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Original filing (PDF)20250814111453NAL0011780112001
WILDWOOD SCHOOL
Form 5500
FILING_RECEIVED
WILDWOOD SCHOOL INC. DC RETIREMENT PLAN
403(b) retirement plan
Active participants
159
Accounts w/ balance
381
Plan assets (EOY)
$46.4M
Net assets (EOY)
$46.4M
How this plan invests
This plan
1 pooled trust
Schedule D
75 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 (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILDWOOD SCHOOL.
Plan sponsor
Name
WILDWOOD SCHOOL
EIN
95-2921998
Address
11811 OLYMPIC BOULEVARD · LOS ANGELES, CA · 90064
Phone
(310) 478-7189
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
2025-08-14
Pension benefit codes
2L · 403(b)(1) annuity
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WINDES, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANPILOT, LLC | 45-4168388 | — | ADVISOR | $7K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WINDES, INC. | 95-3001179 | — | AUDITOR | $13K | — |
Investments
65 direct securities · 1 pooled fund· $49.8M(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
$48.5M
65 holdings
Pooled Separate Account
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock R1 Registered investment co. | — | — | — | $4.9M | 10.6% | |
| CREF Global Equities R1 Registered investment co. | — | — | — | $3.6M | 7.6% | |
| CREF Growth R1 Registered investment co. | — | — | — | $3.5M | 7.6% | |
| Vanguard 500 Idx Adm Registered investment co. | — | — | — | $3.1M | 6.7% | |
| TIAA Traditional Benefit-Responsive Annuity Contract | — | — | — | $2.5M | 5.4% | |
| TIAA Traditional Non Benefit-Responsive Annuity Contract | — | — | — | $2.1M | 4.4% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive | — | — | — | $2.1M | 4.4% | |
| College Retirement Equities Fund variable annuities CREF Equity Index R1 | — | — | — | $1.9M | 4.2% | |
| Nuveen LfCycle Idx 2030 R6 Registered investment co. | — | — | — | $1.8M | 3.8% | |
| CREF Social Choice R1 Registered investment co. | — | — | — | $1.4M | 3.0% | |
| TIAA Real Estate Pooled Separate Account | — | — | — | $1.4M | 2.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.4M | 2.9% | |
| TIAA Traditional Non Benefit-Responsive 2 Annuity Contract | — | — | — | $1.3M | 2.8% | |
| Nuveen LfCycle Idx 2045 R6 Registered investment co. | — | — | — | $1.3M | 2.7% | |
| CREF Core Bond R1 Registered investment co. | — | — | — | $1.2M | 2.6% | |
| Nuveen Internatl Eq Idx R6 Registered investment co. $ | — | — | — | $1.2M | 2.5% | |
| Vanguard Sm Cap Idx Adm Registered investment co. | — | — | — | $1.1M | 2.3% | |
| Nuveen LfCycle Idx 2035 R6 Registered investment co. | — | — | — | $1.0M | 2.2% | |
| Nuveen LfCycle Idx 2040 R6 Registered investment co. | — | — | — | $965K | 2.1% | |
| Nuveen LfCycle Idx 2050 R6 Registered investment co. | — | — | — | $946K | 2.0% | |
| TIAA Access Nuv Intl Equity T4 Registered investment co. | — | — | — | $803K | 1.7% | |
| TIAA Access Nuv Lrg Cap Val T4 Registered investment co. | — | — | — | $634K | 1.4% | |
| JPMorgan US Research Enh Eq I Registered investment co. | — | — | — | $622K | 1.3% | |
| American EuroPac Growth R6 Registered investment co. | — | — | — | $579K | 1.2% | |
| CREF Inflation-Linked Bond R1 Registered investment co. | — | — | — | $553K | 1.2% | |
| Nuveen Lrg Cap Val Idx R6 Registered investment co. | — | — | — | $492K | 1.1% | |
| TIAA Access Nuv Qt Sm Cap Eq T4 Registered investment co. | — | — | — | $484K | 1.0% | |
