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Original filing (PDF)20250827135350NAL0009447969001
CATLIN GABEL SCHOOL
Form 5500
FILING_RECEIVED
CATLIN GABEL SCHOOL RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
222
Accounts w/ balance
452
Plan assets (EOY)
$52.5M
Net assets (EOY)
$52.5M
How this plan invests
This plan
1 pooled trust
Schedule D
57 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 (10 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CATLIN GABEL SCHOOL.
Plan sponsor
Name
CATLIN GABEL SCHOOL
EIN
93-0386804
Address
8825 SW BARNES ROAD · PORTLAND, OR · 972256527
Phone
(503) 297-1894
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
2025-08-27
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
HOFFMAN, STEWART & SCHMIDT, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $51K | — |
Investments
54 direct securities · 1 pooled fund· $52.4M(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
$51.9M
54 holdings
Pooled Separate Account
$450K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional TIAA Traditional Annuity | — | — | — | $5.2M | 10.0% | |
| Vanguard Target Retirement 2030 Shares of registered investment companies | — | — | — | $4.7M | 8.9% | |
| Vanguard Target Retirement 2040 Shares of registered investment companies | — | — | — | $4.6M | 8.8% | |
| Vanguard Target Retirement 2035 Shares of registered investment companies | — | — | — | $4.3M | 8.3% | |
| Vanguard Target Retirement 2045 Shares of registered investment companies | — | — | — | $3.6M | 6.9% | |
| CREF Stock Shares of registered investment companies | — | — | — | $3.4M | 6.6% | |
| Vanguard Target Retirement 2020 Shares of registered investment companies | — | — | — | $2.9M | 5.5% | |
| Vanguard Target Retirement 2025 Shares of registered investment companies | — | — | — | $2.8M | 5.4% | |
| Vanguard Total Stock Market Index Shares of registered investment companies | — | — | — | $2.5M | 4.8% | |
| Vanguard Target Retirement 2055 Shares of registered investment companies | — | — | — | $1.9M | 3.6% | |
| Nuveen Large Cap Responsible Equity R6 FuShares of registered investment companies | — | — | — | $1.6M | 3.1% | |
| CREF Social Choice Shares of registered investment companies | — | — | — | $1.6M | 3.0% | |
| Vanguard Target Retirement 2050 Shares of registered investment companies | — | — | — | $1.4M | 2.6% | |
| CREF Growth Shares of registered investment companies | — | — | — | $1.2M | 2.3% | |
| JP Morgan Large Cap Growth Shares of registered investment companies | — | — | — | $1.2M | 2.2% | |
| CREF Equity Index Shares of registered investment companies | — | — | — | $865K | 1.6% | |
| CREF Global Equities Shares of registered investment companies | — | — | — | $854K | 1.6% | |
| Vanguard Total Bond Market Index Shares of registered investment companies | — | — | — | $793K | 1.5% | |
| Vanguard Total Intl Stock Index Signal Shares of registered investment companies | — | — | — | $656K | 1.3% | |
| Vanguard Target Retirement 2060 Shares of registered investment companies | — | — | — | $584K | 1.1% | |
| Vanguard Target Retirement Income Shares of registered investment companies | — | — | — | $531K | 1.0% | |
| Vanguard Federated Money Market Shares of registered investment companies | — | — | — | $530K | 1.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $450K | 0.9% | |
| Nuveen Social Choice International Equity Shares of registered investment companies | — | — | — | $359K | 0.7% | |
| CREF Core Bond Shares of registered investment companies | — | — | — | $345K | 0.7% | |
| TIAA Access Equity Index Pooled separate account | — | — | — | $340K | 0.6% | |
| MFS Value Fund Shares of registered investment companies | — | — | — | $319K | 0.6% | |
| Conestoga Small Cap Instl Fund Shares of registered investment companies | — | — | — | $311K | 0.6% | |
| Northern Small Cap Value Shares of registered investment companies | — | — | — | $307K | 0.6% | |
| Vanguard REIT Index Signal Shares of registered investment companies | — | — | — | $304K | 0.6% | |
| Vanguard Short-Term Infl-Protd Securities Shares of registered investment companies | — | — | — | $204K | 0.4% | |
| CREF Money Market Shares of registered investment companies | — | — | — | $194K | 0.4% | |
| TIAA Access Lifecycle 2030 Pooled separate account | — | — | — | $183K | 0.3% | |
| Baird Core Plus Bond I Fund Shares of registered investment companies | — | — | — | $172K | 0.3% | |
| TIAA Access Large-Cap Value Pooled separate account | — | — | — | $148K | 0.3% | |
| TIAA Access International Equity Index Pooled separate account | — | — | — | $125K | 0.2% | |
| with maturity dates through November 2029 -0- | — | — | — | $119K | 0.2% | |
| DFA International Small Company Shares of registered investment companies | — | — | — | $72K | 0.1% | |
| Dodge & Cox International Stock Shares of registered investment companies | — | — | — | $66K | 0.1% | |
| CREF Inflation-Linked Bond Shares of registered investment companies | — | — | — | $64K | 0.1% | |
| TIAA Access Small-Cap Blend Index Pooled separate account | — | — | — | $55K | 0.1% | |
| TIAA Access Real Estate Securities Pooled separate account | — | — | — | $48K | <0.1% | |
| TIAA Access Lifecycle 2040 Pooled separate account | — | — | — | $46K | <0.1% | |
| TIAA Access Core Equity Pooled separate account | — | — | — | $42K | <0.1% | |
| Vanguard Target Retirement 2065 Shares of registered investment companies | — | — | — | $40K | <0.1% | |
| TIAA Access Lifecycle 2035 Pooled separate account | — | — | — | $39K | <0.1% | |
| American Funds EuroPacific Growth Shares of registered investment companies | — | — | — | $36K | <0.1% | |
| Vanguard Target Retirement 2070 Shares of registered investment companies | — | — | — | $32K | <0.1% | |
| TIAA Access Large-Cap Res Eq Pooled separate account | — | — | — | $30K | <0.1% | |
| TIAA Access Small-Cap Equity Pooled separate account | — | — | — | $29K | <0.1% | |
| TIAA Access Lifecycle 2045 Pooled separate account 740 * TIAA Access Lifecycle 2050 Pooled separate account | — | — | — | $25K | <0.1% | |
| TIAA Access International Equity Pooled separate account | — | — | — | $22K | <0.1% | |
| TIAA Access Large-Cap Growth Pooled separate account | — | — | — | $7K | <0.1% | |
| TIAA Access Mid-Cap Growth Pooled separate account | — | — | — | $2K | <0.1% | |
| TIAA Access Core Pl Bond Plus Pooled separate account | — | — | — | $1K | <0.1% |
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