Back to filter
Original filing (PDF)20250811153601NAL0006702099001
THE BUCKLEY SCHOOL
Form 5500
FILING_RECEIVED
THE BUCKLEY SCHOOL DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
202
Accounts w/ balance
518
Plan assets (EOY)
$75.2M
Net assets (EOY)
$75.2M
How this plan invests
This plan
1 pooled trust
Schedule D
102 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 (11 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BUCKLEY SCHOOL.
Plan sponsor
Name
THE BUCKLEY SCHOOL
EIN
95-1750023
Address
3900 STANSBURY AVE · SHERMAN OAKS, CA · 914234618
Phone
(818) 461-6725
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
2025-08-11
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTUARIAL BENEFITS CORP. | 20-1054428 | TORRANCE, CA | THIRD PARTY ADMINISTRATO | $9K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARTSON ALEEN LLP | 41-0746749 | PASADENA, CA | ACCOUNTING | $19K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK, NY | BUNDLE SERVICE PROVIDER | $43K | — |
| PLANPILOT, LLC | 45-4168388 | CHICAGO, IL | PLAN CONCULTING | $9K | — |
Investments
86 direct securities · 1 pooled fund· $108.6M(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
$106.8M
86 holdings
Pooled Separate Account
$1.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Nonbenefit Responsive | — | — | — | $13.1M | 17.5% | |
| CREF Stock R2 | — | — | — | $10.9M | 14.5% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive | — | — | $7.8M | $10.6M | 14.1% | |
| Vanguard 500 Index Adm | — | — | — | $3.7M | 4.9% | |
| CREF Growth R2 | — | — | — | $2.9M | 3.9% | |
| TIAA and CREF Lifecycle Index 2035 | — | — | — | $2.8M | 3.7% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2035 R6 | — | — | $2.6M | $2.8M | 3.7% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive 2 | — | — | $2.2M | $2.5M | 3.3% | |
| CREF Global Equities R2 | — | — | — | $2.5M | 3.3% | |
| CREF Equity Index R2 | — | — | — | $2.4M | 3.2% | |
| TIAA Traditional Benefit Responsive | — | — | — | $2.4M | 3.2% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive | — | — | $1.9M | $2.4M | 3.2% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2040 R6 | — | — | $2.0M | $2.3M | 3.0% | |
| TIAA and CREF Lifecycle Index 2040 | — | — | — | $2.3M | 3.0% | |
| TIAA and CREF Large-Cap Growth | — | — | — | $2.0M | 2.7% | |
| CREF Social Choice R2 | — | — | — | $2.0M | 2.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.8M | 2.3% | |
| TIAA and CREF Lifecycle Index 2030 | — | — | — | $1.8M | 2.3% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2030 R6 | — | — | $1.7M | $1.8M | 2.3% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2045 R6 | — | — | $1.5M | $1.7M | 2.3% | |
| TIAA and CREF Lifecycle Index 2045 | — | — | — | $1.7M | 2.3% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2060 R6 | — | — | $1.2M | $1.5M | 1.9% | |
| TIAA and CREF Lifecycle Index 2060 | — | — | — | $1.5M | 1.9% | |
| College Retirement Equities Fund variable annuities Nuveen Internatl Eq Idx R6 | — | — | $1.4M | $1.4M | 1.9% | |
| TIAA and CREF International Equity Index | — | — | — | $1.4M | 1.9% | |
| Columbia Mid-Cap Index Instl 3 | — | — | — | $1.3M | 1.7% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2025 R6 | — | — | $1.3M | $1.3M | 1.7% | |
| TIAA and CREF Lifecycle Index 2025 | — | — | — | $1.3M | 1.7% | |
| College Retirement Equities Fund variable annuities Nuveen Large Cap Val Idx R6 | — | — | $1.1M | $1.2M | 1.6% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2020 R6 | — | — | $1.2M | $1.2M | 1.6% | |
| TIAA and CREF Lifecycle Index 2020 | — | — | — | $1.2M | 1.6% | |
| CREF Core Bond Market R2 | — | — | — | $1.2M | 1.5% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2050 R6 | — | — | $780K | $903K | 1.2% | |
| TIAA and CREF Lifecycle Index 2050 | — | — | — | $903K | 1.2% | |
| American Funds Washington Mutual Inv R6 | — | — | $798K | $857K | 1.1% | |
| Vanguard Emerging Markets Stock Index Adm | — | — | — | $737K | 1.0% | |
| College Retirement Equities Fund variable annuities Vanguard Emr Mkts Stk Idx Adm | — | — | $705K | $737K | 1.0% | |
| TIAA Access International Equity T4 | — | — | — | $694K | 0.9% | |
| American Funds Europacific Growth Fund R6 | — | — | $793K | $671K | 0.9% | |
| College Retirement Equities Fund variable annuities CREF Inflation-Linked Bond R2 | — | — | $554K | $665K | 0.9% | |
| Columbia Small Cap Index Instl 2 | — | — | — | $611K | 0.8% | |
| College Retirement Equities Fund variable annuities JPMorgan US Research Enh Eq I | — | — | $477K | $598K | 0.8% | |
| Vanguard Growth Index Adm | — | — | — | $579K | 0.8% | |
| TIAA Access Large-Cap Value T4 | — | — | — | $558K | 0.7% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $556K | 0.7% | |
