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Original filing (PDF)20250519110354NAL0002533442001
GREENHILL SCHOOL
Form 5500
FILING_RECEIVED
GREENHILL SCHOOL 403(B) PLAN
403(b) retirement plan
Active participants
429
Accounts w/ balance
596
Plan assets (EOY)
$62.9M
Net assets (EOY)
$62.9M
How this plan invests
This plan
1 pooled trust
Schedule D
62 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREENHILL SCHOOL.
Plan sponsor
Name
GREENHILL SCHOOL
EIN
75-1022742
Address
4141 SPRING VALLEY ROAD · ADDISON, TX · 75001
Phone
(972) 628-5516
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-19
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $93K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARMANINO LLP | 94-6214841 | — | AUDITOR | $15K | — |
Investments
61 direct securities · 1 pooled fund· $62.8M(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
$62.4M
61 holdings
Pooled Separate Account
$469K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Mutual fund | — | — | — | $6.4M | 10.3% | |
| Dodge & Cox Income Mutual fund | — | — | — | $5.6M | 9.0% | |
| T. Rowe Price Retirement 2035 Mutual fund | — | — | — | $5.0M | 7.9% | |
| TIAA Traditional Non-fully Benefit-Responsive Guaranteed annuity contract | — | — | — | $4.8M | 7.7% | |
| T. Rowe Price Retirement 2045 Mutual fund | — | — | — | $3.8M | 6.0% | |
| T. Rowe Price Retirement 2040 Mutual fund | — | — | — | $3.7M | 5.9% | |
| CREF Stock R1 Variable annuity account | — | — | — | $3.4M | 5.4% | |
| Fidelity International Index Instl Prem Mutual fund | — | — | — | $3.0M | 4.8% | |
| T. Rowe Price Retirement 2030 Mutual fund | — | — | — | $3.0M | 4.8% | |
| T. Rowe Price Retirement 2025 Mutual fund | — | — | — | $2.4M | 3.9% | |
| American Century US Gov MM Inv Mutual fund | — | — | — | $2.1M | 3.3% | |
| T. Rowe Price Retirement 2055 Mutual fund | — | — | — | $1.8M | 2.9% | |
| Parnassus Core Equity Instl Mutual fund | — | — | — | $1.7M | 2.7% | |
| T. Rowe Price Retirement 2050 Mutual fund | — | — | — | $1.6M | 2.5% | |
| Vanguard Small Cap Index Adm Mutual fund | — | — | — | $1.3M | 2.0% | |
| CREF Growth R1 Variable annuity account | — | — | — | $1.2M | 1.9% | |
| T. Rowe Price Blue Chip Growth Mutual fund | — | — | — | $1.1M | 1.7% | |
| Vanguard Mid Cap Index Adm Mutual fund | — | — | — | $991K | 1.6% | |
| CREF Equity Index R1 Variable annuity account | — | — | — | $980K | 1.6% | |
| American Funds EuroPacific Growth R6 Mutual fund | — | — | — | $914K | 1.5% | |
| Vanguard Strategic Equity Mutual fund | — | — | — | $726K | 1.2% | |
| CREF Global Equities R1 Variable annuity account | — | — | — | $722K | 1.1% | |
| CREF Social Choice R1 Variable annuity account | — | — | — | $632K | 1.0% | |
| T. Rowe Price Retirement 2020 Mutual fund | — | — | — | $613K | 1.0% | |
| T. Rowe Price Mid Cap Growth Mutual fund | — | — | — | $603K | 1.0% | |
| Nuveen Real Estate Secs I Mutual fund | — | — | — | $508K | 0.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $469K | 0.7% | |
| PIMCO Real Return Instl Mutual fund | — | — | — | $440K | 0.7% | |
| T. Rowe Price Retirement 2015 Mutual fund | — | — | — | $413K | 0.7% | |
