How big is Harbor Day School's plan?

Harbor Day School's plan reported $23.5M in assets and 84 participants for 2024.

Original filing (PDF)20251003125034NAL0001398161001

Harbor Day School

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

Form 5500

FILING_RECEIVED

The Harbor Day School Defined Contribution Retirement Plan

403(b) retirement plan · Harbor Day School's The Harbor Day School Defined Contribution Retirement Plan held $23.5M in plan assets for 84 participants in 2024, with TIAA as recordkeeper.

Active participants

Accounts w/ balance

161

Plan assets (EOY)

$23.5M

Net assets (EOY)

$23.5M

People on this filing

David Royal signed Harbor Day School's 2024 Form 5500 as plan administrator.

David Royal — 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

Harbor Day School's EIN is 95-2285957.

EIN 95-2285957

Plan number 001

Plan year 2024

ACK ID 20251003125034NAL0001398161001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

46 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 average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

HARBOR DAY SCHOOL

EIN

all filings

Address

3443 PACIFIC VIEW DR · CORONA DEL MAR, CA · 926251111

Phone

(949) 640-1410

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

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

ARMANINO LLP

Trustee / custodian

Service providers (Schedule C)

3 rows

Recordkeeper

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

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FLEXPATH STRATEGIES, LLC	46-4782313	—	ADVISOR	$5K	—

Accountant / Auditor

Investments

46 direct securities · 1 pooled fund· $23.7M(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

$15.4M

31 holdings

Common Collective Trusts

$4.0M

7 holdings

Other securities

$3.0M

5 holdings

Common Stocks

$770K

1 holding

Pooled Separate Account

$254K

1 holding

Stable Value

$250K

1 holding

Participant loans

$21K

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$17.0M State Street / SPDR$6.0M JPMorgan$1.5M Schwab$194K BlackRock / iShares$182K American Century$95K PIMCO$29K Lord Abbett$5K

Related plans

Other plans using Armanino LLP

Charter Communications, Inc.

Charter Communications, Inc. Defined Contribution Plans Master Trust

$10.2B

Centene Corporation

Centene Management Corporation Retirement Plan

$4.7B · 54,939 participants

Charter Communications, Inc.

Time Warner Cable Pension Plans Master Trust

$2.6B

Charter Communications, Inc.

Time Warner Cable Pension Plan

$2.3B · 13,978 participants

Graybar Electric Company, Inc.

The Profit Sharing and Savings Plan of Graybar Electric Company, Inc.

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.

Name	EIN	Location	Relation	Direct comp	Indirect comp
ARMANINO LLP	33-2514127	—	ACCOUNTING	$18K	—

