Back to filter
Original filing (PDF)20260323135025NAL0000769859001
THE BENJAMIN SCHOOL
Form 5500
FILING_RECEIVED
THE BENJAMIN SCHOOL DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Active participants
373
Accounts w/ balance
489
Plan assets (EOY)
$47.2M
Net assets (EOY)
$47.2M
How this plan invests
This plan
1 pooled trust
Schedule D
43 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 (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BENJAMIN SCHOOL.
Plan sponsor
Name
THE BENJAMIN SCHOOL
EIN
59-1536502
Address
11000 ELLISON WILSON ROAD · NORTH PALM BEACH, FL · 33408
Phone
(561) 626-3747
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-09-01
Tax period
2025-08-31
Filed
2026-03-23
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TEMPLETON & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-TEACHERS INSUR & ANNUITY ASSOC | 13-1624203 | — | RECORDKEEPER | $31K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS, INC | 82-1434504 | — | INVESTMENT ADVISOR/TPA | $24K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TEMPLETON & COMPANY | 14-1918990 | — | AUDITOR | $5K | — |
Investments
42 direct securities · 1 pooled fund· $46.9M(99% 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
$46.2M
42 holdings
Pooled Separate Account
$718K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive | — | — | — | $7.1M | 15.0% | |
| Vanguard 500 Index Adm | — | — | — | $6.3M | 13.4% | |
| CREF Accounts Stock R1 | — | — | — | $5.8M | 12.3% | |
| CREF Accounts Growth R1 | — | — | — | $2.9M | 6.1% | |
| TIAA Traditional Beneft Responsive | — | — | — | $2.3M | 4.8% | |
| CREF Accounts Global Equities R1 | — | — | — | $2.0M | 4.2% | |
| CREF Accounts Equity Index R1 | — | — | — | $1.7M | 3.7% | |
| Vanguard Devloped Markets Index Investment | — | — | — | $1.7M | 3.6% | |
| TIAA Traditional Benefit Responsive 2 ** 545 * TIAA Traditional Non Benefit Responsive 2 | — | — | — | $1.6M | 3.4% | |
| Vanguard Target Retirement 2040 Investment | — | — | — | $1.3M | 2.9% | |
| Vanguard Target Retirement 2030 Investment | — | — | — | $1.2M | 2.5% | |
| Parnassus Value Equity Instl | — | — | — | $1.1M | 2.3% | |
| Vanguard Target Retirement 2035 Investment | — | — | — | $956K | 2.0% | |
| TIAA Stable Value | — | — | — | $809K | 1.7% | |
| Dimensional Fund Advisors US Core Equity 1 Inst | — | — | — | $722K | 1.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $718K | 1.5% | |
| Vanguard Target Retirement 2050 Investment | — | — | — | $677K | 1.4% | |
| Vanguard Target Retirement 2045 Investment | — | — | — | $654K | 1.4% | |
| Vanguard Small-Cap Idx Adm | — | — | — | $624K | 1.3% | |
| PGIM Total Return Bond Z | — | — | — | $602K | 1.3% | |
| CREF Accounts Social Choice R1 | — | — | — | $580K | 1.2% | |
| PIMCO Real Return Institutional Class | — | — | — | $546K | 1.2% | |
| Vanguard Short-Trm Invt Gd Adm | — | — | — | $482K | 1.0% | |
| Vanguard Target Retirement 2025 Investment | — | — | — | $480K | 1.0% | |
| Vanguard Mid-Cap Index Adm | — | — | — | $471K | 1.0% | |
| Vanguard Target Retirement 2055 Investment | — | — | — | $450K | 1.0% | |
| CREF Accounts Money Market R1 | — | — | — | $389K | 0.8% | |
| CREF Accounts Core Bond Market R1 | — | — | — | $354K | 0.7% | |
| Vanguard Target Retirement 2060 Investment | — | — | — | $353K | 0.7% | |
| Vanguard REIT Index Adm | — | — | — | $315K | 0.7% | |
| MFS Value Fund Class R6 | — | — | — | $310K | 0.7% | |
| Blackrock High Yield Bond Instl | — | — | — | $274K | 0.6% | |
| CREF Accounts Inflation-Linked Bond R1 | — | — | — | $196K | 0.4% | |
| Janus Henderson Triton I | — | — | — | $182K | 0.4% | |
| Vanguard Target Retirement 2020 Investment | — | — | — | $181K | 0.4% | |
| Eaton Vance Atlanta Capital SMID Cap R6 | — | — | — | $172K | 0.4% | |
| American Funds Income Fund of America R6 | — | — | — | $130K | 0.3% | |
| American Century American Century Mid Cap Value I | — | — | — | $89K | 0.2% | |
| American Funds New World R6 | — | — | — | $80K | 0.2% | |
| Dimensional Fund Advisors DFA US Targeted Val Port Inst | — | — | — | $59K | 0.1% | |
| Vanguard Target Retirement 2070 Investment | — | — | — | $24K | <0.1% | |
| Vanguard Target Retirement 2065 Investment | — | — | — | $15K | <0.1% | |
| Vanguard Target Retirement Income Investment | — | — | — | $12K | <0.1% |