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Original filing (PDF)20250829110405NAL0011275665001
WESTSIDE SCHOOL
Form 5500
FILING_RECEIVED
WESTSIDE SCHOOL 403(B) DC PLAN
403(b) retirement plan
Active participants
90
Accounts w/ balance
149
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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 (1 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTSIDE SCHOOL.
Plan sponsor
Name
WESTSIDE SCHOOL
EIN
91-1151493
Address
10404 34TH AVENUE SW · SEATTLE, WA · 98146
Phone
(206) 932-2511
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-29
Pension benefit codes
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK, NY | RECORDKEEPING | $269 | — |
Investments
29 direct securities · 1 pooled fund· $4.5M(97% 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
$4.4M
29 holdings
Pooled Separate Account
$117K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Growth R1 | — | — | — | $931K | 20.1% | |
| CREF Equity Index R1 | — | — | — | $614K | 13.3% | |
| TIAA Access Lifecycle 2050 T4 | — | — | — | $503K | 10.9% | |
| CREF Money Market R1 | — | — | — | $390K | 8.4% | |
| CREF Global Equities R1 | — | — | — | $327K | 7.1% | |
| CREF Stock R1 | — | — | — | $248K | 5.4% | |
| Fixed Annuity Contracts * TIAA Traditional Non Benefit Responsive | — | — | — | $186K | 4.0% | |
| TIAA Access Lifecycle 2055 T4 | — | — | — | $138K | 3.0% | |
| TIAA Access Lifecycle 2045 T4 | — | — | — | $131K | 2.8% | |
| Variable Annuity Accounts * CREF Core Bond R1 | — | — | — | $122K | 2.6% | |
| CREF Social Choice R1 | — | — | — | $119K | 2.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $117K | 2.5% | |
| TIAA Traditional Benefit Responsive | — | — | — | $106K | 2.3% | |
| TIAA Access Lifecycle 2035 T4 | — | — | — | $103K | 2.2% | |
| TIAA Access Lifecycle 2030 T4 | — | — | — | $90K | 1.9% | |
| TIAA Access Lifecycle 2060 T4 | — | — | — | $50K | 1.1% | |
| Vanguard Strategic Equity Inv | — | — | — | $45K | 1.0% | |
| Vanguard TTL Intl Stk Idx Adm | — | — | — | $37K | 0.8% | |
| CREF Inflation-Linked Bond R1 | — | — | — | $36K | 0.8% | |
| TIAA Traditional Benefit Responsive 2 | — | — | — | $28K | 0.6% | |
| American Europac Growth R6 | — | — | — | $28K | 0.6% | |
| Dodge & Cox Income Fund - CL X 754 Vanguard Value Index Adm | — | — | — | $26K | 0.6% | |
| Vanguard Small-Cap Idx Adm | — | — | — | $23K | 0.5% | |
| Vanguard Mid-Cap Idx Adm | — | — | — | $23K | 0.5% | |
| Vanguard Growth Index Adm | — | — | — | $19K | 0.4% | |
| Vanguard Real Estate Idx Adm | — | — | — | $17K | 0.4% | |
| Participant Loans * Participants Interest Rates 9.50% | — | — | — | $11K | 0.2% | |
| TIAA Access Lifecycle 2025 T4 | — | — | — | $10K | 0.2% | |
| Vanguard Infl Protect Sec Adm | — | — | — | $9K | 0.2% | |
| State Street Equity 500 Indx K | — | — | — | $8K | 0.2% |
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