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Original filing (PDF)20251008165621NAL0005841889001
TILTON SCHOOL
Form 5500
FILING_RECEIVED
TILTON SCHOOL DC RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
140
Accounts w/ balance
289
Plan assets (EOY)
$15.0M
Net assets (EOY)
$15.0M
How this plan invests
This plan
1 pooled trust
Schedule D
45 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TILTON SCHOOL.
Plan sponsor
Name
TILTON SCHOOL
EIN
02-0222239
Address
30 SCHOOL STREET · TILTON, NH · 032765771
Phone
(603) 286-4342
Industry
Other Services (ex. Public Admin)see 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
2025-10-08
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
NATHAN WECHSLER & COMPANY, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP | 61-1758632 | SANTA BARBARA, CA | SERVICE PROVIDER | $16K | — |
| NATHAN WECHSLER | 02-0327524 | CONCORD, NH | — | $12K | — |
| TIAA | 13-1624203 | NEW YORK, NY | SERVICE PROVIDER | $10K | — |
Investments
44 direct securities · 1 pooled fund· $15.0M(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
$14.7M
44 holdings
Pooled Separate Account
$299K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock fund Variable Annuity Contracts | — | — | — | $2.9M | 19.2% | |
| TIAA Traditional Annuity (non-benefit responsive) Fixed Annuity Contracts | — | — | — | $2.5M | 16.4% | |
| Nuveen Internatl Eq Idx R6 Variable Annuity Contracts | — | — | — | $1.3M | 8.5% | |
| CREF Growth Fund Variable Annuity Contracts | — | — | — | $1.3M | 8.4% | |
| TIAA CREF S&P 500 Index Variable Annuity Contracts | — | — | — | $1.2M | 7.8% | |
| Vanguard Small-Cap Idx Adm Variable Annuity Contracts | — | — | — | $770K | 5.1% | |
| TIAA Traditional Annuity (benefit responsive) Fixed Annuity Contracts | — | — | — | $710K | 4.7% | |
| CREF Global Equities Variable Annuity Contracts | — | — | — | $569K | 3.8% | |
| CREF Social Choice Fund Variable Annuity Contracts | — | — | — | $501K | 3.3% | |
| CREF Equity Index Fund Variable Annuity Contracts | — | — | — | $421K | 2.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $299K | 2.0% | |
| Vanguard Real Estate Idx Adm Variable Annuity Contracts | — | — | — | $293K | 2.0% | |
| CREF Money Market Fund Variable Annuity Contracts | — | — | — | $287K | 1.9% | |
| CREF Bond Market Fund Variable Annuity Contracts | — | — | — | $282K | 1.9% | |
| Vanguard S-T Inf Pro Sec Idx Adm Variable Annuity Contracts | — | — | — | $228K | 1.5% | |
| TIAA-CREF International Equity Fund Variable Annuity Contracts | — | — | — | $201K | 1.3% | |
| TIAA-CREF Large-Cap Value Index Fund Variable Annuity Contracts | — | — | — | $198K | 1.3% | |
| TIAA-ACCESS Mid-Cap Value Fund Variable Annuity Contracts | — | — | — | $137K | 0.9% | |
| State Street Aggrgte Bnd Idx K Variable Annuity Contracts | — | — | — | $136K | 0.9% | |
| JPMogran Large Cap Growth R6 Variable Annuity Contracts | — | — | — | $107K | 0.7% | |
| TIAA-ACCESS Small-Cap Equity Fund Variable Annuity Contracts | — | — | — | $101K | 0.7% | |
| CREF Inflation-Linked Bond Fund Variable Annuity Contracts | — | — | — | $82K | 0.5% | |
| TIAA-ACCESS Lifecycle 2050 T4 Variable Annuity Contracts | — | — | — | $79K | 0.5% | |
| TIAA-CREF Real Estate Secs Fund Variable Annuity Contracts | — | — | — | $73K | 0.5% | |
| TIAA-ACCESS Lifecycle 2035 T4 Variable Annuity Contracts | — | — | — | $58K | 0.4% | |
| JPMorgan US Value - Class R6 Variable Annuity Contracts | — | — | — | $50K | 0.3% | |
| TIAA Access Nuv LgCp Res Eq T4 Variable Annuity Contracts | — | — | — | $39K | 0.3% | |
| TIAA-ACCESS Lifecycle 2045 T4 Variable Annuity Contracts | — | — | — | $32K | 0.2% | |
| TIAA_ACCESS Lifecycle 2040 Variable Annuity Contracts | — | — | — | $29K | 0.2% | |
| MFS Value Fund Class Variable Annuity Contracts | — | — | — | $27K | 0.2% | |
| MFS Intl Diversification Cl R6 Variable Annuity Contracts | — | — | — | $26K | 0.2% | |
| TIAA-CREF Sm-Cap Bl Index Fund Variable Annuity Contracts | — | — | — | $25K | 0.2% | |
| Baird Short Term Bond Fund Variable Annuity Contracts | — | — | — | $22K | 0.1% | |
| TIAA-ACCESS Lifecycle 2030 T4 Variable Annuity Contracts | — | — | — | $17K | 0.1% | |
| TIAA-CREF Mid-Cap Growth Fund Variable Annuity Contracts | — | — | — | $15K | 0.1% | |
| Vanguard Treasury MoneyMkt Inv Variable Annuity Contracts | — | — | — | $14K | <0.1% | |
| MFS Mid Cap growth Fund R4 Variable Annuity Contracts | — | — | — | $13K | <0.1% | |
| Principal Small Cap R5 Variable Annuity Contracts | — | — | — | $11K | <0.1% | |
| TIAA-ACCESS Core Bond Plus Variable Annuity Contracts | — | — | — | $11K | <0.1% | |
| Vanguard Extended Mkt Ind Adm Variable Annuity Contracts | — | — | — | $10K | <0.1% | |
| Principal Small Cap Val II R6 Variable Annuity Contracts | — | — | — | $6K | <0.1% | |
| TIAA-ACCESS Large-Cap Growth Index Fund Variable Annuity Contracts | — | — | — | $5K | <0.1% | |
| TIAA-CREF Equity Index Fund Variable Annuity Contracts | — | — | — | $4K | <0.1% | |
| TIAA Access Nuv Core Equity T4 Variable Annuity Contracts | — | — | — | $4K | <0.1% | |
| John Hancock Variable Annuity Contracts | — | — | — | $3K | <0.1% |
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