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Original filing (PDF)20250808184815NAL0010850402001
WINDWARD SCHOOL INC
Form 5500
FILING_RECEIVED
WINDWARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
166
Accounts w/ balance
298
Plan assets (EOY)
$48.9M
Net assets (EOY)
$48.9M
How this plan invests
This plan
1 pooled trust
Schedule D
86 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 (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WINDWARD SCHOOL INC.
Plan sponsor
Name
WINDWARD SCHOOL INC
EIN
95-2701337
Address
11350 PALMS BLVD. · LOS ANGELES, CA · 900662104
Phone
(310) 391-7127
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
2025-08-08
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
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 | $39K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | ADVISOR | $8K | — |
Investments
74 direct securities · 1 pooled fund· $64.9M(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.
Uncategorized
$64.2M
74 holdings
Pooled Separate Account
$688K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Nonbenefit Responsive | — | — | — | $6.2M | 12.7% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive | — | — | — | $4.3M | 8.8% | |
| CREF Stock R1 | — | — | — | $4.0M | 8.1% | |
| TIAA and CREF Lfcyle Idx 2035-Inst | — | — | — | $3.9M | 8.0% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2035 R6 | — | — | — | $3.9M | 8.0% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2040 R6 | — | — | — | $3.3M | 6.6% | |
| TIAA and CREF Lfcyle Idx 2040-Inst | — | — | — | $3.3M | 6.6% | |
| CREF Growth R1 | — | — | — | $2.9M | 5.9% | |
| Vanguard 500 Idx Adm | — | — | — | $2.3M | 4.6% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2050 R6 | — | — | — | $2.1M | 4.2% | |
| TIAA and CREF Lfcyle Idx 2050-Inst | — | — | — | $2.1M | 4.2% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive 2 | — | — | — | $1.9M | 3.9% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2030 R6 | — | — | — | $1.8M | 3.6% | |
| TIAA and CREF Lfcyle Idx 2030-Inst | — | — | — | $1.8M | 3.6% | |
| CREF Global Equities R1 | — | — | — | $1.7M | 3.4% | |
| MFS Intl Diversification Cl R6 | — | — | — | $1.5M | 3.2% | |
| Hartford Dividend Growth R6 | — | — | — | $1.4M | 2.8% | |
| TIAA and CREF Lfcyle Idx 2055-Inst | — | — | — | $1.2M | 2.4% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2055 R6 | — | — | — | $1.2M | 2.4% | |
| CREF Social Choice R1 | — | — | — | $872K | 1.8% | |
| PGIM Jennison Growth Class R6 | — | — | — | $868K | 1.8% | |
| Victory Sycamore Estab Val R6 | — | — | — | $779K | 1.6% | |
| Vanguard Small-Cap Idx Adm | — | — | — | $774K | 1.6% | |
| Vanguard FTSE World Idx Adm | — | — | — | $753K | 1.5% | |
| American Funds New World R6 | — | — | — | $717K | 1.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624303 / PN 004 | Pooled Separate Account | — | — | $688K | 1.4% | |
| TIAA and CREF Lfcyle Idx 2025-Inst | — | — | — | $640K | 1.3% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2025 R6 | — | — | — | $640K | 1.3% | |
| TIAA Traditional Benefit Responsive | — | — | — | $613K | 1.3% | |
| CREF Equity Index R1 | — | — | — | $586K | 1.2% | |
| College Retirement Equities Fund variable annuities Vanguard Mid-Cap Idx Adm | — | — | — | $521K | 1.1% | |
| CREF Core Bond R1 | — | — | — | $423K | 0.9% | |
| PGIM Total Return Bond Z | — | — | — | $285K | 0.6% | |
| Victory Sycamore Sm-Co Opp R6 | — | — | — | $283K | 0.6% | |
| BlackRock Mid Cap Growth Eq K | — | — | — | $275K | 0.6% | |
| College Retirement Equities Fund variable annuities Participant Loan Fund | — | — | — | $252K | 0.5% | |
| Participants Participant Loans Rates from 4.25% to 9.50% | — | — | — | $252K | 0.5% | |
| TIAA and CREF Lfcyle Idx 2010-Inst | — | — | — | $227K | 0.5% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2010 R6 | — | — | — | $227K | 0.5% | |
| TIAA Access Social Ch Eq T4 | — | — | — | $222K | 0.5% | |
| College Retirement Equities Fund variable annuities Putnam Small Cap Growth R6 | — | — | — | $220K | 0.4% | |
| TIAA Access Intl Equity T4 | — | — | — | $219K | 0.4% | |
| TIAA Stable Value Fund | — | — | — | $218K | 0.4% | |
| CREF Money Market R1 | — | — | — | $200K | 0.4% | |
| TIAA and CREF Lfcyle Idx 2060-Inst | — | — | — | $191K | 0.4% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2060 R6 | — | — | — | $191K | 0.4% | |
| PIMCO Income Fd Institutional | — | — | — | $188K | 0.4% | |
| PIMCO Intl Bd USDolHed Inst | — | — | — | $177K | 0.4% | |
| CREF Inflation-Linked Bond R1 | — | — | — | $177K | 0.4% | |
| Vanguard Intr-Trm Bnd Idx Adm | — | — | — | $172K | 0.4% | |
| TIAA Access Lg-Cap Val T4 | — | — | — | $170K | 0.3% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2015 R6 | — | — | — | $148K | 0.3% | |
| TIAA and CREF Lfcyle Idx 2015-Inst | — | — | — | $148K | 0.3% | |
| TIAA Access Mid-Cap Val T4 | — | — | — | $121K | 0.2% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Lrg Cap Gr T4 | — | — | — | $96K | 0.2% | |
| Vanguard Emr Mkts Stk Idx Adm | — | — | — | $94K | 0.2% | |
| Vanguard Infl Protect Sec Adm | — | — | — | $87K | 0.2% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Sm Cp Bl Ix T4 | — | — | — | $83K | 0.2% | |
| TIAA Access Quant Sml Cp Eq T4 | — | — | — | $74K | 0.2% | |
| TIAA Access Real Est Secs T4 | — | — | — | $67K | 0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Core Equity T4 | — | — | — | $65K | 0.1% | |
| TIAA Access Equity Index T4 | — | — | — | $56K | 0.1% | |
| Lord Abbett Short Duratn Ic R6 | — | — | — | $50K | 0.1% | |
| TIAA Access Lifecycle 2045 T4 | — | — | — | $42K | <0.1% | |
| TIAA Access Lifecycle 2040 T4 | — | — | — | $41K | <0.1% | |
| TIAA Access Core Bond Plus T4 386 * TIAA Access Core Bond T4 | — | — | — | $36K | <0.1% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2020 R6 | — | — | — | $35K | <0.1% | |
| TIAA and CREF Lfcyle Idx 2020-Inst | — | — | — | $35K | <0.1% | |
| TIAA Access Lifecycle 2035 T4 | — | — | — | $28K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2050 T4 | — | — | — | $24K | <0.1% | |
| TIAA and CREF Lfcyle Idx 2065-Inst | — | — | — | $24K | <0.1% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2065 R6 | — | — | — | $24K | <0.1% | |
| TIAA Access Mid-Cap Gr T4 | — | — | — | $23K | <0.1% | |
| TIAA Access Lifecycle 2010 T4 | — | — | — | $3K | <0.1% | |
| TIAA Access Lifecycle 2025 T4 | — | — | — | $1K | <0.1% |
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