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Original filing (PDF)20250730170453NAL0005063569001
THE WILLISTON NORTHAMPTON SCHOOL
Form 5500
FILING_RECEIVED
THE WILLISTON NORTHAMPTON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
201
Accounts w/ balance
502
Plan assets (EOY)
$56.0M
Net assets (EOY)
$56.0M
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.
Helping the score
- Below-peer total fees (4 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE WILLISTON NORTHAMPTON SCHOOL.
Plan sponsor
Name
THE WILLISTON NORTHAMPTON SCHOOL
EIN
04-1975990
Address
19 PAYSON AVENUE · EASTHAMPTON, MA · 010272246
Phone
(413) 529-3251
Industry
Educational Servicessee all
Plan administrator
Name
THE WILLISTON NORTHAMPTON SCHOOL
EIN
04-1975990
City
EASTHAMPTON, MA
Phone
(413) 529-3251
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)
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | SERVICE PROVIDER | $14K | — |
| ANGELL PENSION GROUP | 04-2530412 | — | SERVICE PROVIDER | $8K | — |
Investments
44 direct securities · 1 pooled fund· $56.0M(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
$55.6M
44 holdings
Pooled Separate Account
$427K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Similar Party Par or Maturity Value Cost ** Value * TIAA Traditional Nonbenefit-Responsive Fixed Annuity Contracts | — | — | — | $8.5M | 15.3% | |
| CREF Stock R1 Variable Annuities | — | — | — | $6.9M | 12.3% | |
| T Rowe Price Retirement 2035 Fund Mutual Fund | — | — | — | $5.9M | 10.5% | |
| T Rowe Price Retirement 2030 Fund Mutual Fund | — | — | — | $5.2M | 9.2% | |
| T Rowe Price Retirement 2040 Fund Mutual Fund | — | — | — | $4.2M | 7.5% | |
| T Rowe Price Retirement 2045 Fund Mutual Fund | — | — | — | $3.1M | 5.5% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $2.5M | 4.5% | |
| CREF Growth R1 Variable Annuities | — | — | — | $2.1M | 3.8% | |
| T Rowe Price Retirement 2025 Fund Mutual Fund | — | — | — | $2.1M | 3.8% | |
| CREF Global Equities R1 Variable Annuities | — | — | — | $1.8M | 3.3% | |
| T Rowe Price Retirement 2050 Fund Mutual Fund | — | — | — | $1.5M | 2.7% | |
| T Rowe Price Retirement 2020 Fund Mutual Fund | — | — | — | $1.3M | 2.3% | |
| Voya Fixed Plus Account III Fixed Annuity Contracts | — | — | — | $1.1M | 1.9% | |
| CREF Social Choice R1 Variable Annuities | — | — | — | $887K | 1.6% | |
| CREF Equity Index R1 Variable Annuities | — | — | — | $842K | 1.5% | |
| T Rowe Price Retirement 2015 Fund Mutual Fund | — | — | — | $720K | 1.3% | |
| T Rowe Price Retirement 2055 Fund Mutual Fund | — | — | — | $688K | 1.2% | |
| T Rowe Price Retirement 2060 Fund Mutual Fund | — | — | — | $519K | 0.9% | |
| JPMorgan Growth Advantage Fund Mutual Fund | — | — | — | $505K | 0.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $427K | 0.8% | |
| Vanguard Equity Income Fund Mutual Fund | — | — | — | $419K | 0.7% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $411K | 0.7% | |
| Vanguard International Growth Fund Mutual Fund | — | — | — | $372K | 0.7% | |
| Parnassus Equity Income Fund Institutional Mutual Fund | — | — | — | $354K | 0.6% | |
| Fidelity Emerging Markets Fund Mutual Fund | — | — | — | $345K | 0.6% | |
| CREF Core Bond R1 Variable Annuities | — | — | — | $340K | 0.6% | |
| CREF Money Market R1 Variable Annuities | — | — | — | $331K | 0.6% | |
| T Rowe Price Retirement 2010 Fund Mutual Fund | — | — | — | $327K | 0.6% | |
| Principal MidCap S&P 400 Index Fund Mutual Fund | — | — | — | $319K | 0.6% | |
| CREF Inflation-Linked Bond R1 Variable Annuities | — | — | — | $296K | 0.5% | |
| Pioneer Bond Fund Mutual Fund | — | — | — | $295K | 0.5% | |
| Participants Participant Loans Rates from 2.89% to 6.20% | — | — | — | $246K | 0.4% | |
| JP Morgan Government Fund Mutual Fund | — | — | — | $198K | 0.4% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $149K | 0.3% | |
| Columbia Strategic Income Fund Mutual Fund | — | — | — | $130K | 0.2% | |
| TIAA Traditional Benefit-Responsive Fixed Annuity Contracts | — | — | — | $123K | 0.2% | |
| PGIM High Yield I Fund Inst Mutual Fund | — | — | — | $112K | 0.2% | |
| MFS Mid Cap Growth Fund Mutual Fund | — | — | — | $98K | 0.2% | |
| T Rowe Price Retirement 2005 Fund Mutual Fund | — | — | — | $97K | 0.2% | |
| T Rowe Price Retirement 2065 Fund Mutual Fund | — | — | — | $56K | <0.1% | |
| American Century Small Cap Growth Fund Mutual Fund | — | — | — | $50K | <0.1% | |
| Alliance Bern Global Real Estate Investment Mutual Fund | — | — | — | $47K | <0.1% | |
| Allspring Special Midcap Value Fund Mutual Fund | — | — | — | $38K | <0.1% | |
| Fidelity Intl Index Fund Mutual Fund | — | — | — | $37K | <0.1% | |
| BlackRock Commodity Strat Fund Mutual Fund | — | — | — | $3K | <0.1% |
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