| Vanguard Ttl Bd Mkt Idx Adm Registered investment co. | — | — | — | $481K | 1.0% | |
| TIAA Stable Value Annuity Contract | — | — | — | $448K | 1.0% | |
| Nuveen LfCycle Idx 2055 R6 Registered investment co. | — | — | — | $419K | 0.9% | |
| Nuveen LfCycle Idx 2025 R6 Registered investment co. | — | — | — | $417K | 0.9% | |
| Vanguard Mid Cap Idx Adm Registered investment co. | — | — | — | $396K | 0.9% | |
| American Washington Mut Inv R6 Registered investment co. | — | — | — | $391K | 0.8% | |
| TIAA Access Nuv LfCycle 2040 T4 Registered investment co. | — | — | — | $390K | 0.8% | |
| Vanguard Real Estate Idx Adm Registered investment co. | — | — | — | $382K | 0.8% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LgCp Res Eq T4 | — | — | — | $334K | 0.7% | |
| CREF Money Market R1 Registered investment co. | — | — | — | $330K | 0.7% | |
| Nuveen LfCycle Idx 2020 R6 Registered investment co. | — | — | — | $324K | 0.7% | |
| TIAA Access Nuv Real Est Sec Sel T4 Registered investment co. | — | — | — | $267K | 0.6% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2060 R6 | — | — | — | $257K | 0.6% | |
| College Retirement Equities Fund variable annuities Nuveen Large Cap Growth R6 | — | — | — | $242K | 0.5% | |
| TIAA Access Nuv Mid Cap Val T4 Registered investment co. | — | — | — | $233K | 0.5% | |
| Vanguard Balanced Idx InstAdm Registered investment co. | — | — | — | $221K | 0.5% | |
| Nuveen LfCycle Idx 2010 R6 Registered investment co. | — | — | — | $212K | 0.5% | |
| Vanguard Infl Protect Sec Adm Registered investment co. | — | — | — | $204K | 0.4% | |
| Nuveen LfCycle Idx 2015 R6 Registered investment co. | — | — | — | $149K | 0.3% | |
| Notes receivable from participants 4.25%-9.50% | — | — | — | $129K | 0.3% | |
| College Retirement Equities Fund variable annuities Participant Loan Fund | — | — | — | $129K | 0.3% | |
| Vanguard Growth Idx Adm Registered investment co. | — | — | — | $127K | 0.3% | |
| TIAA Access Nuv Core Equity T4 Registered investment co. | — | — | — | $115K | 0.2% | |
| TIAA Access Nuv Sm Cap Bl Idx T4 Registered investment co. | — | — | — | $103K | 0.2% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2035 T4 | — | — | — | $82K | 0.2% | |
| Metropolitan Tot Ret Bd Registered investment co. | — | — | — | $78K | 0.2% | |
| TIAA Access Nuv Lrg Cap Grw T4 Registered investment co. | — | — | — | $76K | 0.2% | |
| TIAA Access Nuv LfCycle 2050 T4 Registered investment co. | — | — | — | $37K | <0.1% | |
| Nuveen Money Market R6 Registered investment co. | — | — | — | $37K | <0.1% | |
| TIAA Access Nuv Mid Cap Grw T4 Registered investment co. | — | — | — | $36K | <0.1% | |
| TIAA Access Nuv Core Pl Bd T4 Registered investment co. | — | — | — | $35K | <0.1% | |
| TIAA Traditional Benefit-Responsive 2 Annuity Contract | — | — | — | $33K | <0.1% | |
| Nuveen LfCycle Idx 2065 R6 Registered investment co. | — | — | — | $23K | <0.1% | |
| TIAA Access Nuv LfCycle 2055 T4 Registered investment co. | — | — | — | $21K | <0.1% | |
| TIAA Access Nuv LfCycle 2060 T4 Registered investment co. | — | — | — | $13K | <0.1% | |
| TIAA Access Nuv LfCycle 2015 T4 Registered investment co. | — | — | — | $7K | <0.1% | |
| College Retirement Equities Fund variable annuities Plan Loan Default Fund | — | — | — | $4K | <0.1% | |
| Nuveen LfCyc Idx Ret Inc R6 Registered investment co. | — | — | — | $1K | <0.1% | |
| TIAA Access Nuv LfCycle Rt Inc T4 Registered investment co. | — | — | — | $1K | <0.1% |