					% of plan
TIAA Traditional Non Benefit Responsive Fixed annuity contract	Mutual Funds	—	—	$5.2M	22.0%
CREF Stock R1 Variable annuity contract	Mutual Funds	—	—	$2.8M	11.9%
State Street Equity 500 Indx K Mutual fund	Other securities	—	—	$2.6M	11.1%
State Street Cap Eq ExUS Idx K Mutual fund	Common Collective Trusts	—	—	$2.3M	9.9%
TIAA Traditional Benefit Responsive 2 Fixed annuity contract	Mutual Funds	—	—	$1.7M	7.4%
CREF Global Equities R1 Variable annuity contract	Mutual Funds	—	—	$1.4M	6.0%
CREF Growth R1 Variable annuity contract	Mutual Funds	—	—	$1.1M	4.7%
JPMorgan Equity Inc Fd Cla R6 Mutual fund	Common Stocks	—	—	$770K	3.3%
State Street Aggrgte Bnd Idx K Mutual fund	Common Collective Trusts	—	—	$592K	2.5%
TIAA Traditional Benefit Responsive Fixed annuity contract	Mutual Funds	—	—	$576K	2.5%
State Street Sm Md Cp Eq Idx K Mutual fund	Common Collective Trusts	—	—	$524K	2.2%
CREF Core Bond R1 Variable annuity contract	Mutual Funds	—	—	$354K	1.5%
CREF Equity Index R1 Variable annuity contract	Common Collective Trusts	—	—	$344K	1.5%
CREF Social Choice R1 Variable annuity contract	Mutual Funds	—	—	$288K	1.2%
CREF Money Market R1 Variable annuity contract	Mutual Funds	—	—	$268K	1.1%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$254K	1.1%
College Retirement Equities Fund variable annuities TIAA Real Estate	Mutual Funds	—	—	$254K	1.1%
College Retirement Equities Fund variable annuities TIAA Stable Value	Stable Value	—	—	$250K	1.1%
Schwab Treas Infl Prot Sec Idx Mutual fund	Common Collective Trusts	—	—	$194K	0.8%
TIAA Access Nuveen Intl Equity T4 Variable annuity contract	Mutual Funds	—	—	$187K	0.8%
iShares Developd Real Est Ix K Mutual fund	Other securities	—	—	$182K	0.8%
TIAA Access Nuveen Lg-Cap Val T4 Variable annuity contract	Mutual Funds	—	—	$144K	0.6%
CREF Inflation-Linked Bond R1 Variable annuity contract	Mutual Funds	—	—	$119K	0.5%
TIAA Traditional Non Benefit Responsive 2 Fixed annuity contract	Mutual Funds	—	—	$108K	0.5%
AllianceBernstein Sm Cap Gr Z Mutual fund	Other securities	—	—	$106K	0.5%
TIAA Access Nuveen Mid-Cap Val T4 Variable annuity contract	Mutual Funds	—	—	$103K	0.4%
College Retirement Equities Fund variable annuities TIAA Access Nuv Qt Sm Cp Eq T4	Mutual Funds	—	—	$100K	0.4%
American Century Ultra Fund R6 Mutual fund	Other securities	—	—	$95K	0.4%
College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2040 T4	Mutual Funds	—	—	$83K	0.4%
Putnam International Value R6 Mutual fund	Mutual Funds	—	—	$74K	0.3%
College Retirement Equities Fund variable annuities TIAA Access Nuv RlEstSecSel T4	Mutual Funds	—	—	$69K	0.3%
College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2045 T4	Mutual Funds	—	—	$68K	0.3%
College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2025 T4	Mutual Funds	—	—	$67K	0.3%
TIAA Access Nuveen Lg-Cap Gr T4 Variable annuity contract	Mutual Funds	—	—	$66K	0.3%
TIAA Access Nuveen Growth & Income T4 Variable annuity contract	Mutual Funds	—	—	$57K	0.2%
TIAA Access Nuveen Sm-Cap Bl Idx T4 Variable annuity contract	Common Collective Trusts	—	—	$53K	0.2%
College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2050 T4	Mutual Funds	—	—	$41K	0.2%
CREF Social Choice R4 BL Variable annuity contract	Mutual Funds	—	—	$41K	0.2%
CREF Stock R4 BK Variable annuity contract	Mutual Funds	—	—	$38K	0.2%
College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2020 T4	Mutual Funds	—	—	$34K	0.1%
PIMCO RAE US Small Instl Class Mutual fund	Mutual Funds	—	—	$29K	0.1%
College Retirement Equities Fund variable annuities Participant Loan Fund	Participant loans	—	—	$21K	<0.1%
various maturity dates through March * Notes receivable from participants 2026. -	Other securities	—	—	$21K	<0.1%
TIAA Access Nuveen Mid-Cap Gr T4 Variable annuity contract	Mutual Funds	—	—	$17K	<0.1%
College Retirement Equities Fund variable annuities TIAA Access Nuv LgCp Res Eq T4	Mutual Funds	—	—	$6K	<0.1%
Lord Abbett Total Return R6 Mutual fund	Mutual Funds	—	—	$5K	<0.1%
College Retirement Equities Fund variable annuities TIAA Access Nuv Equity Idx T4	Common Collective Trusts	—	—	$4K	<0.1%

1–47 of 47