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Original filing (PDF)20251006080326NAL0008408754001
BROOKWOOD SCHOOL, INC.
Form 5500
FILING_RECEIVED
BROOKWOOD SCHOOL DC PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
150
Accounts w/ balance
115
Plan assets (EOY)
$7.2M
Net assets (EOY)
$7.2M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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 BROOKWOOD SCHOOL, INC..
Plan sponsor
Name
BROOKWOOD SCHOOL, INC.
EIN
58-1092697
Address
301 CARDINAL RIDGE RD · THOMASVILLE, GA · 31792
Phone
(229) 226-8070
Industry
Educational Servicessee all
Plan administrator
Name
BROOKWOOD SCHOOL
EIN
58-1092697
City
THOMASVILLE, GA
Phone
(229) 226-8070
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
JOHN KEILLOR
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
32 direct securities · 1 pooled fund· $7.2M(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
$5.4M
31 holdings
Mutual Funds
$1.7M
1 holding
Pooled Separate Account
$189K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * CREF Stock R1 1856.7861 | Mutual Funds | — | — | $1.7M | 23.0% | |
| Insurance Company General Contracts * TIAA Traditional Non Benefit Responsive NA | — | — | — | $1.4M | 19.7% | |
| CREF Growth R1 1927.0419 | — | — | — | $992K | 13.8% | |
| CREF Equity Index R1 800.8474 | — | — | — | $404K | 5.6% | |
| CREF Global Equities R1 1128.7328 | — | — | — | $384K | 5.3% | |
| CREF Money Market R1 9720.9794 | — | — | — | $283K | 3.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $189K | 2.6% | |
| TIAA Access Nuv LifCyc 2025 T4 3139.6014 | — | — | — | $188K | 2.6% | |
| TIAA Access Nuv Intl Equity T4 4651.5114 | — | — | — | $173K | 2.4% | |
| TIAA Access Nuv LifCyc 2045 T4 2233.6590 | — | — | — | $164K | 2.3% | |
| TIAA Access Nuv LifCyc 2030 T4 2169.8188 | — | — | — | $136K | 1.9% | |
| TIAA Access Nuv LifCyc 2050 T4 1628.5980 | — | — | — | $120K | 1.7% | |
| CREF Social Choice R1 313.9764 | — | — | — | $113K | 1.6% | |
| TIAA Access Nuv Lrg Cap Val T4 1449.6803 | — | — | — | $108K | 1.5% | |
| TIAA Access Nuv Core Equity T4 687.6227 | — | — | — | $100K | 1.4% | |
| CREF Core Bond R1 752.2609 | — | — | — | $99K | 1.4% | |
| TIAA Access Nuv Equity Idx T4 787.8914 | — | — | — | $96K | 1.3% | |
| TIAA Access Nuv Mid Cap Val T4 1205.8379 | — | — | — | $90K | 1.2% | |
| TIAA Access Nuv LifCyc 2055 T4 891.7509 | — | — | — | $67K | 0.9% | |
| CREF Inflation-Linked Bond R1 682.1206 | — | — | — | $56K | 0.8% | |
| TIAA Access Nuv LifCyc 2035 T4 826.0758 | — | — | — | $56K | 0.8% | |
| TIAA Access Nuv LifCyc 2010 T4 942.5864 | — | — | — | $51K | 0.7% | |
| TIAA Access Nuv LifCyc 2040 T4 696.0853 | — | — | — | $51K | 0.7% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 572.9958 | — | — | — | $46K | 0.6% | |
| TIAA Access Nuv RlEstSecSel T4 882.3657 | — | — | — | $45K | 0.6% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 380.6009 | — | — | — | $34K | 0.5% | |
| TIAA Access Nuv LifCyc 2060 T4 565.9634 | — | — | — | $30K | 0.4% | |
| TIAA Access Nuv Lrg Cap Gr T4 153.8548 | — | — | — | $27K | 0.4% | |
| TIAA Access Nuv Core Bond T4 271.2410 | — | — | — | $11K | 0.1% | |
| TIAA Access Nuv LgCp Res Eq T4 46.9152 | — | — | — | $5K | <0.1% | |
| TIAA Access Nuv Mid Cap Grw T4 40.0133 | — | — | — | $3K | <0.1% | |
| TIAA Access Nuv Core Pl Bd T4 50.7015 | — | — | — | $2K | <0.1% | |
| TIAA Access Nuv Infl Lnk Bd T4 27.5843 | — | — | — | $1K | <0.1% |
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