How big is DUNN School's plan?

DUNN School's plan reported $17.0M in assets and 64 participants for 2024.

Original filing (PDF)20251003162555NAL0001610945001

DUNN School

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

Form 5500

FILING_RECEIVED

DUNN School DC Retirement Plan

403(b) retirement plan · DUNN School's DUNN School DC Retirement Plan held $17.0M in plan assets for 64 participants in 2024, with TIAA as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

Accounts w/ balance

210

Plan assets (EOY)

$17.0M

Net assets (EOY)

$17.0M

People on this filing

AMY Grenier signed DUNN School's 2024 Form 5500 as plan administrator.

AMY Grenier — 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

DUNN School's EIN is 95-1909237.

EIN 95-1909237

Plan number 001

Plan year 2024

ACK ID 20251003162555NAL0001610945001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

DUNN School's plan includes a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction, automatic enrollment.

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

65 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

Below-peer total plan cost (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

DUNN SCHOOL

DBA

DUNN UPPER AND DUNN MIDDLE SCHOOL

EIN

all filings

Address

PO BOX 98 · LOS OLIVOS, CA · 93441

Phone

(805) 688-6471

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

2025-10-03

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2S · Automatic enrollment

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

Audit & trust (Schedule H)

Auditor

CALIBER AUDIT & ATTEST, LLP

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	RECORDKEEPER	$4K	—

Investments

65 direct securities · 1 pooled fund· $17.1M(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

$12.0M

36 holdings

Stable Value

$2.9M

4 holdings

Common Collective Trusts

$933K

5 holdings

Self-Directed Brokerage

$569K

1 holding

Other securities

$513K

16 holdings

Pooled Separate Account

$126K

1 holding

Bonds / Notes

$47K

1 holding

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$17.8M Invesco$135K American Century$107K Prudential / PGIM$78K American Funds (Capital Group)$68K Voya$34K T. Rowe Price$26K John Hancock$17K Goldman Sachs$1K

