How big is LICK-Wilmerding High School's plan?

LICK-Wilmerding High School's plan reported $48.8M in assets and 147 participants for 2024.

Original filing (PDF)20250926185829NAL0011209936001

LICK-Wilmerding High School

Name: LICK-Wilmerding High School — The LICK-Wilmerding, Form 5500 (2024)
Creator: LICK-Wilmerding High School
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The LICK-Wilmerding High School Retirement Plan

403(b) retirement plan · LICK-Wilmerding High School's The LICK-Wilmerding High School Retirement Plan held $48.8M in plan assets for 147 participants in 2024, with TIAA as recordkeeper.

Active participants

147

Accounts w/ balance

322

Plan assets (EOY)

$48.8M

Net assets (EOY)

$48.8M

People on this filing

ADAM Anderson signed LICK-Wilmerding High School's 2024 Form 5500 as plan administrator.

ADAM Anderson — 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

LICK-Wilmerding High School's EIN is 94-1186156.

EIN 94-1186156

Plan number 001

Plan year 2024

ACK ID 20250926185829NAL0011209936001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LICK-Wilmerding High School from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LICK-Wilmerding High School's plan includes a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

70 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 average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

LICK-WILMERDING HIGH SCHOOL

EIN

all filings

Address

755 OCEAN AVENUE · SAN FRANCISCO, CA · 94112

Phone

(415) 333-4021

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

2025-09-26

Pension benefit codes

2G · Total participant-directed accounts

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

ARMANINO, LLP

Trustee / custodian

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	RECORDKEEPER	$36K	—
AXA EQUITABLE LIFE INSURANCE COMPAN	13-5570651	—	RECORDKEEPER	$60	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY DOMESTIC HLDNGS	20-8764829

Investments

70 direct securities · 1 pooled fund· $49.5M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Mutual Funds

$26.3M

32 holdings

Other securities

$14.6M

13 holdings

Common Collective Trusts

$6.3M

11 holdings

Stable Value

$856K

1 holding

Pooled Separate Account

$536K

1 holding

Pooled Separate Accounts

$426K

10 holdings

Common Stocks

$271K

2 holdings

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$18.7M American Funds (Capital Group)$5.8M Vanguard$5.0M PIMCO$1.5M Dimensional / DFA$650K Prudential / PGIM$590K Invesco$261K BlackRock / iShares$202K

