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Original filing (PDF)20251006151438NAL0002201635001
THE WESLEY SCHOOL
Form 5500
FILING_RECEIVED
THE WESLEY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
65
Accounts w/ balance
130
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
How this plan invests
This plan
1 pooled trust
Schedule D
36 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 (1 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE WESLEY SCHOOL.
Plan sponsor
Name
THE WESLEY SCHOOL
EIN
95-4741072
Address
4832 TUJUNGA AVE · NORTH HOLLYWOOD, CA · 916014520
Phone
(818) 508-4542
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
2025-10-06
Pension benefit codes
2L · 403(b)(1) annuity
2G · Total participant-directed accounts
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSENALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $450 | — |
Investments
35 direct securities · 1 pooled fund· $7.7M(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.
Uncategorized
$7.6M
35 holdings
Pooled Separate Account
$98K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF CREFEquity Index R1 | — | — | — | $806K | 10.5% | |
| CREF Growth R1 | — | — | — | $765K | 10.0% | |
| CREF Stock R1 | — | — | — | $659K | 8.6% | |
| TIAA Access Nuv LifCyc 2045 T4 | — | — | — | $542K | 7.1% | |
| TIAA Traditional Benefit Responsive | — | — | — | $529K | 6.9% | |
| TIAA Traditional Non Benefit Responsive | — | — | — | $438K | 5.7% | |
| TIAA Access Nuv LifCyc 2055 T4 | — | — | — | $434K | 5.6% | |
| CREF Global Equities R1 | — | — | — | $404K | 5.3% | |
| TIAA Access Nuv LifCyc 2050 T4 | — | — | — | $395K | 5.1% | |
| CREF Money Market R1 | — | — | — | $324K | 4.2% | |
| TIAA Access Nuv LifCyc 2020 T4 | — | — | — | $285K | 3.7% | |
| CREF Core Bond R1 | — | — | — | $254K | 3.3% | |
| TIAA Access Nuv LifCyc 2025 T4 | — | — | — | $213K | 2.8% | |
| TIAA Access Nuv LifCyc 2030 T4 | — | — | — | $207K | 2.7% | |
| TIAA Access Nuv Intl Equity T4 | — | — | — | $137K | 1.8% | |
| TIAA Access Nuv LifCyc 2035 T4 | — | — | — | $137K | 1.8% | |
| TIAA Access Nuv LifCyc 2040 T4 | — | — | — | $134K | 1.7% | |
| TIAA Access Nuv Lrg Cap Val T4 | — | — | — | $112K | 1.5% | |
| TIAA Access Nuv LifCyc 2060 T4 | — | — | — | $99K | 1.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $98K | 1.3% | |
| TIAA Access Nuv Core Equity T4 | — | — | — | $97K | 1.3% | |
| TIAA Access Nuv RlEstSecSel T4 | — | — | — | $86K | 1.1% | |
| CREF Inflation-Linked Bond R1 | — | — | — | $76K | 1.0% | |
| TIAA Acess Nuv Lrg Cap Gr T4 | — | — | — | $75K | 1.0% | |
| CREF Social Choice R1 | — | — | — | $73K | 0.9% | |
| TIAA Access Nuv Mid Cap Val T4 | — | — | — | $67K | 0.9% | |
| Participants Rates from 4.25% to 9.50% - | — | — | — | $58K | 0.8% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 | — | — | — | $55K | 0.7% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 | — | — | — | $47K | 0.6% | |
| TIAA Plan Loan Default Fund | — | — | — | $21K | 0.3% | |
| TIAA Access Nuv LifCyc 2010 T4 | — | — | — | $18K | 0.2% | |
| TIAA Access Nuv Core Pl Bd T4 | — | — | — | $15K | 0.2% | |
| TIAA Access Nuv Mid Cap Grw T4 | — | — | — | $12K | 0.2% | |
| TIAA Access Nuv Equity Idx T4 | — | — | — | $11K | 0.1% | |
| TIAA Access Nuv LgCp Res Eq T4 | — | — | — | $10K | 0.1% | |
| TIAA Access Nuv LfCy Rt Inc T4 | — | — | — | $3K | <0.1% |
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