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Original filing (PDF)20250717092432NAL0000036049001
THE DERRYFIELD SCHOOL
Form 5500
FILING_RECEIVED
THE DERRYFIELD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
173
Accounts w/ balance
256
Plan assets (EOY)
$30.9M
Net assets (EOY)
$30.9M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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 (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE DERRYFIELD SCHOOL.
Plan sponsor
Name
THE DERRYFIELD SCHOOL
EIN
02-0265542
Address
2108 RIVER ROAD · MANCHESTER, NH · 03104
Phone
(603) 669-4524
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
2025-07-17
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
TAWNEY, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 62-0951563 | — | NONE | $47K | — |
Investments
27 direct securities · 1 pooled fund· $30.9M(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
$30.5M
27 holdings
Pooled Separate Account
$384K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock Fund, 5,531 shares | — | — | $6K | $4.9M | 16.0% | |
| TIAA Traditional Non-Benefit Responsive Account | — | — | — | $4.9M | 16.0% | |
| Standard Insurance * Company Stable Asset Fund II, 88,848 shares | — | — | $89K | $3.1M | 10.1% | |
| Vanguard 500 Index Fund, 4,983 shares | — | — | $5K | $2.7M | 8.8% | |
| Dodge & Cox Income Fund, 213,449 shares | — | — | $213K | $2.6M | 8.6% | |
| CREF Equity Index Fund, 3,681 shares | — | — | $4K | $1.9M | 6.0% | |
| American Funds Washington Mutual, 29,190 shares | — | — | $29K | $1.8M | 5.8% | |
| CREF Growth Fund 2,761 shares | — | — | $3K | $1.4M | 4.6% | |
| CREF Social Choice Fund, 3,160 shares | — | — | $3K | $1.1M | 3.7% | |
| CREF Global Equities Fund, 2,509 shares | — | — | $3K | $852K | 2.8% | |
| American Funds EuroPacific Growth Fund, 13,486 shares | — | — | $13K | $724K | 2.3% | |
| Vanguard Growth Index Fund, 2,665 shares | — | — | $3K | $563K | 1.8% | |
| Vanguard Mid Cap Index Fund, 1,606 shares | — | — | $2K | $525K | 1.7% | |
| TIAA Traditional Benefit Responsive Account | — | — | — | $518K | 1.7% | |
| Fundamental International Large Company Index Schwab Fund, 46,223 shares | — | — | $46K | $479K | 1.5% | |
| American Funds US Government Securities, 37,999 shares | — | — | $38K | $446K | 1.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $384K | 1.2% | |
| Vanguard Mid Cap Value Index Fund, 4,513 shares | — | — | $5K | $378K | 1.2% | |
| CREF Core Bond Fund, 2,723 shares | — | — | $3K | $358K | 1.2% | |
| Vanguard Small Cap Index 2,249 shares | — | — | $2K | $259K | 0.8% | |
| American Funds New World Fund, 3,240 shares | — | — | $3K | $249K | 0.8% | |
| CREF Inflation-Linked Index Fund, 2,287 shares | — | — | $2K | $189K | 0.6% | |
| DFA US Target Value Fund, 4,052 shares | — | — | $4K | $139K | 0.5% | |
| Vanguard Mid Cap Growth Index Fund, 1,194 shares | — | — | $1K | $130K | 0.4% | |
| CREF Money Market Fund, 4,393 shares | — | — | $4K | $128K | 0.4% | |
| Vanguard Small Cap Growth Index Fund 160 shares | — | — | — | $16K | <0.1% | |
| DFA Real Estate Securities Fund, 197 shares | — | — | — | $8K | <0.1% | |
| PIMCO Commodity Real Return Strategy Fund 349 shares | — | — | — | $4K | <0.1% |
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