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Original filing (PDF)20250710170201NAL0003653539005
ROWLAND HALL, ST. MARK'S SCHOOL
Form 5500
FILING_RECEIVED
ROWLAND HALL, SAINT MARK'S SCHOOL 403(B) DC PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
284
Accounts w/ balance
440
Plan assets (EOY)
$40.2M
Net assets (EOY)
$40.2M
How this plan invests
This plan
1 pooled trust
Schedule D
35 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.
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROWLAND HALL, ST. MARK'S SCHOOL.
Plan sponsor
Name
ROWLAND HALL, ST. MARK'S SCHOOL
EIN
87-0212477
Address
720 GUARDSMAN WAY · SALT LAKE CITY, UT · 84108
Phone
(801) 355-0399
Industry
Educational Servicessee all
Plan administrator
Name
ROWLAND HALL, ST. MARK'S SCHOOL
EIN
87-0212477
City
SALT LAKE CITY, UT
Phone
(801) 355-0399
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-10
Pension benefit codes
2B · Target benefit
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
VALENTINE AND CALDWELL CPAS, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK, NY | — | $300 | — |
Investments
33 direct securities · 1 pooled fund· $39.6M(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
$38.5M
33 holdings
Pooled Separate Account
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| College Retirement Equities Fund variable annuities TIAA Traditional Annuity Non-Benefit Responsive | — | — | — | $5.4M | 13.5% | |
| College Retirement Equities Fund variable annuities CREF Stock R1 | — | — | — | $5.3M | 13.2% | |
| College Retirement Equities Fund variable annuities CREF Growth R1 | — | — | — | $4.1M | 10.1% | |
| College Retirement Equities Fund variable annuities CREF Global Equities R1 | — | — | — | $3.1M | 7.8% | |
| College Retirement Equities Fund variable annuities CREF Equity Index R1 | — | — | — | $2.3M | 5.8% | |
| College Retirement Equities Fund variable annuities TIAA Access Lifecycle 2045 T4 | — | — | — | $2.3M | 5.6% | |
| College Retirement Equities Fund variable annuities TIAA Access Lifecycle 2030 T4 | — | — | — | $2.0M | 5.0% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Annuity Benefit Responsive | — | — | — | $1.9M | 4.8% | |
| College Retirement Equities Fund variable annuities TIAA Access Lifecycle 2035 T4 | — | — | — | $1.6M | 4.0% | |
| College Retirement Equities Fund variable annuities TIAA Access Lifecycle 2050 T4 | — | — | — | $1.5M | 3.6% | |
| College Retirement Equities Fund variable annuities CREF Social Choice R1 | — | — | — | $1.4M | 3.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.2M | 2.9% | |
| College Retirement Equities Fund variable annuities TIAA Access Lifecycle 2040 T4 | — | — | — | $1.2M | 2.9% | |
| College Retirement Equities Fund variable annuities TIAA Access Lifecycle 2025 T4 | — | — | — | $1.1M | 2.7% | |
| College Retirement Equities Fund variable annuities CREF Core Bond R1 | — | — | — | $790K | 2.0% | |
| College Retirement Equities Fund variable annuities TIAA Access International Equity T4 | — | — | — | $678K | 1.7% | |
| College Retirement Equities Fund variable annuities TIAA Access Large-Cap Value T4 | — | — | — | $561K | 1.4% | |
| College Retirement Equities Fund variable annuities TIAA Access Lifecycle 2055 T4 | — | — | — | $491K | 1.2% | |
| College Retirement Equities Fund variable annuities CREF Money Market R1 | — | — | — | $397K | 1.0% | |
| College Retirement Equities Fund variable annuities TIAA Access Quant Small-Cap Equity T4 | — | — | — | $326K | 0.8% | |
| College Retirement Equities Fund variable annuities TIAA Access Mid-Cap Value T4 | — | — | — | $293K | 0.7% | |
| College Retirement Equities Fund variable annuities TIAA Access Real Estate Securities T4 | — | — | — | $285K | 0.7% | |
| College Retirement Equities Fund variable annuities TIAA Access Lifecycle 2060 T4 | — | — | — | $237K | 0.6% | |
| College Retirement Equities Fund variable annuities TIAA Access Lifecycle 2010 T4 | — | — | — | $215K | 0.5% | |
| College Retirement Equities Fund variable annuities TIAA Nuveen Large Cap Responsible Equity Fund T4 | — | — | — | $195K | 0.5% | |
| College Retirement Equities Fund variable annuities TIAA Access Lifecycle 2015 T4 | — | — | — | $155K | 0.4% | |
| College Retirement Equities Fund variable annuities TIAA Access Equity Index T4 | — | — | — | $143K | 0.4% | |
| College Retirement Equities Fund variable annuities TIAA Access Growth & Income T4 | — | — | — | $103K | 0.3% | |
| College Retirement Equities Fund variable annuities TIAA Access Small-Cap Blend Index T4 | — | — | — | $99K | 0.2% | |
| College Retirement Equities Fund variable annuities TIAA Access Lifecycle 2020 T4 | — | — | — | $99K | 0.2% | |
| College Retirement Equities Fund variable annuities TIAA Access Mid-Cap Growth T4 | — | — | — | $80K | 0.2% | |
| College Retirement Equities Fund variable annuities TIAA Access Large-Cap Growth T4 | — | — | — | $77K | 0.2% | |
| College Retirement Equities Fund variable annuities TIAA Access Core Bond Plus T4 | — | — | — | $68K | 0.2% | |
| Participant loans Interest rates ranging from 4.25 to 9.50% | — | — | — | $38K | <0.1% |
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