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					% of plan
CREF Stock R1 Variable annuity contract	Mutual Funds	—	—	$3.6M	21.2%
TIAA Traditional Non Benefit Responsive Guaranteed investment contract - fixed annuity	Stable Value	—	—	$2.5M	14.7%
CREF Growth R1 Variable annuity contract	Mutual Funds	—	—	$1.3M	7.5%
Nuveen LfCycle Ix 2040 Retire Mutual fund	Mutual Funds	—	—	$1.0M	5.9%
CREF Global Equities R1 Variable annuity contract	Mutual Funds	—	—	$975K	5.7%
Nuveen LfCycle Ix 2035 Retire Mutual fund	Mutual Funds	—	—	$714K	4.2%
CREF Social Choice R1 Variable annuity contract	Mutual Funds	—	—	$644K	3.8%
Nuveen LfCycle Ix 2045 Retire Mutual fund	Mutual Funds	—	—	$627K	3.7%
CREF Equity Index R1 Variable annuity contract	Common Collective Trusts	—	—	$587K	3.5%
College Retirement Equities Fund variable annuities TIAA-CREF Self Directed Acct	Self-Directed Brokerage	—	—	$569K	3.4%
Nuveen LfCycle Ix 2050 Retire Mutual fund	Mutual Funds	—	—	$514K	3.0%
Nuveen LfCycle Ix 2030 Retire Mutual fund	Mutual Funds	—	—	$450K	2.7%
Fully Benefit Responsive Investment Contract * TIAA Traditional Benefit Responsive Guaranteed investment contract - fixed annuity	Stable Value	—	—	$346K	2.0%
Nuveen LfCycle Ix 2020 Retire Mutual fund	Mutual Funds	—	—	$333K	2.0%
Nuveen S&P 500 Index Retire Mutual fund	Common Collective Trusts	—	—	$269K	1.6%
College Retirement Equities Fund variable annuities CREF Money Market R1	Mutual Funds	—	—	$250K	1.5%
CREF Core Bond R1 Variable annuity contract	Mutual Funds	—	—	$199K	1.2%
TIAA Access Nuv LifCyc 2040 T4 Mutual fund	Mutual Funds	—	—	$190K	1.1%
Nuveen LfCycle Ix 2055 Retire Mutual fund	Mutual Funds	—	—	$168K	1.0%
Nuveen LfCycle Ix 2025 Retire Mutual fund	Mutual Funds	—	—	$160K	0.9%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624206 / PN 004	Pooled Separate Account	—	—	$126K	0.7%
College Retirement Equities Fund variable annuities TIAA Real Estate	Mutual Funds	—	—	$126K	0.7%
Nuveen LfCycle Ix 2015 Retire Mutual fund	Mutual Funds	—	—	$124K	0.7%
The Hartford Dividend Grw R4 Mutual fund	Other securities	—	—	$120K	0.7%
TIAA Access Nuv LifCyc 2050 T4 Mutual fund	Mutual Funds	—	—	$117K	0.7%
American Century Mid Cap Val A Mutual fund	Other securities	—	—	$105K	0.6%
Nuveen LfCycle Ix 2060 Retire Mutual fund	Mutual Funds	—	—	$95K	0.6%
CREF Inflation-Linked Bond R1 Variable annuity contract	Mutual Funds	—	—	$92K	0.5%
AF EuroPacific Growth Fund R4 Mutual fund	Other securities	—	—	$68K	0.4%
Invesco International Growth A Mutual fund	Mutual Funds	—	—	$67K	0.4%
TIAA Access Nuv LfCy Rt Inc T4 Mutual fund	Mutual Funds	—	—	$63K	0.4%
Participant loans Interest rates - 4.25% - 9.5% - 0 -	Bonds / Notes	—	—	$47K	0.3%
College Retirement Equities Fund variable annuities Participant Loan Fund	Participant loans	—	—	$47K	0.3%
PGIM Jennison Small Company A Mutual fund	Common Stocks	—	—	$47K	0.3%
Nuveen Small Cap Bld Idx Rtmt Mutual fund	Common Collective Trusts	—	—	$42K	0.2%
TIAA Access Nuv Lrg Cap Val T4 Mutual fund	Mutual Funds	—	—	$40K	0.2%
Cohen & Steers Realty Shares Mutual fund	Other securities	—	—	$39K	0.2%
Voya MidCap Opportunities A Mutual fund	Other securities	—	—	$34K	0.2%
College Retirement Equities Fund variable annuities Harding Loevner Emrg Mrkts Adv	Common Collective Trusts	—	—	$33K	0.2%
PGIM Jennison Growth A Mutual fund	Other securities	—	—	$31K	0.2%
TIAA Access Nuv Intl Equity T4 Mutual fund	Mutual Funds	—	—	$29K	0.2%
T. Rowe Price Growth Stock Adv Mutual fund	Other securities	—	—	$26K	0.2%
TIAA Access Nuv RlEstSecSel T4 Mutual fund	Mutual Funds	—	—	$25K	0.1%
American Beacon Sm Cp Val Adv Mutual fund	Other securities	—	—	$23K	0.1%
TIAA Traditional Non Benefit Responsive 2 Guaranteed investment contract - fixed annuity	Stable Value	—	—	$23K	0.1%
TIAA Access Nuv Qt Sm Cp Eq T4 Mutual fund	Mutual Funds	—	—	$20K	0.1%
TIAA Access Nuv LifCyc 2030 T4 Mutual fund	Mutual Funds	—	—	$20K	0.1%
TIAA Access Nuv LifCyc 2045 T4 Mutual fund	Mutual Funds	—	—	$17K	0.1%
John Hancock Discipline Val R4 Mutual fund	Other securities	—	—	$17K	<0.1%
Metropolitan West Tot Ret Bd M Mutual fund	Other securities	—	—	$15K	<0.1%

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