Original filing (PDF)20250708105438NAL0002187603001

THE ARCHER SCHOOL FOR GIRLS

Name: THE ARCHER SCHOOL FOR GIRLS — THE ARCHER SCHOOL FOR GIRLS 403(B) DC PLAN, Form 5500 (2024)
Creator: THE ARCHER SCHOOL FOR GIRLS

Form 5500

FILING_RECEIVED

THE ARCHER SCHOOL FOR GIRLS 403(B) DC PLAN

403(b) retirement plan

Active participants

123

Accounts w/ balance

314

Plan assets (EOY)

$32.7M

Net assets (EOY)

$32.7M

How this plan invests

This plan

60 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

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

Plan sponsor

Name

THE ARCHER SCHOOL FOR GIRLS

EIN

95-4463705

Address

11725 WEST SUNSET BLVD · LOS ANGELES, CA · 90049

Phone

(310) 873-7000

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

2025-07-08

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	RECORDKEEPER	$21K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
THREE BELL CAPITAL, LLC	45-3567626	—	ADVISOR	$23K	—

Accountant / Auditor

Investments

60 direct securities· $33.2M(100% of reported assets)

Other securities

$32.0M

55 holdings

Cash / Money Market

$822K

1 holding

Common Stock

$152K

1 holding

Bonds / Notes

$102K

1 holding

Participant loans

$91K

1 holding

U.S. Treasuries

$7K

1 holding

					% of plan
CREF Stock R1	Other securities	—	—	$4.1M	12.5%
TIAA Traditional Nonbenefit Responsive	Other securities	—	—	$2.5M	7.6%
American Funds American Fds 2050 Tar Ret R6	Other securities	—	—	$2.5M	7.5%
CREF Growth R1	Other securities	—	—	$2.1M	6.6%
CREF Global Equities R1	Other securities	—	—	$1.9M	5.8%
American Funds American Fds 2035 Tar Ret R6	Other securities	—	—	$1.9M	5.7%
American Funds American Fds 2040 Tar Ret R6	Other securities	—	—	$1.8M	5.4%
CREF Equity Index R1	Other securities	—	—	$1.5M	4.5%
American Funds American Fds 2030 Tar Ret R6	Other securities	—	—	$1.4M	4.4%
American Funds American Fds 2045 Tar Ret R6	Other securities	—	—	$979K	3.0%
CREF Money Market R1	Cash / Money Market	—	—	$822K	2.5%
American Funds American Fds 2025 Tar Ret R6	Other securities	—	—	$756K	2.3%
CREF Bond Market R1	Other securities	—	—	$732K	2.2%
CREF Inflation-Linked Bond R1	Other securities	—	—	$638K	1.9%
TIAA Traditional Benefit Responsive	Other securities	—	—	$583K	1.8%
iShares S&P 500 Index Fund K	Other securities	—	—	$574K	1.8%
TIAA Access Nuv LifCyc 2045 T4	Other securities	—	—	$562K	1.7%
College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive	Other securities	—	—	$560K	1.7%
American Funds American Fds 2055 Tar Ret R6	Other securities	—	—	$551K	1.7%
TIAA Access Nuv Intl Equity T4	Other securities	—	—	$546K	1.7%
American Funds American Fds 2060 Tar Ret R6	Other securities	—	—	$540K	1.6%
CREF Social Choice R1	Other securities	—	—	$524K	1.6%
TIAA Access Nuv Lrg Cap Val T4	Other securities	—	—	$438K	1.3%
TIAA Access Nuv LifCyc 2050 T4	Other securities	—	—	$430K	1.3%
TIAA Access Nuv Core Equity T4	Other securities	—	—	$322K	1.0%
TIAA Access Nuv LifCyc 2040 T4	Other securities	—	—	$311K	1.0%
TIAA Access Nuv LifCyc 2055 T4	Other securities	—	—	$301K	0.9%
TIAA Access Nuv LifCyc 2015 T4	Other securities	—	—	$244K	0.7%
TIAA Access Nuv LifCyc 2035 T4	Other securities	—	—	$235K	0.7%
American Funds American Funds 2065 Tar Ret R6	Other securities	—	—	$222K	0.7%
TIAA Access Nuv RlEstSecSel T4	Other securities	—	—	$218K	0.7%
TIAA Access Quant Sml Cp Eq T4	Other securities	—	—	$196K	0.6%
TIAA Access Nuv Qt Sm Cp Eq T4	Other securities	—	—	$193K	0.6%
Vanguard Ttl Intl Stk Idx Adm	Other securities	—	—	$169K	0.5%
TIAA Access Nuv Sm Cp Bl Ix T4	Other securities	—	—	$169K	0.5%
JPMorgan Large Cap Growth R6	Other securities	—	—	$153K	0.5%
TIAA Access Nuv LfCy Rt Inc T4	Common Stock	—	—	$152K	0.5%
iShares Russell Mid Cap Idx K	Other securities	—	—	$151K	0.5%
TIAA Access Nuv Core Pl Bd T4	Other securities	—	—	$112K	0.3%
TIAA Access Nuv Lrg Cap Gr T4	Other securities	—	—	$106K	0.3%
Participants Participant Loans Rates from 4.25% - 9.50%	Bonds / Notes	—	—	$102K	0.3%
TIAA Access Nuv LifCyc 2020 T4	Other securities	—	—	$102K	0.3%
TIAA Access Nuv LifCyc 2030 T4	Other securities	—	—	$99K	0.3%
TIAA Access Nuv LifCyc 2060 T4	Other securities	—	—	$92K	0.3%
iShares Rus 2000 Sml Cap Idx K	Other securities	—	—	$92K	0.3%
College Retirement Equities Fund variable annuities Participant Loan Fund	Participant loans	—	—	$91K	0.3%
American Funds American Fds 2015 Tar Ret R6	Other securities	—	—	$73K	0.2%
TIAA Nuveen Lg-Cap Resp Eq R6	Other securities	—	—	$55K	0.2%
TIAA Access Nuv LifCyc 2025 T4	Other securities	—	—	$55K	0.2%
TIAA Access Nuv LifCyc 2010 T4	Other securities	—	—	$46K	0.1%