| College Retirement Equities Fund variable annuities Vanguard Ttl Bd Mkt Idx Adm | — | — | $580K | $556K | 0.7% | |
| TIAA and CREF Lifecycle Index 2055 | — | — | — | $526K | 0.7% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2055 R6 | — | — | $456K | $526K | 0.7% | |
| TIAA Access Lifecycle 2035 T4 | — | — | — | $501K | 0.7% | |
| CREF Money Market R2 | — | — | — | $491K | 0.7% | |
| TIAA Access Mid-Cap Value T4 | — | — | — | $485K | 0.6% | |
| Vanguard REIT Index Adm | — | — | — | $454K | 0.6% | |
| College Retirement Equities Fund variable annuities Vanguard Real Estate Idx Adm | — | — | $439K | $454K | 0.6% | |
| TIAA Stable Value Fund | — | — | — | $446K | 0.6% | |
| College Retirement Equities Fund variable annuities Vanguard Balanced Idx InstAdm | — | — | $339K | $411K | 0.5% | |
| TIAA Access Small-Cap Blend Index T4 | — | — | $227K | $348K | 0.5% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2015 R6 | — | — | $331K | $312K | 0.4% | |
| TIAA and CREF Lifecycle Index 2015 | — | — | — | $312K | 0.4% | |
| TIAA Access Quant Small-Cap Equity T4 | — | — | $196K | $308K | 0.4% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv RlEstSecSel T4 | — | — | $231K | $297K | 0.4% | |
| Participants Participant Loans Rates from 4.25% - 9.50% - | — | — | — | $270K | 0.4% | |
| College Retirement Equities Fund variable annuities LOAN FUND | — | — | $270K | $270K | 0.4% | |
| Vanguard Inflation Protected Securities Adm | — | — | — | $209K | 0.3% | |
| College Retirement Equities Fund variable annuities Vanguard Infl Protect Sec Adm | — | — | $229K | $209K | 0.3% | |
| TIAA Access Growth & Income T4 | — | — | $58K | $198K | 0.3% | |
| TIAA Access Lifecycle 2045 T4 | — | — | — | $192K | 0.3% | |
| TIAA Plan Loan Default Fund | — | — | — | $138K | 0.2% | |
| College Retirement Equities Fund variable annuities Metropolitan W Tot Ret Bd Pln | — | — | $127K | $111K | 0.1% | |
| TIAA Access Lifecycle 2040 T4 | — | — | — | $97K | 0.1% | |
| TIAA Access Lifecycle 2050 T4 | — | — | — | $92K | 0.1% | |
| TIAA Access Lifecycle 2030 T4 | — | — | — | $90K | 0.1% | |
| TIAA Access Core Bond T4 | — | — | — | $78K | 0.1% | |
| TIAA Access Lifecycle 2010 T4 | — | — | — | $74K | <0.1% | |
| College Retirement Equities Fund variable annuities Nuveen Money Market R6 | — | — | $59K | $59K | <0.1% | |
| TIAA Access Social Choice Equity T4 | — | — | $26K | $56K | <0.1% | |
| TIAA Access Large-Cap Growth T4 | — | — | — | $52K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Infl Lnk Bd T4 | — | — | $43K | $43K | <0.1% | |
| TIAA Access Lifecycle 2020 T4 - * TIAA Access Lifecycle 2025 T4 | — | — | — | $41K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Equity Idx T4 | — | — | $13K | $25K | <0.1% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2065 R6 | — | — | $21K | $23K | <0.1% | |
| TIAA and CREF Lifecycle Index 2065 | — | — | — | $23K | <0.1% | |
| TIAA Access Core Bond Plus T4 | — | — | — | $23K | <0.1% | |
| TIAA Access Money Market T4 | — | — | — | $16K | <0.1% | |
| TIAA Access Mid-Cap Growth T4 | — | — | — | $13K | <0.1% | |
| TIAA and CREF Lifecycle Index | — | — | — | $8K | <0.1% | |
| College Retirement Equities Fund variable annuities Nuveen LfCyc Ix Ret Inc R6 | — | — | $8K | $8K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive 2 | — | — | $4K | $4K | <0.1% |
Related plans
Other plans using TIAA
DUKE UNIVERSITY
THE DUKE UNIVERSITY FACULTY AND STAFF RETIREMENT PLAN
$11.0B · 49,781 participants
THE MOUNT SINAI MEDICAL CENTER
THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN
$9.5B · 46,304 participants
JOHNS HOPKINS UNIVERSITY OFFICE OF BENEFITS SERVICES
JOHNS HOPKINS UNIVERSITY 403(B) PLAN
$8.8B · 25,218 participants
YALE UNIVERSITY
YALE UNIVERSITY RETIREMENT ACCOUNT PLAN
$8.3B · 13,709 participants
WASHINGTON UNIVERSITY IN ST. LOUIS
WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN
$7.5B · 27,547 participants
UNIVERSITY OF ROCHESTER
UNIVERSITY OF ROCHESTER RETIREMENT PROGRAM
$7.2B · 30,335 participants
Similar-size Educational Services plans
SHADY SIDE ACADEMY
SHADY SIDE ACADEMY RETIREMENT PLAN
$75.2M · 300 participants
VIEWPOINT EDUCATIONAL FOUNDATION
VIEWPOINT EDUCATIONAL FOUNDATION 403(B)PLAN
$75.1M · 278 participants
UNIVERSITY OF DUBUQUE
UNIVERSITY OF DUBUQUE EMPLOYEES' 403(B) PLAN
$75.1M · 700 participants
GRACE CHURCH SCHOOL
GRACE CHURCH SCHOOL RETIREMENT AND SAVINGS PLAN
$75.3M · 225 participants
CRANBROOK EDUCATIONAL COMMUNITY
CRANBROOK EDUCATIONAL COMMUNITY RETIREMENT PLAN AND TRUST
$75.0M · 543 participants
BERLITZ CORPORATION
THE BERLITZ CORPORATION RETIREMENT SAVINGS PLAN
$74.8M · 399 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B