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Original filing (PDF)20250730101215NAL0002243235001
THE GREGORY SCHOOL
Form 5500
FILING_RECEIVED
THE GREGORY SCHOOL 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
81
Accounts w/ balance
169
Plan assets (EOY)
$11.1M
Net assets (EOY)
$11.1M
How this plan invests
This plan
1 pooled trust
Schedule D
53 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 THE GREGORY SCHOOL.
Plan sponsor
Name
THE GREGORY SCHOOL
EIN
86-0374130
Address
3231 N CRAYCROFT ROAD · TUCSON, AZ · 85712
Phone
(520) 327-6395
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
2025-07-30
Pension benefit codes
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLSPRING FINANCIAL PARTNERS. | — | TUCSON, AZ | NONE | $15K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $9K | — |
Investments
48 direct securities · 1 pooled fund· $16.1M(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
$11.1M
48 holdings
Pooled Separate Account
$5.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $5.0M | 45.0% | |
| CREF Stock Account | — | — | — | $1.3M | 11.6% | |
| CREF Growth Account | — | — | — | $1.2M | 10.8% | |
| TIAA Traditional Insurance Non Benefit Responsive | — | — | — | $942K | 8.5% | |
| CREF Money Market Account | — | — | — | $850K | 7.7% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $765K | 6.9% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $743K | 6.7% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $636K | 5.7% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $629K | 5.7% | |
| Vanguard 500 Index Admiral | — | — | — | $519K | 4.7% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $475K | 4.3% | |
| CREF Equity Index Account | — | — | — | $338K | 3.0% | |
| Vanguard Value Index Admiral | — | — | — | $336K | 3.0% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $273K | 2.5% | |
| CREF Global Equities Account | — | — | — | $242K | 2.2% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $222K | 2.0% | |
| Vanguard Total International Stock Index Admiral | — | — | — | $194K | 1.8% | |
| TIAA Access Lifecycle 2025 | — | — | — | $175K | 1.6% | |
| CREF Social Choice Account | — | — | — | $146K | 1.3% | |
| TIAA Access Lifecycle 2045 | — | — | — | $143K | 1.3% | |
| TIAA Access Lifecycle 2015 | — | — | — | $131K | 1.2% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $119K | 1.1% | |
| TIAA Access Lifecycle 2020 | — | — | — | $114K | 1.0% | |
| TIAA Access Lifecycle 2030 | — | — | — | $106K | 1.0% | |
| TIAA Real Estate | — | — | — | $91K | 0.8% | |
| CREF Bond Market Account | — | — | — | $72K | 0.6% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $62K | 0.6% | |
| TIAA Access Lifecycle 2040 | — | — | — | $51K | 0.5% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $42K | 0.4% | |
| Vanguard Target Retirement Income Fund | — | — | — | $28K | 0.3% | |
| Vanguard Small-Cap Index Admiral | — | — | — | $19K | 0.2% | |
| TIAA Access Lifecycle 2050 | — | — | — | $16K | 0.1% | |
| DFA Five Year Global Fixed Income Port I | — | — | — | $14K | 0.1% | |
| TIAA Access Lifecycle 2055 | — | — | — | $14K | 0.1% | |
| Vanguard Federal Money Market Investment 510 * Vanguard Growth Index Admiral | — | — | — | $12K | 0.1% | |
| TIAA Access Lifecycle 2060 | — | — | — | $10K | <0.1% | |
| TIAA Access Lifecycle 2035 | — | — | — | $10K | <0.1% | |
| DFA Emerging Markets Core Equity I | — | — | — | $6K | <0.1% | |
| Vanguard Mid Cap Index Admiral 818 * Vanguard Real Estate Index Admiral | — | — | — | $5K | <0.1% | |
| CREF Inflation-Linked Bond Account | — | — | — | $5K | <0.1% | |
| Vanguard Mid Cap Index Adm Vanguard 0 818 Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $5K | <0.1% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $3K | <0.1% | |
| Participants Interest Rate at 9.5% Maturing on August 2027 | — | — | — | $3K | <0.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $3K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% | |
| Vanguard Total World Stock Index Admiral | — | — | — | $2K | <0.1% | |
| DFA DRA U.S. Social Core Equity I | — | — | — | $2K | <0.1% |
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