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Original filing (PDF)20250730162944NAL0007054816001
THE NEW HAMPTON SCHOOL
Form 5500
FILING_RECEIVED
NEW HAMPTON SCHOOL DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN
403(b) retirement plan
Active participants
156
Accounts w/ balance
388
Plan assets (EOY)
$21.7M
Net assets (EOY)
$21.7M
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 (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE NEW HAMPTON SCHOOL.
Plan sponsor
Name
THE NEW HAMPTON SCHOOL
EIN
02-0223634
Address
70 MAIN STREET · NEW HAMPTON, NH · 03256
Phone
(603) 677-3429
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
2025-07-30
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TSS FINANCIAL PARTNERS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK, NY | RECORDKEEPER | $6K | — |
Investments
56 direct securities · 1 pooled fund· $21.7M(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
$21.4M
56 holdings
Pooled Separate Account
$296K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-Traditional Non Benefit Responsive | — | — | — | $2.4M | 11.3% | |
| CREF Stock R1 | — | — | — | $2.4M | 11.1% | |
| American Fds 2030 Tar Ret R6 | — | — | — | $2.0M | 9.4% | |
| American Fds 2050 Tar Ret R6 | — | — | — | $1.3M | 6.1% | |
| CREF Growth R1 | — | — | — | $1.1M | 5.1% | |
| American Fds 2040 Tar Ret R6 | — | — | — | $1.1M | 5.0% | |
| CREF Global Equities R1 | — | — | — | $988K | 4.6% | |
| American Fds 2035 Tar Ret R6 | — | — | — | $950K | 4.4% | |
| American Fds 2045 Tar Ret R6 | — | — | — | $932K | 4.3% | |
| CREF Social Choice R1 | — | — | — | $894K | 4.1% | |
| American Fds 2055 Tar Ret R6 | — | — | — | $834K | 3.8% | |
| American Fds 2025 Tar Ret R6 | — | — | — | $640K | 3.0% | |
| CREF Equity Index R1 | — | — | — | $639K | 2.9% | |
| CREF Core Bond R1 | — | — | — | $563K | 2.6% | |
| PIMCO Total Return Admin Class | — | — | — | $446K | 2.1% | |
| TIAA-Traditional Non Benefit Responsive 2 | — | — | — | $376K | 1.7% | |
| MFS Growth Fund Class R4 | — | — | — | $351K | 1.6% | |
| Nuveen S&P 500 Index Retire | — | — | — | $313K | 1.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $296K | 1.4% | |
| AF American Balanced Fund R4 | — | — | — | $293K | 1.4% | |
| AF Washington Mutual Inv R4 | — | — | — | $291K | 1.3% | |
| MFS International Growth Cl R4 | — | — | — | $279K | 1.3% | |
| JPMorgan Equity Income Select | — | — | — | $235K | 1.1% | |
| American Fds 2020 Tar Ret R6 | — | — | — | $213K | 1.0% | |
| CREF Inflation-Linked Bond R1 | — | — | — | $174K | 0.8% | |
| MFS International Diversif R3 | — | — | — | $147K | 0.7% | |
| TIAA Access Nuv Intl Equity T4 | — | — | — | $123K | 0.6% | |
| American Fds 2060 Tar Ret R6 | — | — | — | $119K | 0.5% | |
| TIAA Access Nuv LifCyc 2040 T4 | — | — | — | $105K | 0.5% | |
| Nuveen Small Cap Bld Idx Rtmt | — | — | — | $88K | 0.4% | |
| TIAA-Traditional Benefit Responsive | — | — | — | $87K | 0.4% | |
| TIAA Access Nuv Lrg Cap Val T4 | — | — | — | $81K | 0.4% | |
| MFS Mid Cap Value R3 | — | — | — | $68K | 0.3% | |
| CREF Money Market R1 | — | — | — | $62K | 0.3% | |
| Nuveen Real Est Sec Sel Prem | — | — | — | $59K | 0.3% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 | — | — | — | $54K | 0.3% | |
| TIAA Access Nuv Mid Cap Val T4 | — | — | — | $54K | 0.3% | |
| Baron Growth Institutional | — | — | — | $51K | 0.2% | |
| TIAA Access Nuv LifCyc 2025 T4 | — | — | — | $50K | 0.2% | |
| TIAA Access Nuv LifCyc 2050 T4 | — | — | — | $49K | 0.2% | |
| MFS New Discovery Value R3 | — | — | — | $49K | 0.2% | |
| Vanguard Mid-Cap Idx Adm | — | — | — | $49K | 0.2% | |
| TIAA Access Nuv RlEstSecSel T4 | — | — | — | $44K | 0.2% | |
| JPMorgan Small Cap Growth R4 | — | — | — | $41K | 0.2% | |
| American Funds 2065 Tar Ret R6 | — | — | — | $39K | 0.2% | |
| American Fds 2015 Tar Ret R6 | — | — | — | $37K | 0.2% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 | — | — | — | $35K | 0.2% | |
| Notes receivable from participants | — | — | — | $21K | <0.1% | |
| Nuveen Equity Index Retirement | — | — | — | $16K | <0.1% | |
| TIAA Access Nuv LifCyc 2035 T4 | — | — | — | $15K | <0.1% | |
| TIAA Access Nuv Mid Cap Grw T4 | — | — | — | $10K | <0.1% | |
| TIAA Access Nuv LgCp Res Eq T4 | — | — | — | $9K | <0.1% | |
| TIAA Access Nuv LifCyc 2030 T4 | — | — | — | $3K | <0.1% | |
| TIAA Access Nuv Core Pl Bd T4 | — | — | — | $2K | <0.1% | |
| TIAA Access Nuv Lrg Cap Gr T4 | — | — | — | $2K | <0.1% | |
| TIAA Access Nuv Core Equity T4 | — | — | — | $728 | <0.1% | |
| TIAA Access Nuv Equity Idx T4 | — | — | — | $223 | <0.1% |
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