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Original filing (PDF)20250804115528NAL0000719635001
REDWOOD DAY SCHOOL
Form 5500
FILING_RECEIVED
REDWOOD DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
90
Accounts w/ balance
242
Plan assets (EOY)
$17.7M
Net assets (EOY)
$17.7M
How this plan invests
This plan
1 pooled trust
Schedule D
66 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 (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REDWOOD DAY SCHOOL.
Plan sponsor
Name
REDWOOD DAY SCHOOL
EIN
94-2289521
Address
3245 SHEFFIELD AVENUE · OAKLAND, CA · 94602
Phone
(510) 537-0800
Industry
Educational Servicessee all
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
2025-08-04
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $23K | — |
Investments
60 direct securities · 1 pooled fund· $17.2M(97% 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.
Uncategorized
$17.0M
60 holdings
Pooled Separate Account
$162K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive Insurance Company General Account | — | — | — | $1.8M | 10.0% | |
| Nuveen LfCycle Ix 2040 R6 Registered Investment Company | — | — | — | $1.7M | 9.8% | |
| Nuveen LfCycle Ix 2030 R6 Registered Investment Company | — | — | — | $1.3M | 7.3% | |
| Nuveen LfCycle Ix 2010 R6 Registered Investment Company 267 * Nuveen LfCycle Ix 2015 R6 Registered Investment Company | — | — | — | $935K | 5.3% | |
| CREF Stock R1 Registered Investment Company | — | — | — | $832K | 4.7% | |
| CREF Global Equities R1 Registered Investment Company | — | — | — | $782K | 4.4% | |
| Vanguard 500 Idx Adm Registered Investment Company | — | — | — | $670K | 3.8% | |
| Nuveen Internatl Eq Idx R6 Registered Investment Company | — | — | — | $642K | 3.6% | |
| CREF Growth R1 Registered Investment Company | — | — | — | $563K | 3.2% | |
| Nuveen LfCycle Ix 2035 R6 Registered Investment Company | — | — | — | $538K | 3.0% | |
| Putnam Large Cap Value Fund R6 Registered Investment Company | — | — | — | $530K | 3.0% | |
| Nuveen LfCycle Ix 2045 R6 Registered Investment Company | — | — | — | $432K | 2.4% | |
| Nuveen LfCycle Ix 2055 R6 Registered Investment Company | — | — | — | $412K | 2.3% | |
| Vanguard Small-Cap Idx Adm Registered Investment Company | — | — | — | $401K | 2.3% | |
| CREF Equity Index R1 Registered Investment Company | — | — | — | $371K | 2.1% | |
| CREF Money Market R1 Registered Investment Company | — | — | — | $340K | 1.9% | |
| TIAA Traditional Benefit Responsive Insurance Company General Account | — | — | — | $310K | 1.8% | |
| Nuveen LfCycle Ix 2050 R6 Registered Investment Company | — | — | — | $238K | 1.3% | |
| Janus Henderson Enterprise N Registered Investment Company | — | — | — | $232K | 1.3% | |
| Nuveen LfCycle Ix 2025 R6 Registered Investment Company | — | — | — | $228K | 1.3% | |
| CREF Core Bond R1 Registered Investment Company | — | — | — | $218K | 1.2% | |
| American Cent MdCpVa Fd Cla R6 Registered Investment Company | — | — | — | $187K | 1.1% | |
| Hartford International Opp Y Registered Investment Company | — | — | — | $176K | 1.0% | |
| Nuveen Large Cap Resp Eq R6 Registered Investment Company | — | — | — | $175K | 1.0% | |
| Vanguard Rsl 1000 GrwIndx Inst Registered Investment Company | — | — | — | $165K | 0.9% | |
| TIAA REAL ESTATE TIAA CREF · EIN 13-1642203 / PN 004 | Pooled Separate Account | — | — | $162K | 0.9% | |