| CREF Core Bond R1 Variable annuity account | — | — | — | $378K | 0.6% | |
| ClearBridge Large Cap Value I Mutual fund | — | — | — | $356K | 0.6% | |
| Glenmede Quant US Large Cap Core Eq Intl Mutual fund | — | — | — | $332K | 0.5% | |
| T. Rowe Price Retirement 2060 Mutual fund | — | — | — | $231K | 0.4% | |
| CREF Money Market R1 Variable annuity account | — | — | — | $222K | 0.4% | |
| Allspring Special Mid Cap Value Inst Mutual fund | — | — | — | $168K | 0.3% | |
| Notes receivable from participants maturities through December 2029. - | — | — | — | $166K | 0.3% | |
| TFLIC Stable Value Group annuity contract | — | — | — | $156K | 0.2% | |
| TIAA Access Nuv Large Cap Res Eq T3 Variable annuity account | — | — | — | $114K | 0.2% | |
| Fidelity Small Cap Value Mutual fund | — | — | — | $97K | 0.2% | |
| TIAA Access Nuv S&P 500 Idx T3 Variable annuity account | — | — | — | $63K | 0.1% | |
| JPMorgan Small Cap Equity R5 Mutual fund | — | — | — | $59K | <0.1% | |
| TIAA Access Nuv Intl Eq Idx T3 Variable annuity account | — | — | — | $52K | <0.1% | |
| CREF Inflation-Linked Bond R1 Variable annuity account | — | — | — | $51K | <0.1% | |
| TIAA Traditional Benefit-Responsive Guaranteed annuity contract | — | — | — | $47K | <0.1% | |
| TIAA Access Nuv LifeCycle 2040 T3 Variable annuity account | — | — | — | $44K | <0.1% | |
| TIAA Access Nuv LifeCycle 2035 T3 Variable annuity account | — | — | — | $39K | <0.1% | |
| TIAA Access Nuv Large Cap Vl Ix T3 Variable annuity account | — | — | — | $38K | <0.1% | |
| TIAA Access Nuv High Yield T3 Variable annuity account | — | — | — | $34K | <0.1% | |
| TIAA Access Nuv Large Cap Value T3 Variable annuity account | — | — | — | $28K | <0.1% | |
| T. Rowe Price Retirement 2065 Mutual fund | — | — | — | $25K | <0.1% | |
| TIAA Access Nuv LifeCycle 2030 T3 Variable annuity account | — | — | — | $24K | <0.1% | |
| TIAA Access Nuv Small Cap Bl Index T3 Variable annuity account | — | — | — | $23K | <0.1% | |
| TIAA Access Nuv Intl Equity T3 Variable annuity account | — | — | — | $18K | <0.1% | |
| TIAA Access Nuv Core Equity T3 Variable annuity account | — | — | — | $14K | <0.1% | |
| TIAA Access Nuv LifeCycle 2010 T3 Variable annuity account ** 583 * TIAA Access Nuv LifeCycle 2025 T3 Variable annuity account | — | — | — | $11K | <0.1% | |
| TIAA Access Nuv Mid Cap Val T3 Variable annuity account ** 960 * TIAA Access Nuv RlEstSecSel T3 Variable annuity account | — | — | — | $10K | <0.1% | |
| TIAA Access TRP Inst Large Cap Growth T3 Variable annuity account ** 8 * TIAA Access Nuv Qt Small Cap Equity T3 Variable annuity account | — | — | — | $9K | <0.1% | |
| TIAA Access Bond Plus T3 Variable annuity account | — | — | — | $8K | <0.1% | |
| TIAA Access WstAst Cr Pl Bond T3 Variable annuity account | — | — | — | $6K | <0.1% | |
| TIAA Access Nuv Mid Cap Growth T3 Variable annuity account | — | — | — | $3K | <0.1% | |
| TIAA Access Nuv Core Pl Bd T3 Variable annuity account | — | — | — | $3K | <0.1% | |
| TIAA Access Nuv Large Cap Gr T3 Variable annuity account ** 370 * TIAA Access Nuv Large Cp Gr Ix T3 Variable annuity account | — | — | — | $2K | <0.1% |
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