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Original filing (PDF)20250728091540NAL0000651475001
NEW ENGLAND COLLEGE
Form 5500
FILING_RECEIVED
NEW ENGLAND COLLEGE DC RETIREMENT PLAN
403(b) retirement plan
Signals · 2
29% in single holdingNo recordkeeper disclosed
Active participants
279
Accounts w/ balance
644
Plan assets (EOY)
$50.7M
Net assets (EOY)
$50.7M
How this plan invests
This plan
1 pooled trust
Schedule D
46 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "TIAA and CREF TIAA Traditional Annuity" is 29% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (0 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW ENGLAND COLLEGE.
Plan sponsor
Name
NEW ENGLAND COLLEGE
EIN
02-0223955
Address
98 BRIDGE STREET · HENNIKER, NH · 03242
Phone
(603) 428-2461
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
2025-07-28
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
BDMP ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-CREF | 13-1624203 | NEW YORK, NY | — | $175 | — |
Investments
45 direct securities · 1 pooled fund· $50.7M(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
$49.4M
45 holdings
Pooled Separate Account
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA and CREF TIAA Traditional Annuity | — | — | — | $14.5M | 28.7% | |
| TIAA and CREF Stock R2 | — | — | — | $11.1M | 22.0% | |
| TIAA and CREF Growth R2 | — | — | — | $5.5M | 10.9% | |
| TIAA and CREF Equity Index R2 | — | — | — | $4.0M | 7.9% | |
| TIAA and CREF Global Equities R2 | — | — | — | $3.7M | 7.3% | |
| TIAA and CREF Social Choice R2 | — | — | — | $1.7M | 3.4% | |
| TIAA and CREF Core Bond R2 | — | — | — | $1.4M | 2.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.3M | 2.6% | |
| TIAA and CREF Money Market R2 | — | — | — | $1.2M | 2.3% | |
| TIAA and CREF Inflation-Linked Bond R2 | — | — | — | $694K | 1.4% | |
| TIAA and CREF TIAA Access Intl Equity T4 | — | — | — | $510K | 1.0% | |
| TIAA and CREF TIAA Access Life Cycle 2040 T4 | — | — | — | $353K | 0.7% | |
| TIAA and CREF TIAA Access Life Cycle Rt Inc T4 ** 558 * TIAA and CREF TIAA Access Lrg Cap Gr T4 | — | — | — | $351K | 0.7% | |
| TIAA and CREF TIAA Access Core Equity T4 | — | — | — | $321K | 0.6% | |
| TIAA and CREF TIAA Access Qt Sm Cp Eq T4 | — | — | — | $320K | 0.6% | |
| TIAA and CREF TIAA Access Mid Cap Val T4 | — | — | — | $298K | 0.6% | |
| TIAA and CREF TIAA Access Life Cycle 2025 T4 | — | — | — | $297K | 0.6% | |
| TIAA and CREF TIAA Access Sm Cp Bl Ix T4 | — | — | — | $297K | 0.6% | |
| TIAA and CREF Internatl Equity Retire | — | — | — | $291K | 0.6% | |
| TIAA and CREF TIAA Access Lrg Cap Val T4 | — | — | — | $287K | 0.6% | |
| TIAA and CREF TIAA Access Life Cycle 2050 T4 | — | — | — | $276K | 0.5% | |
| TIAA and CREF TIAA Access Real Est Secs T4 | — | — | — | $264K | 0.5% | |
| TIAA and CREF TIAA Access Life Cycle 2035 T4 | — | — | — | $233K | 0.5% | |
| TIAA and CREF Small Cap Bld Idx Rtmt | — | — | — | $173K | 0.3% | |
| TIAA and CREF TIAA Access Life Cycle 2045 T4 | — | — | — | $157K | 0.3% | |
| TIAA and CREF TIAA Access Life Cycle 2015 T4 | — | — | — | $151K | 0.3% | |
| TIAA and CREF TIAA Access Mid Cap Grw T4 | — | — | — | $144K | 0.3% | |
| TIAA and CREF TIAA Access Life Cycle 2030 T4 | — | — | — | $128K | 0.3% | |
| TIAA and CREF Quant Sm Cp Eq Retire | — | — | — | $73K | 0.1% | |
| TIAA and CREF TIAA Access Life Cycle 2020 T4 | — | — | — | $68K | 0.1% | |
| TIAA and CREF Money Market Retirement | — | — | — | $66K | 0.1% | |
| TIAA and CREF TIAA Access Lg Cp Res Eq T4 | — | — | — | $58K | 0.1% | |
| TIAA and CREF TIAA Access Equity Idx T4 | — | — | — | $52K | 0.1% | |
| participants 9.50%; maturities through 2029 - | — | — | — | $52K | 0.1% | |
| TIAA and CREF Mid Cap Value Retire | — | — | — | $46K | <0.1% | |
| TIAA and CREF Large Cap Value Retire | — | — | — | $38K | <0.1% | |
| TIAA and CREF Real Est Sec Sel Rtmt | — | — | — | $37K | <0.1% | |
| TIAA and CREF TIAA Access Core Pl Bd T4 | — | — | — | $36K | <0.1% | |
| TIAA and CREF TIAA Access Life Cycle 2055 T4 | — | — | — | $24K | <0.1% | |
| TIAA and CREF Large Cap Growth Retire | — | — | — | $20K | <0.1% | |
| TIAA and CREF Mid Cap Growth Retire | — | — | — | $17K | <0.1% | |
| TIAA and CREF TIAA Access Life Cycle 2060 T4 | — | — | — | $15K | <0.1% | |
| TIAA and CREF Core Equity Retirement | — | — | — | $11K | <0.1% | |
| TIAA and CREF Equity Index Retirement | — | — | — | $8K | <0.1% | |
| TIAA and CREF Large Cap Resp Eq Rtmt | — | — | — | $8K | <0.1% | |
| TIAA and CREF Core Plus Bond Retire | — | — | — | $4K | <0.1% |