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Original filing (PDF)20251002145318NAL0000606273001
IOLANI SCHOOL
Form 5500
FILING_RECEIVED
IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
541
Accounts w/ balance
751
Plan assets (EOY)
$202.7M
Net assets (EOY)
$202.7M
How this plan invests
This plan
1 pooled trust
Schedule D
57 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 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IOLANI SCHOOL.
Plan sponsor
Name
IOLANI SCHOOL
EIN
99-0073502
Address
563 KAMOKU STREET · HONOLULU, HI · 96826
Phone
(808) 949-5355
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2G · Total participant-directed accounts
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
KMH LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $14K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEW PINNACLE CONSULTING GROUP, LLC | 26-1233837 | — | CONSULTANT PENSION | $8K | — |
Investments
35 direct securities · 1 pooled fund· $207.0M(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
$198.5M
35 holdings
Pooled Separate Account
$8.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive | — | — | — | $36.5M | 18.0% | |
| College Retirement Equities Fund variable annuities CREF Stock R2 | — | — | — | $24.0M | 11.8% | |
| CREF Global Equities R2 38,247 shares | — | — | — | $13.2M | 6.5% | |
| College Retirement Equities Fund variable annuities Nuveen Large Cap Val Idx Rtmt | — | — | — | $11.9M | 5.9% | |
| CREF Growth R2 20,491 shares | — | — | — | $10.7M | 5.3% | |
| TIAA Traditional Benefit Responsive | — | — | — | $9.7M | 4.8% | |
| College Retirement Equities Fund variable annuities Nuveen Lifecycle 2040 Premier | — | — | — | $9.6M | 4.8% | |
| CREF Equity Index R2 18,649 shares | — | — | — | $9.6M | 4.7% | |
| CREF Social Choice R2 23,931 shares | — | — | — | $8.8M | 4.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $8.5M | 4.2% | |
| TIAA-CREF Intl Eq Idx-Prem 378,459 shares | — | — | — | $8.3M | 4.1% | |
| CREF Core Bond R2 58,415 shares | — | — | — | $7.8M | 3.9% | |
| TIAA-CREF Lifecycle 2035-Prem 573,230 shares | — | — | — | $6.1M | 3.0% | |
| College Retirement Equities Fund variable annuities Nuveen Small Cap Bld Idx Rtmt | — | — | — | $5.4M | 2.7% | |
| TIAA-CREF Lifecycle 2045-Prem 325,318 shares | — | — | — | $4.6M | 2.2% | |
| TIAA-CREF Lifecycle 2050-Prem 303,839 shares | — | — | — | $4.4M | 2.2% | |
| TIAA-CREF Lifecycle 2030-Prem 390,601 shares | — | — | — | $4.0M | 2.0% | |
| College Retirement Equities Fund variable annuities Nuveen Emerg Mkts Eq Premier | — | — | — | $4.0M | 2.0% | |
| TIAA-CREF Emerging Mkt Eq-Prem 507,463 shares | — | — | — | $4.0M | 2.0% | |
| CREF Inflation-Linked Bond R2 38,752 shares | — | — | — | $3.3M | 1.6% | |
| TIAA-CREF Mid-Cap Val-Prem 161,798 shares | — | — | — | $2.9M | 1.4% | |
| College Retirement Equities Fund variable annuities Nuveen Lifecycle 2055 Premier | — | — | — | $1.8M | 0.9% | |
| TIAA-CREF Lifecycle 2025-Prem 154,479 shares | — | — | — | $1.5M | 0.7% | |
| TIAA-CREF Lifecycle 2020-Prem 157,536 shares | — | — | — | $1.5M | 0.7% | |
| TIAA-CREF Money Market-Inst 1,455,415 shares | — | — | — | $1.5M | 0.7% | |
| TIAA-CREF Mid-Cap Gr-Prem 46,969 shares | — | — | — | $1000K | 0.5% | |
| TIAA-CREF Lifecycle 2015-Prem 55,726 shares | — | — | — | $502K | 0.2% | |
| TIAA-CREF Lifecycle 2060-Prem 32,586 shares | — | — | — | $489K | 0.2% | |
| CREF Money Market R2 15,756 shares | — | — | — | $467K | 0.2% | |
| College Retirement Equities Fund variable annuities Participant Loan Fund | — | — | — | $299K | 0.1% | |
| Participant Loans through January 2034 | — | — | — | $299K | 0.1% | |
| TIAA-CREF Lifecycle 2010-Prem 25,946 shares | — | — | — | $257K | 0.1% | |
| TIAA-CREF Lifecycle 2065-Prem 12,737 shares | — | — | — | $164K | <0.1% | |
| College Retirement Equities Fund variable annuities Nuveen Lifecycle Ret Inc Prem | — | — | — | $42K | <0.1% | |
| TIAA-CREF Lfcyle Rtmt Inc-Prem 3,771 shares | — | — | — | $42K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive 2 | — | — | — | $24K | <0.1% |
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