| College Retirement Equities Fund variable annuities TIAA Real Estate | — | — | — | $162K | 0.9% | |
| Vanguard Ttl Bd Mkt Idx Adm Registered Investment Company | — | — | — | $160K | 0.9% | |
| TIAA Access Nuv Core Equity T4 Variable Annuity Account | — | — | — | $154K | 0.9% | |
| TIAA Stable Value Group Annuity Contract | — | — | — | $141K | 0.8% | |
| Nuveen LfCycle Ix 2020 R6 Registered Investment Company | — | — | — | $139K | 0.8% | |
| CREF Inflation-Linked Bond R1 Registered Investment Company | — | — | — | $139K | 0.8% | |
| TIAA Access Nuv LifCyc 2025 T4 Variable Annuity Account 53 * TIAA Access Nuv LifCyc 2030 T4 Variable Annuity Account 864 * TIAA Access Nuv LifCyc 2035 T4 Variable Annuity Account | — | — | — | $137K | 0.8% | |
| 9.50%, maturing September 2029 | — | — | — | $132K | 0.7% | |
| Participant Loan Fund | — | — | — | $132K | 0.7% | |
| Janus Henderson Triton N Registered Investment Company | — | — | — | $127K | 0.7% | |
| TIAA Access Nuv Lrg Cap Val T4 Variable Annuity Account | — | — | — | $116K | 0.7% | |
| Metropolitan W Tot Ret Bd Pln Registered Investment Company | — | — | — | $114K | 0.6% | |
| TIAA Access Nuv Intl Equity T4 Variable Annuity Account | — | — | — | $110K | 0.6% | |
| Nuveen LfCycle Ix 2060 R6 Registered Investment Company | — | — | — | $109K | 0.6% | |
| DFA Real Estate Sec Port Inst Registered Investment Company | — | — | — | $101K | 0.6% | |
| TIAA Access Nuv LifCyc 2040 T4 Variable Annuity Account | — | — | — | $100K | 0.6% | |
| Vanguard Mid-Cap Idx Adm Registered Investment Company | — | — | — | $98K | 0.6% | |
| TIAA Access Nuv Mid Cap Val T4 Variable Annuity Account | — | — | — | $90K | 0.5% | |
| TIAA Access Nuv LifCyc 2050 T4 Variable Annuity Account | — | — | — | $62K | 0.4% | |
| TIAA Access Nuv LifCyc 2045 T4 Variable Annuity Account | — | — | — | $59K | 0.3% | |
| TIAA Access Nuv Mid Cap Grw T4 Variable Annuity Account | — | — | — | $57K | 0.3% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 Variable Annuity Account | — | — | — | $53K | 0.3% | |
| Vanguard High-Yield Corp Adm Registered Investment Company | — | — | — | $48K | 0.3% | |
| TIAA Access Nuv RlEstSecSel T4 Variable Annuity Account | — | — | — | $45K | 0.3% | |
| TIAA Access Nuv Lrg Cap Gr T4 Variable Annuity Account | — | — | — | $41K | 0.2% | |
| TIAA Access Nuv Equity Idx T4 Variable Annuity Account | — | — | — | $40K | 0.2% | |
| TIAA Access Nuv LgCp Res Eq T4 Variable Annuity Account | — | — | — | $33K | 0.2% | |
| Vanguard Infl Protect Sec Adm Registered Investment Company | — | — | — | $32K | 0.2% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 Variable Annuity Account | — | — | — | $27K | 0.2% | |
| TIAA Access Nuv Core Pl Bd T4 Variable Annuity Account | — | — | — | $20K | 0.1% | |
| Undiscovered Man Beh Va Fd Sel Registered Investment Company | — | — | — | $20K | 0.1% | |
| Nuveen LfCycle Ix 2065 R6 Registered Investment Company | — | — | — | $14K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive 2 | — | — | — | $13K | <0.1% | |
| DFA Intl Small Company I Registered Investment Company | — | — | — | $6K | <0.1% | |
| TIAA Access Nuv LifCyc 2010 T4 Variable Annuity Account 53 * TIAA Access Nuv LifCyc 2020 T4 Variable Annuity Account | — | — | — | $6K | <0.1% |
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