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Original filing (PDF)20250729121517NAL0002726337001
ANTILLES SCHOOL, INC.
Form 5500
FILING_RECEIVED
ANTILLES SCHOOL 403(B) PLAN
403(b) retirement plan
Active participants
46
Accounts w/ balance
174
Plan assets (EOY)
$15.6M
Net assets (EOY)
$15.6M
How this plan invests
This plan
1 pooled trust
Schedule D
45 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 (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANTILLES SCHOOL, INC..
Plan sponsor
Name
ANTILLES SCHOOL, INC.
EIN
67-0250379
Address
7280 FRENCHMAN BAY # 16-1 · ST THOMAS, VI · 008022809
Phone
(340) 776-1600
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
2025-07-29
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
BERT SMITH & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARSHALL & STERLING WEALTH ADVISORS | 14-1759387 | POUGHKEEPSIE, NY | — | $16K | — |
| TIAA- TEACHERS INSURANCE AND ANNUIT | 13-1624203 | NEW YORK, NY | — | $12K | — |
Investments
44 direct securities · 1 pooled fund· $15.6M(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
$15.2M
43 holdings
Mutual Funds
$210K
1 holding
Pooled Separate Account
$130K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive Fixed Annuity Contract | — | — | — | $3.8M | 24.5% | |
| CREF Stock Variable Annuity Fund | — | — | — | $3.0M | 19.3% | |
| TIAA-CREF Lifecycle Index 2035-Inst Mutual Funds | — | — | — | $998K | 6.4% | |
| Vanguard 500 Index Adm Mutual Funds | — | — | — | $772K | 5.0% | |
| CREF Growth Variable Annuity Fund | — | — | — | $687K | 4.4% | |
| CREF Equity Index Variable Annuity Fund | — | — | — | $652K | 4.2% | |
| TIAA-CREF Lifecycle Index 2025-Inst Mutual Funds | — | — | — | $626K | 4.0% | |
| TIAA-CREF Lifecycle Index 2030-Inst Mutual Funds | — | — | — | $516K | 3.3% | |
| CREF Global Equities Variable Annuity Fund | — | — | — | $400K | 2.6% | |
| T. Rowe Price All - Cap Opport I Mutual Funds | — | — | — | $337K | 2.2% | |
| CREF Money Market Variable Annuity Fund | — | — | — | $318K | 2.0% | |
| TIAA-CREF Lifecycle Index 2040-Inst Mutual Funds | — | — | — | $290K | 1.9% | |
| TIAA-CREF Lifecycle Index 2050-Inst Mutual Funds | — | — | — | $251K | 1.6% | |
| Annuity Funds * TIAA Access Lifecyle Rtmt Inc Fixed Annuity Fund | — | — | — | $238K | 1.5% | |
| s * TIAA-CREF Core Bond Plus-Inst Mutual Funds | Mutual Funds | — | — | $210K | 1.3% | |
| TIAA Stable Value Benefit Responsive Fixed Annuity Contract | — | — | — | $194K | 1.2% | |
| American Funds Balanced Fd Mutual Funds | — | — | — | $181K | 1.2% | |
| TIAA-CREF Lifecycle Index 2020-Inst Mutual Funds | — | — | — | $174K | 1.1% | |
| CREF Bond Market Variable Annuity Fund | — | — | — | $173K | 1.1% | |
| TIAA-CREF Lifecycle Index 2045-Inst Mutual Funds | — | — | — | $147K | 0.9% | |
| Janus Henderson Triton N Mutual Funds | — | — | — | $138K | 0.9% | |
| Vanguard Real Estate Idx Adm Mutual Funds | — | — | — | $132K | 0.8% | |
| DFA US Targeted Val Port Inst Mutual Funds 26 DFA Inflation Prot Sec Port Inst Mutual Funds | — | — | — | $131K | 0.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $130K | 0.8% | |
| Notes Receivable from Participants 4.25% to 9.50% | — | — | — | $127K | 0.8% | |
| TIAA-CREF Lifecycle Index 2015-Inst Mutual Funds | — | — | — | $125K | 0.8% | |
| CREF Social Choice Variable Annuity Fund | — | — | — | $113K | 0.7% | |
| American Fd New Perspective Mutual Funds | — | — | — | $99K | 0.6% | |
| Vanguard Equity Income Adm Mutual Funds | — | — | — | $74K | 0.5% | |
| Allspring Spec_Mid Cap Val Mutual Funds | — | — | — | $70K | 0.5% | |
| Plan Loan Default Fund Benefit Responsive Fixed Annuity Contract | — | — | — | $67K | 0.4% | |
| BlackRock Hgh Yld Bd Portf K Mutual Funds | — | — | — | $65K | 0.4% | |
| Vanguard Small-Cap Idx Adm Mutual Funds | — | — | — | $54K | 0.3% | |
| Vanguard Intl Growth Adm Mutual Funds | — | — | — | $54K | 0.3% | |
| TIAA-CREF Lifecycle Index RtIn-Inst Mutual Funds | — | — | — | $49K | 0.3% | |
| TIAA Traditional Benefit Responsive Fixed Annuity Contract | — | — | — | $32K | 0.2% | |
| Vanguard Mid-Cap Idx Adm Mutual Funds | — | — | — | $30K | 0.2% | |
| CREF Inflation-Linked Bond R1 Variable Annuity Fund | — | — | — | $27K | 0.2% | |
| TIAA-CREF Lifecycle Index 2055-Inst Mutual Funds | — | — | — | $24K | 0.2% | |
| Virtus Kar Mid Cap Gr Mutual Funds | — | — | — | $19K | 0.1% | |
| TIAA-CREF Lifecycle Index 2065-Inst Mutual Funds | — | — | — | $10K | <0.1% | |
| American Funds New World Mutual Funds | — | — | — | $9K | <0.1% | |
| TIAA-CREF Lifecycle Index 2060-Inst Mutual Funds | — | — | — | $8K | <0.1% | |
| TIAA Access Lifecycle 2040 Fixed Annuity Fund | — | — | — | $6K | <0.1% | |
| TIAA Access Lifecycle 2055 Fixed Annuity Fund | — | — | — | $1K | <0.1% |
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