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Original filing (PDF)20250904131417NAL0016157313001
TETON SCIENCE SCHOOLS
Form 5500
FILING_RECEIVED
TETON SCIENCE SCHOOLS 403(B) DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
101
Accounts w/ balance
180
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
How this plan invests
This plan
1 pooled trust
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TETON SCIENCE SCHOOLS.
Plan sponsor
Name
TETON SCIENCE SCHOOLS
EIN
83-0219163
Address
700 COYOTE CANYON ROAD · JACKSON, WY · 83001
Phone
(307) 734-3760
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
2025-09-04
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
CARVER, FLOREK & JAMES, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $34K | — |
Investments
38 direct securities · 1 pooled fund· $8.6M(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
$8.6M
38 holdings
Pooled Separate Account
$37K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Ret 2045 Inv Registered Investment Co. | — | — | — | $1.7M | 19.7% | |
| Vanguard Target Ret 2035 Inv Registered Investment Co. | — | — | — | $873K | 10.2% | |
| Vanguard Target Ret 2040 Inv Registered Investment Co. | — | — | — | $862K | 10.0% | |
| Vanguard Target Ret 2050 Inv Registered Investment Co. | — | — | — | $623K | 7.3% | |
| Vanguard Target Ret 2055 Inv Registered Investment Co. | — | — | — | $457K | 5.3% | |
| TIAA Insurance Contracts Investment Contracts with Insurance | — | — | — | $445K | 5.2% | |
| Vanguard Target Ret 2030 Inv Registered Investment Co. | — | — | — | $382K | 4.4% | |
| TIAA - CREF Lg - Cap G Idx - Inst Registered Investment Co. | — | — | — | $350K | 4.1% | |
| Vanguard 500 Idx Adm Registered Investment Co. | — | — | — | $281K | 3.3% | |
| American EuroPac Growth R6 Registered Investment Co. | — | — | — | $265K | 3.1% | |
| TIAA - Cref Core Impact Bd - Inst Registered Investment Co. | — | — | — | $245K | 2.9% | |
| TIAA Access Social Ch Eq Registered Investment Co. | — | — | — | $234K | 2.7% | |
| Vanguard Target Ret 2060 Inv Registered Investment Co. | — | — | — | $217K | 2.5% | |
| CREF Growth Registered Investment Co. | — | — | — | $178K | 2.1% | |
| CREF Stock Registered Investment Co. | — | — | — | $167K | 1.9% | |
| Vanguard Target Ret 2025 Inv Registered Investment Co. | — | — | — | $150K | 1.8% | |
| CREF Equity Index Registered Investment Co. | — | — | — | $147K | 1.7% | |
| Vanguard Small - Cap Idx Adm Registered Investment Co. | — | — | — | $132K | 1.5% | |
| Vanguard Mid-Cap Idx Adm Registered Investment Co. | — | — | — | $129K | 1.5% | |
| Blackrock Total Return K Registered Investment Co. | — | — | — | $118K | 1.4% | |
| DFA US Large Cap Value Inst Registered Investment Co. | — | — | — | $113K | 1.3% | |
| CREF Social Choice Registered Investment Co. | — | — | — | $98K | 1.1% | |
| Vanguard Target Ret 2020 Inv Registered Investment Co. | — | — | — | $92K | 1.1% | |
| CREF Global Entities Registered Investment Co. | — | — | — | $77K | 0.9% | |
| DFA Real Estate Sec Port Inst Registered Investment Co. | — | — | — | $61K | 0.7% | |
| Vanguard Emerging Markets Idx Registered Investment Co. | — | — | — | $46K | 0.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $37K | 0.4% | |
| TIAA Access Intl Equity Registered Investment Co. | — | — | — | $29K | 0.3% | |
| CREF Money Market Registered Investment Co. | — | — | — | $26K | 0.3% | |
| TIAA Access Lg-Cap Val Registered Investment Co. | — | — | — | $17K | 0.2% | |
| TIAA Access Mid-Cap Val Registered Investment Co. | — | — | — | $9K | 0.1% | |
| Vanguard Target Ret 2065 Inv Registered Investment Co. | — | — | — | $8K | <0.1% | |
| TIAA Access NUV QT SM CP Registered Investment Co. | — | — | — | $7K | <0.1% | |
| TIAA Real Estate Secs Registered Investment Co. | — | — | — | $5K | <0.1% | |
| CREF Bond Market Registered Investment Co. | — | — | — | $4K | <0.1% | |
| TIAA Access NUV MID Cap Registered Investment Co. | — | — | — | $4K | <0.1% | |
| TIAA Access Sm-Cap Registered Investment Co. | — | — | — | $4K | <0.1% | |
| Participant Loans N/A | — | — | — | $2K | <0.1% | |
| CREF Inflation-Linked Bond Registered Investment Co. | — | — | — | $1K | <0.1% |
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