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Original filing (PDF)20251007121510NAL0002451267001
GOVERNOR DUMMER ACADEMY DBA THE GOVERNOR'S ACADEMY
Form 5500
FILING_RECEIVED
GOVERNOR DUMMER ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
181
Accounts w/ balance
341
Plan assets (EOY)
$65.6M
Net assets (EOY)
$65.6M
How this plan invests
This plan
1 pooled trust
Schedule D
59 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 (10 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOVERNOR DUMMER ACADEMY DBA THE GOVERNOR'S ACADEMY.
Plan sponsor
Name
GOVERNOR DUMMER ACADEMY DBA THE GOVERNOR'S ACADEMY
EIN
04-2103564
Address
ONE ELM STREET · BYFIELD, MA · 01922
Phone
(978) 499-3212
Industry
Educational Servicessee 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
2025-10-07
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | 04-3422848 | — | NONE | $36K | — |
| TIAA-TEACHERS INSURANCE AND ANNUITY | 13-1624203 | NEW YORK, NY | NONE | $29K | — |
Investments
58 direct securities · 1 pooled fund· $65.6M(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
$64.0M
58 holdings
Pooled Separate Account
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock R2 Variable annuity | — | — | — | $10.3M | 15.8% | |
| TIAA Traditional Non Benefit Responsive Fixed annuity | — | — | — | $8.6M | 13.1% | |
| CREF Growth R2 Variable annuity | — | — | — | $5.4M | 8.2% | |
| Nuveen LfCycle Ix 2035 R6 Mutual fund | — | — | — | $3.8M | 5.7% | |
| CREF Global Equities R2 Variable annuity | — | — | — | $3.3M | 5.0% | |
| Nuveen LfCycle Ix 2030 R6 Mutual fund | — | — | — | $2.9M | 4.4% | |
| Nuveen LfCycle Ix 2040 R6 Mutual fund | — | — | — | $2.6M | 4.0% | |
| Nuveen LfCycle Ix 2025 R6 Mutual fund | — | — | — | $2.2M | 3.3% | |
| Schwab S&P 500 Index Fund Mutual fund | — | — | — | $2.0M | 3.0% | |
| CREF Core Bond R2 Variable annuity | — | — | — | $1.8M | 2.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.6M | 2.4% | |
| CREF Money Market R2 Variable annuity | — | — | — | $1.6M | 2.4% | |
| CREF Social Choice R2 Variable annuity | — | — | — | $1.6M | 2.4% | |
| Nuveen LfCycle Ix 2020 R6 Mutual fund | — | — | — | $1.5M | 2.2% | |
| CREF Equity Index R2 Variable annuity | — | — | — | $1.3M | 2.0% | |
| Nuveen LfCycle Ix 2050 R6 Mutual fund | — | — | — | $1.0M | 1.6% | |
| TIAA Traditional Non Benefit Responsive 2 Fixed annuity | — | — | — | $962K | 1.5% | |
| Principal Blue Chip Fund Cl R6 Mutual fund | — | — | — | $961K | 1.5% | |
| TIAA Access Nuv Intl Equity T4 Variable annuity | — | — | — | $847K | 1.3% | |
| Nuveen Internatl Eq Idx R6 Mutual fund | — | — | — | $828K | 1.3% | |
| Putnam Large Cap Value Fund R6 Mutual fund | — | — | — | $764K | 1.2% | |
| Nuveen LfCycle Ix 2045 R6 Mutual fund | — | — | — | $744K | 1.1% | |
| Nuveen LfCycle Ix 2055 R6 Mutual fund | — | — | — | $691K | 1.1% | |
| CREF Inflation-Linked Bond R2 Variable annuity | — | — | — | $685K | 1.0% | |
| TIAA STABLE VALUE Fixed annuity | — | — | — | $619K | 0.9% | |
| Nuveen Small Cap Bld Idx R6 Mutual fund | — | — | — | $601K | 0.9% | |
| TIAA Access Nuv LifCyc 2030 T4 Variable annuity | — | — | — | $591K | 0.9% | |
| TIAA Access Nuv Lrg Cap Val T4 Variable annuity | — | — | — | $550K | 0.8% | |
| TIAA Traditional Benefit Responsive Fixed annuity contract | — | — | — | $532K | 0.8% | |
| Nuveen LfCycle Ix 2015 R6 Mutual fund | — | — | — | $461K | 0.7% | |
| TIAA Access Nuv RlEstSecSel T4 Variable annuity | — | — | — | $425K | 0.6% | |
| American Funds New World R6 Mutual fund | — | — | — | $378K | 0.6% | |
| Vanguard Mid-Cap Idx Adm Mutual fund | — | — | — | $369K | 0.6% | |
| TIAA Access Nuv Mid Cap Val T4 Variable annuity | — | — | — | $353K | 0.5% | |
| TIAA Access Nuv LifCyc 2035 T4 Variable annuity | — | — | — | $309K | 0.5% | |
| TIAA Access Nuv Core Pl Bd T4 Variable annuity | — | — | — | $271K | 0.4% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 Variable annuity | — | — | — | $267K | 0.4% | |
| TIAA Access Nuv LgCp Res Eq T4 Variable annuity | — | — | — | $260K | 0.4% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 Variable annuity | — | — | — | $223K | 0.3% | |
| Participant loans Participant loans with interest rates of | — | — | — | $216K | 0.3% | |
| PGIM Total Return Bond R6 Mutual fund | — | — | — | $197K | 0.3% | |
| Nuveen LfCycle Ix 2010 R6 Mutual fund | — | — | — | $189K | 0.3% | |
| Vanguard Ttl Bd Mkt Idx Adm Mutual fund | — | — | — | $174K | 0.3% | |
| TIAA Access Nuv Lrg Cap Gr T4 Variable annuity | — | — | — | $140K | 0.2% | |
| TIAA Access Nuv LifCyc 2040 T4 Variable annuity | — | — | — | $108K | 0.2% | |
| PIMCO Real Return Inst Class Mutual fund | — | — | — | $86K | 0.1% | |
| Vanguard Ttl Intl Bnd Idx Adm Mutual fund | — | — | — | $82K | 0.1% | |
| TIAA Access Nuv Mid Cap Grw T4 Variable annuity | — | — | — | $77K | 0.1% | |
| Vanguard Federal Money Mkt Inv Mutual fund | — | — | — | $70K | 0.1% | |
| Nuveen LfCycle Ix 2060 R6 Mutual fund | — | — | — | $61K | <0.1% | |
| TIAA Access Nuv LifCyc 2050 T4 Variable annuity | — | — | — | $60K | <0.1% | |
| Nuveen LfCycle Ix 2065 R6 Mutual fund | — | — | — | $23K | <0.1% | |
| Plan Loan Default Fund Interest bearing cash | — | — | — | $21K | <0.1% | |
| TIAA Access Nuv Equity Idx T4 Variable annuity | — | — | — | $20K | <0.1% | |
| TIAA Access Nuv LfCy Rt Inc T4 Variable annuity | — | — | — | $18K | <0.1% | |
| TIAA Access Nuv LifCyc 2025 T4 Variable annuity | — | — | — | $14K | <0.1% | |
| TIAA Access Nuv Core Equity T4 Variable annuity | — | — | — | $13K | <0.1% | |
| TIAA Access Nuv LifCyc 2015 T4 Variable annuity | — | — | — | $10K | <0.1% | |
| TIAA Access Nuv LifCyc 2020 T4 Variable annuity | — | — | — | $5K | <0.1% |