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Original filing (PDF)20250827143900NAL0009660145001
THE WEBB SCHOOLS
Form 5500
FILING_RECEIVED
THE WEBB SCHOOLS TAX-DEFERRED ANNUITY AND DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
139
Accounts w/ balance
387
Plan assets (EOY)
$36.5M
Net assets (EOY)
$36.5M
How this plan invests
This plan
1 pooled trust
Schedule D
77 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 (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE WEBB SCHOOLS.
Plan sponsor
Name
THE WEBB SCHOOLS
EIN
95-1856591
Address
1175 WEST BASELINE ROAD · CLAREMONT, CA · 917112199
Phone
(909) 626-3587
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
2025-08-27
Pension benefit codes
2M · 403(b)(7) custodial accounts
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $34K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | ADVISOR | $8K | — |
Investments
65 direct securities · 1 pooled fund· $36.5M(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
$36.0M
65 holdings
Pooled Separate Account
$508K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive | — | — | — | $4.3M | 11.9% | |
| CREF Stock R1 | — | — | — | $2.8M | 7.7% | |
| Nuveen LfCycle Ix 2025 R6 | — | — | — | $2.8M | 7.6% | |
| Nuveen LfCycle Ix 2040 R6 | — | — | — | $2.4M | 6.6% | |
| Nuveen LfCycle Ix 2045 R6 | — | — | — | $2.2M | 6.1% | |
| Nuveen LfCycle Ix 2030 R6 | — | — | — | $2.1M | 5.6% | |
| Vanguard 500 Idx Adm | — | — | — | $1.6M | 4.5% | |
| CREF Growth R1 | — | — | — | $1.6M | 4.3% | |
| Nuveen LfCycle Ix 2035 R6 | — | — | — | $969K | 2.7% | |
| TIAA Traditional Non Benefit Responsive 2 | — | — | — | $893K | 2.4% | |
| CREF Global Equities R1 | — | — | — | $858K | 2.4% | |
| Nuveen LfCycle Ix 2050 R6 | — | — | — | $844K | 2.3% | |
| PGIM Jennison Growth Class R6 | — | — | — | $765K | 2.1% | |
| TIAA Access Nuveen Lifecycle 2025 T3 | — | — | — | $736K | 2.0% | |
| Putnam Large Cap Value Fund R6 | — | — | — | $692K | 1.9% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2060 R6 | — | — | — | $665K | 1.8% | |
| TIAA Stable Value | — | — | — | $623K | 1.7% | |
| CREF Social Choice R1 | — | — | — | $579K | 1.6% | |
| Nuveen LfCycle Ix 2020 R6 | — | — | — | $565K | 1.5% | |
| Nuveen LfCycle Ix 2055 R6 | — | — | — | $546K | 1.5% | |
| CREF Equity Index R1 | — | — | — | $544K | 1.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $508K | 1.4% | |
| TIAA Access Nuveen Sm-Cap Bl Idx T3 | — | — | — | $487K | 1.3% | |
| Vanguard Small-Cap Idx Adm | — | — | — | $462K | 1.3% | |
| Vanguard Mid-Cap Idx Adm | — | — | — | $451K | 1.2% | |
| Vanguard FTSE World Idx Adm | — | — | — | $395K | 1.1% | |
| CREF Core Bond R1 | — | — | — | $387K | 1.1% | |
| MFS Ints Diversification Cl R6 | — | — | — | $377K | 1.0% | |
| TIAA Traditional Benefit Responsive | — | — | — | $354K | 1.0% | |
| TIAA Access Nuveen Lg-Cap Val Idx T3 | — | — | — | $279K | 0.8% | |
| CREF Money Market R1 | — | — | — | $266K | 0.7% | |
| CREF Inflation-Linked Bond R1 | — | — | — | $231K | 0.6% | |
| Victory Sycamore Estab Cal R6 | — | — | — | $229K | 0.6% | |
| BlackRock Mid Cap Growth Eq K | — | — | — | $227K | 0.6% | |
| TIAA Access Nuveen Intl Equity Idx T3 | — | — | — | $225K | 0.6% | |
| PGIM Total Return Bond Z | — | — | — | $222K | 0.6% | |
| American Funds American Funds New World R6 | — | — | — | $216K | 0.6% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LgCp Res Eq T3 | — | — | — | $194K | 0.5% | |
| Vanguard Intr -Trm Bnd Idx Adm | — | — | — | $184K | 0.5% | |
| PIMCO Intl Bd USDolHed Inst | — | — | — | $138K | 0.4% | |
| TIAA Access-DFA Emg Mkt Prt T3 | — | — | — | $137K | 0.4% | |
| Vanguard Infl Protect Sec Adm | — | — | — | $137K | 0.4% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv RlEstSecSel T3 | — | — | — | $116K | 0.3% | |
| College Retirement Equities Fund variable annuities Participant Loan Fund | — | — | — | $114K | 0.3% | |
| PIMCO Income Fd Institutional | — | — | — | $114K | 0.3% | |
| TIAA Access Nuveen Lg-Cap Val T3 | — | — | — | $98K | 0.3% | |
| TIAA Access Nuveen Lg-Cap Gr Idx T3 | — | — | — | $92K | 0.3% | |
| TIAA Access Nuveen Lifecycle 2045 T3 | — | — | — | $90K | 0.2% | |
| Victory Sycamore Sm-Co Opp R6 | — | — | — | $83K | 0.2% | |
| TIAA Access Nuveen Mid-Cap Val T3 | — | — | — | $76K | 0.2% | |
| TIAA Access Nuveen Lifecycle 2040 T3 | — | — | — | $73K | 0.2% | |
| Vanguard Real Estate Idx Adm | — | — | — | $72K | 0.2% | |
| TIAA Access Nuveen Growth & Income T3 | — | — | — | $57K | 0.2% | |
| Vanguard Emr Mkts Stk Idx Adm | — | — | — | $57K | 0.2% | |
| TIAA Access Nuveen Mid-Cap Gr T3 | — | — | — | $46K | 0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Intl Equity T3 | — | — | — | $42K | 0.1% | |
| Putnam Small Cap Growth R6 | — | — | — | $36K | <0.1% | |
| TIAA Plan Loan Default Fund | — | — | — | $35K | <0.1% | |
| Nuveen LfCycle Ix 2010 R6 | — | — | — | $22K | <0.1% | |
| TIAA Access Nuveen Lifecycle 2035 T3 | — | — | — | $16K | <0.1% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2065 R6 | — | — | — | $12K | <0.1% | |
| TIAA Access Nuveen Lifecycle 2030 T3 | — | — | — | $10K | <0.1% | |
| TIAA Access Nuveen Lifecycle 2050 T3 | — | — | — | $8K | <0.1% | |
| TIAA Access Nuveen Lifecycle 2020 T3 | — | — | — | $7K | <0.1% | |
| TIAA Access Nuveen Lifecycle 2055 T3 | — | — | — | $4K | <0.1% | |
| TIAA Traditional Benefit Responsive 2 | — | — | — | $1K | <0.1% |
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