Original filing (PDF)20250804130017NAL0001321747002

GOULD ACADEMY

Name: GOULD ACADEMY — GOULD ACADEMY RETIREMENT PLAN, Form 5500 (2024)
Creator: GOULD ACADEMY

Form 5500

FILING_RECEIVED

GOULD ACADEMY RETIREMENT PLAN

403(b) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

109

Accounts w/ balance

202

Plan assets (EOY)

$17.9M

Net assets (EOY)

$17.9M

How this plan invests

This plan

2 pooled trusts

Schedule D

65 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Participation health

100

Knocking points off

No recordkeeper disclosed on Schedule C.

Helping the score

Below-peer total fees (12 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOULD ACADEMY.

Plan sponsor

Name

GOULD ACADEMY

EIN

01-0211509

Address

PO BOX 860 · BETHEL, ME · 042170860

Phone

(207) 824-7712

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

2025-08-04

Pension benefit codes

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

RUNYON KERSTEEN OUELLETTE

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	NEW YORK, NY	SERVICE PROVIDER	$22K	—

Investments

65 direct securities · 2 pooled funds· $18.1M(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

$17.9M

65 holdings

Pooled Separate Account

$166K

2 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
TIAA	—	—	—	$2.4M	13.2%
Nuveen	—	—	—	$2.3M	13.1%
CREF	—	—	—	$1.2M	6.9%
Nuveen	—	—	—	$1.2M	6.7%
Vanguard	—	—	—	$878K	4.9%
Nuveen	—	—	—	$602K	3.4%
CREF	—	—	—	$565K	3.2%
CREF	—	—	—	$550K	3.1%
Vanguard	—	—	—	$544K	3.0%
Vanguard	—	—	—	$542K	3.0%
Nuveen	—	—	—	$472K	2.6%
TIAA	—	—	—	$443K	2.5%
Nuveen	—	—	—	$405K	2.3%
Nuveen	—	—	—	$368K	2.1%
TIAA	—	—	—	$366K	2.0%
American Funds	—	—	—	$363K	2.0%
CREF	—	—	—	$325K	1.8%
Nuveen	—	—	—	$309K	1.7%
Vanguard	—	—	—	$237K	1.3%
Vanguard	—	—	—	$236K	1.3%
CREF	—	—	—	$232K	1.3%
Allspring	—	—	—	$231K	1.3%
Nuveen	—	—	—	$198K	1.1%
Nuveen	—	—	—	$187K	1.0%
Vanguard	—	—	—	$174K	1.0%
TIAA	—	—	—	$167K	0.9%
American Funds	—	—	—	$158K	0.9%
CREF	—	—	—	$154K	0.9%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$148K	0.8%
TIAA	—	—	—	$141K	0.8%
Nuveen	—	—	—	$141K	0.8%
CREF	—	—	—	$140K	0.8%
Vanguard	—	—	—	$140K	0.8%
TIAA	—	—	—	$138K	0.8%
CREF	—	—	—	$131K	0.7%
Vanguard	—	—	—	$111K	0.6%
Nuveen	—	—	—	$107K	0.6%
Vanguard	—	—	—	$102K	0.6%
TIAA	—	—	—	$101K	0.6%
Vanguard	—	—	—	$95K	0.5%
Nuveen	—	—	—	$86K	0.5%
TIAA	—	—	—	$81K	0.5%
Western Asset	—	—	—	$80K	0.4%
Vanguard	—	—	—	$71K	0.4%
TIAA	—	—	—	$65K	0.4%
TIAA	—	—	—	$62K	0.3%
Vanguard	—	—	—	$50K	0.3%
TIAA	—	—	—	$45K	0.3%
TIAA	—	—	—	$40K	0.2%
TIAA	—	—	—	$39K	0.2%
TIAA	—	—	—	$20K	0.1%
Participant loans	—	0	—	$18K	<0.1%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$18K	<0.1%
TIAA	—	—	—	$9K	<0.1%
Nuveen	—	—	—	$7K	<0.1%
TIAA	—	—	—	$6K	<0.1%
TIAA	—	—	—	$4K	<0.1%
TIAA	—	—	—	$3K	<0.1%
TIAA	—	—	—	$3K	<0.1%
TIAA	—	—	—	$2K	<0.1%
TIAA	—	—	—	$2K	<0.1%
TIAA	—	—	—	$2K	<0.1%
Invesco	—	—	—	$854	<0.1%
Nuveen	—	—	—	$190	<0.1%
TIAA	—	—	—	$151	<0.1%
TIAA	—	—	—	$54	<0.1%
Nuveen	—	—	—	$7	<0.1%