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					% of plan
College Retirement Equities Fund variable annuities American Fds 2040 Tar Ret R6	Other securities	—	—	$5.0M	10.3%
TIAA Traditional Non Benefit Responsive Fixed annuity contract	Mutual Funds	—	—	$3.8M	7.8%
CREF Stock Fund Variable annuity contract	Mutual Funds	—	—	$3.6M	7.4%
TIAA Traditional Benefit Responsive Fixed annuity contract	Mutual Funds	—	—	$3.6M	7.3%
College Retirement Equities Fund variable annuities Vanguard 500 Idx Adm	Common Collective Trusts	—	—	$3.4M	7.0%
College Retirement Equities Fund variable annuities American Fds 2035 Tar Ret R6	Other securities	—	—	$2.9M	6.0%
American Funds 2030 Target Retirement Fund Mutual fund	Mutual Funds	—	—	$2.2M	4.6%
College Retirement Equities Fund variable annuities American Fds 2045 Tar Ret R6	Other securities	—	—	$2.2M	4.5%
College Retirement Equities Fund variable annuities American Fds 2020 Tar Ret R6	Other securities	—	—	$1.6M	3.3%
American Funds 2025 Target Retirement Fund Mutual fund	Mutual Funds	—	—	$1.5M	3.1%
CREF Social Choice Fund Variable annuity contract	Mutual Funds	—	—	$1.5M	3.1%
CREF Growth Fund Variable annuity contract	Mutual Funds	—	—	$1.5M	3.0%
CREF Equity Index Fund Variable annuity contract	Common Collective Trusts	—	—	$1.3M	2.7%
American Funds 2055 Target Retirement Fund Mutual fund	Mutual Funds	—	—	$1.2M	2.5%
PIMCO Income Institutional Fund Mutual fund	Mutual Funds	—	—	$1.2M	2.5%
College Retirement Equities Fund variable annuities American Fds 2050 Tar Ret R6	Other securities	—	—	$1.1M	2.3%
TIAA Stable Value Fixed annuity contract	Stable Value	—	—	$856K	1.8%
CREF Global Equities Fund Variable annuity contract	Mutual Funds	—	—	$854K	1.8%
College Retirement Equities Fund variable annuities MFS Intl Diversification Cl R6	Mutual Funds	—	—	$788K	1.6%
Vanguard Mid-Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$673K	1.4%
DFA International Core Equity Portfolio Fund Mutual fund ** 983 Hartford Dividend Growth Fund Mutual fund	Mutual Funds	—	—	$650K	1.3%
CREF Money Market Fund Variable annuity contract	Mutual Funds	—	—	$643K	1.3%
College Retirement Equities Fund variable annuities PGIM Total Return Bond Z	Other securities	—	—	$590K	1.2%
MFS Growth Fund Mutual fund	Mutual Funds	—	—	$559K	1.1%
POOLED SEPARATE ACCOUNT 48 AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000	Pooled Separate Account	—	—	$536K	1.1%
Vanguard Small-Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$491K	1.0%
Victory Sycamore Established Value Fund Mutual fund	Other securities	—	—	$484K	1.0%
American Funds 2015 Target Retirement Fund Mutual fund	Mutual Funds	—	—	$419K	0.9%
American Funds 2060 Target Retirement Fund Mutual fund	Mutual Funds	—	—	$401K	0.8%
CREF Bond Market Fund Variable annuity contract	Mutual Funds	—	—	$349K	0.7%
TIAA Traditional Non Benefit Responsive 2 Fixed annuity contract	Mutual Funds	—	—	$316K	0.6%
PIMCO International Bond (U.S. Dollar-Hedged) Fund Mutual fund	Mutual Funds	—	—	$314K	0.6%
Delaware Emerging Markets Fund Mutual fund	Other securities	—	—	$301K	0.6%
Notes receivable from participants through July 2029 -	Other securities	—	—	$266K	0.5%
College Retirement Equities Fund variable annuities Participant Loan Fund	Participant loans	—	—	$238K	0.5%
College Retirement Equities Fund variable annuities Victory Sycamore Sm-Co Opp R6	Common Stocks	—	—	$196K	0.4%
College Retirement Equities Fund variable annuities Vanguard Intr-Trm Bnd Idx Adm	Common Collective Trusts	—	—	$189K	0.4%
College Retirement Equities Fund variable annuities Invesco Oppenheimer Discvry R6	Mutual Funds	—	—	$158K	0.3%
Vanguard Real Estate Index Fund Mutual fund	Common Collective Trusts	—	—	$148K	0.3%
CREF Inflation-Linked Bond Fund Variable annuity contract	Mutual Funds	—	—	$145K	0.3%
American Funds 2065 Target Retirement Fund Mutual fund 939 BlackRock Mid Cap Growth Equity Fund Mutual fund	Mutual Funds	—	—	$144K	0.3%
EQ/Capital Guardian Research Fund Pooled separate account	Pooled Separate Accounts	—	—	$106K	0.2%
Oppenheimer Global Fund Mutual fund	Mutual Funds	—	—	$103K	0.2%
AXA EQ/Com Stck Index	Common Stocks	—	—	$75K	0.2%
EQ/Mid Cap Index Pooled separate account	Pooled Separate Accounts	—	—	$73K	0.1%
TIAA Access TIAA-CREF Lifecycle 2035 Fund Variable annuity contract	Mutual Funds	—	—	$72K	0.1%
TIAA Access TIAA-CREF Lifecycle 2060 Fund Variable annuity contract ** 380 * EQ/BlackRock Basic Value Equity Fund Pooled separate account	Pooled Separate Accounts	—	—	$58K	0.1%
TIAA Access Lifecycle Retirement Income Fund Variable annuity contract ** 6 * TIAA Access TIAA-CREF Lifecycle 2030 Fund Variable annuity contract	Mutual Funds	—	—	$54K	0.1%
TIAA-CREF Social Choice Equity Fund Mutual fund	Mutual Funds	—	—	$54K	0.1%
AXA Large Cap Growth Managed Volatility Fund Pooled separate account	Pooled Separate Accounts	—	—	$52K	0.1%

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