How big is The Hamlin School's plan?

The Hamlin School's plan reported $37.3M in assets and 113 participants for 2024.

Original filing (PDF)20251014142910NAL0006428290001

The Hamlin School

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

Form 5500

FILING_RECEIVED

The Hamlin School Retirement Plan

403(b) retirement plan · The Hamlin School's The Hamlin School Retirement Plan held $37.3M in plan assets for 113 participants in 2024, with TIAA as recordkeeper.

Active participants

113

Accounts w/ balance

286

Plan assets (EOY)

$37.3M

Net assets (EOY)

$37.3M

People on this filing

ANN KUNG signed The Hamlin School's 2024 Form 5500 as plan administrator.

ANN KUNG — 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

The Hamlin School's EIN is 94-1393894.

EIN 94-1393894

Plan number 001

Plan year 2024

ACK ID 20251014142910NAL0006428290001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

61 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

THE HAMLIN SCHOOL

EIN

all filings

Address

2120 BROADWAY STREET · SAN FRANCISCO, CA · 94115

Phone

(415) 674-5454

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

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

2M · 403(b)(7) custodial accounts

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

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	RECORDKEEPER	$26K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
HOOD & STRONG LLP	94-1254756	—	AUDITOR	$22K	—

Other service providers

Investments

61 direct securities · 1 pooled fund· $38.3M(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

$30.1M

45 holdings

Common Collective Trusts

$5.7M

10 holdings

Pooled Separate Accounts

$970K

1 holding

Pooled Separate Account

$970K

1 holding

Other securities

$316K

1 holding

U.S. Treasuries

$81K

1 holding

Bonds / Notes

$76K

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$36.2M Schwab$1.2M Vanguard$1.0M T. Rowe Price$683K

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Auditor

HOOD & STRONG

Trustee / custodian

—

Trustee phone

—

Name	EIN	Location	Relation	Direct comp	Indirect comp
PLAN PILOT LLC	45-4168388	—	CONSULTING	$7K	—

