How big is Castilleja School Foundation's plan?

Castilleja School Foundation's plan reported $66.7M in assets and 135 participants for 2024.

Original filing (PDF)20251014141807NAL0004201824001

Castilleja School Foundation

Name: Castilleja School Foundation — Castilleja School, Form 5500 (2024)
Creator: Castilleja School Foundation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Castilleja School Foundation DC Plan

403(b) retirement plan · Castilleja School Foundation's Castilleja School Foundation DC Plan held $66.7M in plan assets for 135 participants in 2024, with TIAA as recordkeeper.

Active participants

135

Accounts w/ balance

328

Plan assets (EOY)

$66.7M

Net assets (EOY)

$66.7M

People on this filing

Kathleen Layendecker signed Castilleja School Foundation's 2024 Form 5500 as plan administrator.

Kathleen Layendecker — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Castilleja School Foundation's EIN is 94-0373222.

EIN 94-0373222

Plan number 001

Plan year 2024

ACK ID 20251014141807NAL0004201824001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Castilleja School Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Castilleja School Foundation's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CASTILLEJA SCHOOL FOUNDATION.

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How this plan invests

This plan

1 pooled trust

Schedule D

69 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

CASTILLEJA SCHOOL FOUNDATION

EIN

all filings

Address

1310 BRYANT ST · PALO ALTO, CA · 943013507

Phone

(650) 328-3160

Industry

Educational Services

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

2025-10-14

Pension benefit codes

2M · 403(b)(7) custodial accounts

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

EIDE BAILLY, LLP

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	RECORDKEEPER	$28K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
EIDE BAILLY LLP	45-0250958	—	AUDITOR	$13K	—

Other service providers

Investments

69 direct securities · 1 pooled fund· $67.1M(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.

Mutual Funds

$52.7M

45 holdings

Common Collective Trusts

$11.4M

12 holdings

Other securities

$1.0M

5 holdings

Pooled Separate Account

$913K

1 holding

Stable Value

$707K

4 holdings

Participant loans

$180K

1 holding

Bonds / Notes

$180K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

TIAA / Nuveen$57.4M Vanguard$8.6M Dodge & Cox$368K Dimensional / DFA$332K T. Rowe Price$70K

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Name	EIN	Location	Relation	Direct comp	Indirect comp
PLAN PILOT LLC	45-4168388	—	PLAN CONSULTING	$8K	—

