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Original filing (PDF)20250917175707NAL0000850848001
SEABURY HALL/COLLEGE PREPARATORY SCHOOL
Form 5500
FILING_RECEIVED
SEABURY HALL/COLLEGE PREPARATORY SCHOOL 403(B) DC PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
158
Accounts w/ balance
234
Plan assets (EOY)
$18.8M
Net assets (EOY)
$18.8M
How this plan invests
This plan
1 pooled trust
Schedule D
48 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 SEABURY HALL/COLLEGE PREPARATORY SCHOOL.
Plan sponsor
Name
SEABURY HALL/COLLEGE PREPARATORY SCHOOL
EIN
99-0110784
Address
480 OLINDA ROAD · MAKAWAO, HI · 96768
Phone
(808) 572-7235
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
2025-09-17
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CARBONARO CPA'S & MANAGEMENT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $10K | — |
| HIGHTOWER ADVISORS, LLC | 36-4500709 | — | NONE | $9K | — |
Investments
48 direct securities · 1 pooled fund· $19.2M(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
$18.8M
48 holdings
Pooled Separate Account
$423K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| College Retirement Equities Fund variable annuities | — | — | — | $3.2M | 16.8% | |
| College Retirement Equities Fund variable annuities | — | — | — | $2.2M | 11.4% | |
| College Retirement Equities Fund variable annuities | — | — | — | $1.7M | 9.1% | |
| College Retirement Equities Fund variable annuities | — | — | — | $1.6M | 8.5% | |
| College Retirement Equities Fund variable annuities | — | — | — | $1.2M | 6.2% | |
| College Retirement Equities Fund variable annuities | — | — | — | $875K | 4.7% | |
| College Retirement Equities Fund variable annuities | — | — | — | $868K | 4.6% | |
| College Retirement Equities Fund variable annuities | — | — | — | $696K | 3.7% | |
| College Retirement Equities Fund variable annuities | — | — | — | $668K | 3.6% | |
| College Retirement Equities Fund variable annuities | — | — | — | $646K | 3.4% | |
| College Retirement Equities Fund variable annuities | — | — | — | $605K | 3.2% | |
| College Retirement Equities Fund variable annuities | — | — | — | $553K | 2.9% | |
| College Retirement Equities Fund variable annuities | — | — | — | $539K | 2.9% | |
| College Retirement Equities Fund variable annuities | — | — | — | $423K | 2.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $423K | 2.2% | |
| College Retirement Equities Fund variable annuities | — | — | — | $417K | 2.2% | |
| College Retirement Equities Fund variable annuities | — | — | — | $409K | 2.2% | |
| College Retirement Equities Fund variable annuities | — | — | — | $403K | 2.1% | |
| College Retirement Equities Fund variable annuities | — | — | — | $331K | 1.8% | |
| College Retirement Equities Fund variable annuities | — | — | — | $320K | 1.7% | |
| College Retirement Equities Fund variable annuities | — | — | — | $214K | 1.1% | |
| College Retirement Equities Fund variable annuities | — | — | — | $109K | 0.6% | |
| College Retirement Equities Fund variable annuities | — | — | — | $109K | 0.6% | |
| College Retirement Equities Fund variable annuities | — | — | — | $107K | 0.6% | |
| College Retirement Equities Fund variable annuities | — | — | — | $87K | 0.5% | |
| College Retirement Equities Fund variable annuities | — | — | — | $74K | 0.4% | |
| College Retirement Equities Fund variable annuities | — | — | — | $64K | 0.3% | |
| College Retirement Equities Fund variable annuities | — | — | — | $51K | 0.3% | |
| College Retirement Equities Fund variable annuities | — | — | — | $50K | 0.3% | |
| Loans to Participants | — | — | — | $49K | 0.3% | |
| College Retirement Equities Fund variable annuities | — | — | — | $39K | 0.2% | |
| College Retirement Equities Fund variable annuities | — | — | — | $36K | 0.2% | |
| College Retirement Equities Fund variable annuities | — | — | — | $35K | 0.2% | |
| College Retirement Equities Fund variable annuities | — | — | — | $32K | 0.2% | |
| College Retirement Equities Fund variable annuities | — | — | — | $32K | 0.2% | |
| College Retirement Equities Fund variable annuities | — | — | — | $25K | 0.1% | |
| College Retirement Equities Fund variable annuities | — | — | — | $23K | 0.1% | |
| College Retirement Equities Fund variable annuities | — | — | — | $20K | 0.1% | |
| College Retirement Equities Fund variable annuities | — | — | — | $17K | <0.1% | |
| College Retirement Equities Fund variable annuities | — | — | — | $16K | <0.1% | |
| College Retirement Equities Fund variable annuities | — | — | — | $14K | <0.1% | |
| College Retirement Equities Fund variable annuities | — | — | — | $12K | <0.1% | |
| College Retirement Equities Fund variable annuities | — | — | — | $10K | <0.1% | |
| College Retirement Equities Fund variable annuities | — | — | — | $10K | <0.1% | |
| College Retirement Equities Fund variable annuities | — | — | — | $8K | <0.1% | |
| College Retirement Equities Fund variable annuities | — | — | — | $5K | <0.1% | |
| College Retirement Equities Fund variable annuities | — | — | — | $4K | <0.1% | |
| College Retirement Equities Fund variable annuities | — | — | — | $3K | <0.1% | |
| College Retirement Equities Fund variable annuities | — | — | — | $2K | <0.1% |