFA Emerging Markets I | — | — | — | $304K | 0.7% | |
| TIAA-CREF Lifecycle 2060-Inst | — | — | — | $268K | 0.6% | |
| Participants Notes receivable with varying | — | — | — | $227K | 0.5% | |
| TIAA-CREF Lg-Cap Gr Idx-Inst | — | — | — | $225K | 0.5% | |
| TIAA-CREF Lifecycle 2040-Rtmt | — | — | — | $222K | 0.5% | |
| Vanguard Intl-Trm Bnd Idx-Adm | — | — | — | $217K | 0.5% | |
| CREF Social Choice | — | — | — | $210K | 0.5% | |
| TIAA-CREF Lifecycle 2055-Inst | — | — | — | $178K | 0.4% | |
| TIAA-CREF Intl Eq-Rtmt | — | — | — | $167K | 0.4% | |
| TIAA-CREF Lifecycle 2035-Rtmt | — | — | — | $158K | 0.4% | |
| TIAA-CREF Sm-Cap Eq-Rtmt | — | — | — | $157K | 0.4% | |
| CREF Equity Index | — | — | — | $152K | 0.4% | |
| TIAA-CREF Mid-Cap Val-Rtmt | — | — | — | $132K | 0.3% | |
| TIAA-CREF Lifecycle 2010-Inst | — | — | — | $127K | 0.3% | |
| Vanguard STAR INV | — | — | — | $113K | 0.3% | |
| responsive * TIAA-CREF TIAA Stable Value | — | — | — | $85K | 0.2% | |
| TIAA-CREF Lifecycle 2020-Inst | — | — | — | $81K | 0.2% | |
| CREF Money Market | — | — | — | $61K | 0.1% | |
| TIAA-CREF Lifecycle 2065-Inst | — | — | — | $60K | 0.1% | |
| Vanguard Ttl Intl Stk Idx Adm | — | — | — | $58K | 0.1% | |
| American Fd New Perspective R6 | — | — | — | $57K | 0.1% | |
| Vanguard Infl Protect Sec Adm | — | — | — | $48K | 0.1% | |
| American Europac Growth R6 | — | — | — | $42K | <0.1% | |
| Metropolitan West TotRet Bnd I | — | — | — | $38K | <0.1% | |
| TIAA-CREF Lifecycle 2030-Rtmt | — | — | — | $37K | <0.1% | |
| TIAA-CREF High Yield-Inst | — | — | — | $27K | <0.1% | |
| TIAA-CREF Lifecycle 2015-Inst | — | — | — | $17K | <0.1% | |
| TIAA-CREF Mid-Cap Gr-Rtmt | — | — | — | $13K | <0.1% | |
| TIAA-CREF Lifecycle 2015-Rtmt ** 779 * TIAA-CREF Lifecycle 2020-Rtmt | — | — | — | $12K | <0.1% | |
| TIAA-CREF Money Market - Inst | — | — | — | $12K | <0.1% | |
| TIAA-CREF Lifecycle 2025-Rtmt | — | — | — | $4K | <0.1% |