					% of plan
TIAA Traditional Non Benefit Responsive Guaranteed Annuity Contract N/A	Mutual Funds	—	—	$8.5M	12.7%
CREF Growth R2 Variable Annuity Contract N/A	Mutual Funds	—	—	$7.8M	11.7%
CREF Stock R2 Variable Annuity Contract N/A	Mutual Funds	—	—	$7.4M	11.1%
CREF Equity Index R2 Variable Annuity Contract N/A	Common Collective Trusts	—	—	$5.0M	7.6%
CREF Global Equities R2 Variable Annuity Contract N/A	Mutual Funds	—	—	$3.8M	5.7%
Vanguard Growth Index Adm Mutual Fund N/A	Mutual Funds	—	—	$3.0M	4.6%
Nuveen Lfcycle IX 2035 R6 Mutual Fund N/A	Mutual Funds	—	—	$3.0M	4.5%
Nuveen Lfcycle IX 2040 R6 Mutual Fund N/A	Mutual Funds	—	—	$2.6M	3.9%
Vanguard 500 Idx Adm Mutual Fund N/A	Common Collective Trusts	—	—	$2.3M	3.5%
Nuveen Lfcycle IX 2025 R6 Mutual Fund N/A	Mutual Funds	—	—	$2.3M	3.5%
Nuveen Lfcycle IX 2030 R6 Mutual Fund N/A	Mutual Funds	—	—	$2.2M	3.3%
Nuveen Lfcycle IX 2045 R6 Mutual Fund N/A	Mutual Funds	—	—	$1.9M	2.9%
CREF Social Choice R2 Variable Annuity Contract N/A	Mutual Funds	—	—	$1.2M	1.8%
Nuveen Internatl EQ IDX R6 Mutual Fund N/A	Common Collective Trusts	—	—	$1.1M	1.6%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$913K	1.4%
CREF Core Bond R2 Variable Annuity Contract N/A	Mutual Funds	—	—	$840K	1.3%
Nuveen Lfcycle IX 2050 R6 Mutual Fund N/A	Mutual Funds	—	—	$820K	1.2%
TIAA Traditional Non Benefit Responsive 2 Guaranteed Annuity Contract N/A	Mutual Funds	—	—	$800K	1.2%
Vanguard Small-Cap Idx Adm Mutual Fund N/A	Common Collective Trusts	—	—	$757K	1.1%
Vanguard Ttl Bd Mkt Idx Adm Mutual Fund N/A	Common Collective Trusts	—	—	$731K	1.1%
Nuveen Lfcycle IX 2055 R6 Mutual Fund N/A	Mutual Funds	—	—	$564K	0.8%
TIAA Traditional Benefit Responsive Guaranteed Investment Contract N/A	Stable Value	—	—	$532K	0.8%
CREF Money Market R2 Variable Annuity Contract N/A	Mutual Funds	—	—	$511K	0.8%
TIAA Access Intl Equity T4 Variable Annuity Contract N/A	Mutual Funds	—	—	$485K	0.7%
CREF Inflation-Linked Bond R2 Variable Annuity Contract N/A	Mutual Funds	—	—	$436K	0.7%
TIAA Access Social Ch Eq T4 Variable Annuity Contract N/A	Mutual Funds	—	—	$408K	0.6%
Dodge & Cox Stock Fund Mutual Fund N/A	Mutual Funds	—	—	$368K	0.6%
TIAA Access Lg-Cap Val T4 Variable Annuity Contract N/A	Mutual Funds	—	—	$361K	0.5%
Nuveen Lfcycle IX 2020 R6 Mutual Fund N/A	Mutual Funds	—	—	$357K	0.5%
DFA Emerging Mark CorEqPort I Mutual Fund N/A	Mutual Funds	—	—	$332K	0.5%
Vanguard Real Estate Idx Adm Mutual Fund N/A	Common Collective Trusts	—	—	$328K	0.5%
College Retirement Equities Fund variable annuities Parnassus Value Equity Instl	Other securities	—	—	$319K	0.5%
Parnassus Endeavor Fund Inst Mutual Fund N/A	Other securities	—	—	$319K	0.5%
TIAA Access Lifecycle 2050 T4 Variable Annuity Contract N/A	Mutual Funds	—	—	$301K	0.5%
American EuroPac Growth R6 Mutual Fund N/A	Other securities	—	—	$301K	0.5%
TIAA Access Lifecycle 2030 T4 Variable Annuity Contract N/A	Mutual Funds	—	—	$291K	0.4%
Vanguard Mid-Cap Value Idx Adm Mutual Fund N/A	Common Collective Trusts	—	—	$289K	0.4%
Vanguard Mid-Cap Grw Idx Adm Mutual Fund N/A	Common Collective Trusts	—	—	$288K	0.4%
Vanguard Value Index Adm Mutual Fund N/A	Mutual Funds	—	—	$272K	0.4%
College Retirement Equities Fund variable annuities Nuveen Large Cap Growth R6	Mutual Funds	—	—	$229K	0.3%
Vanguard Balanced Idx InstAdm Mutual Fund N/A	Common Collective Trusts	—	—	$214K	0.3%
TIAA Access Lifecycle 2040 T4 Variable Annuity Contract N/A	Mutual Funds	—	—	$206K	0.3%
College Retirement Equities Fund variable annuities TIAA Access Nuv RlEstSecSel T4	Mutual Funds	—	—	$200K	0.3%
College Retirement Equities Fund variable annuities TIAA Access Nuv Qt Sm Cp Eq T4	Mutual Funds	—	—	$198K	0.3%
Vanguard Infl Protect Sec Adm Mutual Fund N/A	Mutual Funds	—	—	$195K	0.3%
College Retirement Equities Fund variable annuities Participant Loan Fund	Participant loans	—	—	$180K	0.3%
Notes receivable from participants Maturing 2026 - 2030 at interest rates of 4.25% - 9.50% -	Bonds / Notes	—	—	$180K	0.3%
TIAA Access Mid-Cap Val T4 Variable Annuity Contract N/A	Mutual Funds	—	—	$168K	0.3%
TIAA Access Sm-Cap Bl Idx T4 Variable Annuity Contract N/A	Common Collective Trusts	—	—	$167K	0.3%
TIAA Access Lifecycle 2035 T4 Variable Annuity Contract N/A	Mutual Funds	—	—	$144K	0.2%

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