Participant loans

$76K

1 holding

					% of plan
CREF Stock R1 Variable Annuity Contract ^	Mutual Funds	—	—	$3.6M	9.7%
TIAA Traditional Non Benefit Responsive Fixed Annuity Contract ^	Mutual Funds	—	—	$3.6M	9.6%
CREF Growth R1 Variable Annuity Contract ^	Mutual Funds	—	—	$2.8M	7.6%
Nuveen LfCycle Ix 2040 R6 Mutual Fund ^	Mutual Funds	—	—	$2.6M	7.1%
Nuveen LfCycle Ix 2045 R6 Mutual Fund ^	Mutual Funds	—	—	$1.9M	5.2%
CREF Global Equities R1 Variable Annuity Contract ^	Mutual Funds	—	—	$1.7M	4.5%
CREF Social Choice R1 Variable Annuity Contract ^	Mutual Funds	—	—	$1.7M	4.5%
TIAA Traditional Benefit Responsive Fixed Annuity Contract ^	Mutual Funds	—	—	$1.2M	3.3%
Schwab S&P 500 Index Fund Mutual Fund ^	Common Collective Trusts	—	—	$1.2M	3.2%
CREF Equity Index R1 Variable Annuity Contract ^	Common Collective Trusts	—	—	$1.1M	3.0%
Nuveen Internatl Eq Idx R6 Mutual Fund ^	Common Collective Trusts	—	—	$1.0M	2.8%
TIAA Real Estate Pooled Separate Account ^	Pooled Separate Accounts	—	—	$970K	2.6%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$970K	2.6%
Nuveen LfCycle Ix 2055 R6 Mutual Fund ^	Mutual Funds	—	—	$952K	2.6%
Nuveen LfCycle Ix 2025 R6 Mutual Fund ^	Mutual Funds	—	—	$847K	2.3%
TIAA Traditional Benefit Responsive 2 Fixed Annuity Contract ^	Mutual Funds	—	—	$820K	2.2%
Nuveen LfCycle Ix 2050 R6 Mutual Fund ^	Mutual Funds	—	—	$792K	2.1%
T Rowe Price Value Fund I Mutual Fund ^	Mutual Funds	—	—	$683K	1.8%
Nuveen LfCycle Ix 2030 R6 Mutual Fund ^	Mutual Funds	—	—	$667K	1.8%
CREF Core Bond R1 Variable Annuity Contract ^	Mutual Funds	—	—	$546K	1.5%
Nuveen Large Cap Gr Idx R6 Mutual Fund ^	Common Collective Trusts	—	—	$503K	1.4%
TIAA Access Nuv Intl Equity T4 Variable Annuity Contract ^	Mutual Funds	—	—	$502K	1.3%
Nuveen LfCycle Ix 2035 R6 Mutual Fund ^	Mutual Funds	—	—	$475K	1.3%
Nuveen Large Cap Resp Eq R6 Mutual Fund ^	Mutual Funds	—	—	$474K	1.3%
Nuveen Small Cap Bld Idx R6 Mutual Fund ^	Common Collective Trusts	—	—	$470K	1.3%
Nuveen Large Cap Val Idx R6 Mutual Fund ^	Common Collective Trusts	—	—	$454K	1.2%
TIAA Traditional Non Benefit Responsive 2 Fixed Annuity Contract ^	Mutual Funds	—	—	$431K	1.2%
Vanguard Emr Mkts Stk Idx Adm Mutual Fund ^	Common Collective Trusts	—	—	$411K	1.1%
Nuveen LfCycle Ix 2060 R6 Mutual Fund ^	Mutual Funds	—	—	$381K	1.0%
TIAA Access Nuv Mid Cap Val T4 Variable Annuity Contract ^	Mutual Funds	—	—	$374K	1.0%
TIAA Access Nuv LifCyc 2050 T4 Variable Annuity Contract ^	Mutual Funds	—	—	$354K	0.9%
Metropolitan W Tot Ret Bd Pln Mutual Fund ^	Other securities	—	—	$316K	0.8%
CREF Inflation-Linked Bond R1 Variable Annuity Contract ^	Mutual Funds	—	—	$308K	0.8%
Vanguard Mid-Cap Idx Adm Mutual Fund ^	Common Collective Trusts	—	—	$262K	0.7%
TIAA Access Nuv Lrg Cap Val T4 Variable Annuity Contract ^	Mutual Funds	—	—	$250K	0.7%
TIAA Access Nuv LifCyc 2045 T4 Variable Annuity Contract ^	Mutual Funds	—	—	$238K	0.6%
Vanguard Ttl Bd Mkt Idx Adm Mutual Fund ^	Common Collective Trusts	—	—	$235K	0.6%
TIAA Access Nuv Core Equity T4 Variable Annuity Contract ^	Mutual Funds	—	—	$189K	0.5%
TIAA Access Nuv RlEstSecSel T4 Variable Annuity Contract ^	Mutual Funds	—	—	$185K	0.5%
Nuveen Large Cap Growth R6 Mutual Fund ^	Mutual Funds	—	—	$157K	0.4%
TIAA Access Nuv Sm Cp Bl Ix T4 Variable Annuity Contract ^	Mutual Funds	—	—	$157K	0.4%
TIAA Access Nuv Qt Sm Cp Eq T4 Variable Annuity Contract ^	Mutual Funds	—	—	$155K	0.4%
CREF Money Market R1 Variable Annuity Contract ^	Mutual Funds	—	—	$140K	0.4%
Vanguard Infl Protect Sec Adm Mutual Fund ^	Mutual Funds	—	—	$137K	0.4%
CREF Stock R4 Variable Annuity Contract ^	Mutual Funds	—	—	$107K	0.3%
TIAA Access Nuv LifCyc 2025 T4 Variable Annuity Contract ^	Mutual Funds	—	—	$106K	0.3%
TIAA Access Nuv LifCyc 2040 T4 Variable Annuity Contract ^	Mutual Funds	—	—	$94K	0.3%
Nuveen LfCycle Ix 2020 R6 Mutual Fund ^	Mutual Funds	—	—	$85K	0.2%
Nuveen Core Impact Bond R6 Mutual Fund ^	U.S. Treasuries	—	—	$81K	0.2%
Notes Receivable from Participants 4.25% - 9.50%	Bonds / Notes	—	—	$76K	0.2%

1–50 of 62

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$7.5B · 27,547 participants