How big is The Fessenden School's plan?

The Fessenden School's plan reported $56.6M in assets and 334 participants for 2024.

Original filing (PDF)20260312103049NAL0006712560001

The Fessenden School

Name: The Fessenden School — The Fessenden School, Form 5500 (2024)
Creator: The Fessenden School
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Fessenden School Retirement Plan

403(b) retirement plan · The Fessenden School's The Fessenden School Retirement Plan held $56.6M in plan assets for 334 participants in 2024.

Active participants

334

Accounts w/ balance

429

Plan assets (EOY)

$56.6M

Net assets (EOY)

$56.6M

People on this filing

Michael Dylingowski signed The Fessenden School's 2024 Form 5500 as plan administrator.

Michael Dylingowski — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Fessenden School's EIN is 04-2103574.

EIN 04-2103574

Plan number 002

Plan year 2024

ACK ID 20260312103049NAL0006712560001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Fessenden School from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Fessenden School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE FESSENDEN SCHOOL.

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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

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

THE FESSENDEN SCHOOL

EIN

all filings

Address

250 WALTHAM STREET · WEST NEWTON, MA · 02465

Phone

(617) 964-5350

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-03-12

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

CITRIN COOPERMAN & COMPANY

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
USI CONSULTING GROUP	06-1053228	—	N/A	$14K	—

Investments

59 direct securities · 1 pooled fund· $56.2M(99% 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.

Mutual Funds

$48.2M

46 holdings

Other securities

$3.5M

8 holdings

Common Collective Trusts

$2.8M

2 holdings

Pooled Separate Account

$861K

1 holding

Common Stocks

$612K

1 holding

Bonds / Notes

$150K

1 holding

Cash / Money Market

$17K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

TIAA / Nuveen$27.0M Fidelity$21.4M Vanguard$653K Prudential / PGIM$612K Goldman Sachs$561K

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Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.

					% of plan
Fund * CREF Stock Variable Annuity Contract	Mutual Funds	—	—	$6.6M	11.7%
Fidelity Adv Freedom 2040 Mutual Fund	Mutual Funds	—	—	$4.3M	7.5%
TIAA Traditional Non Benefit Responsive Fixed Annuity Contract	Mutual Funds	—	—	$4.2M	7.4%
Fidelity Adv Freedom 2030 Mutual Fund	Mutual Funds	—	—	$3.8M	6.8%
Fidelity Adv Freedom 2050 Mutual Fund	Mutual Funds	—	—	$3.3M	5.7%
CREF Global Equities Variable Annuity Contract	Mutual Funds	—	—	$2.5M	4.4%
MFS Growth Fund R3 Mutual Fund	Mutual Funds	—	—	$2.4M	4.2%
Fidelity Adv Freedom 2020 Mutual Fund	Mutual Funds	—	—	$2.3M	4.1%
CREF Growth Variable Annuity Contract	Mutual Funds	—	—	$2.2M	3.9%
Fidelity Adv Freedom 2045 Mutual Fund	Mutual Funds	—	—	$1.8M	3.1%
Fidelity Adv Freedom 2025 Mutual Fund	Mutual Funds	—	—	$1.7M	3.0%
Fidelity Adv Freedom 2060 Mutual Fund	Mutual Funds	—	—	$1.6M	2.8%
TIAA Traditional Benefit Responsive Fixed Annuity Contract	Mutual Funds	—	—	$1.5M	2.6%
CREF Equity Index Variable Annuity Contract	Common Collective Trusts	—	—	$1.4M	2.5%
NUVEEN EQUITY INDEX R Mutual Fund	Common Collective Trusts	—	—	$1.4M	2.4%
Fidelity Adv Freedom 2035 Mutual Fund	Mutual Funds	—	—	$926K	1.6%
Fidelity Advisor Freedom Income Mutual Fund	Mutual Funds	—	—	$919K	1.6%
Fidelity Adv Freedom 2055 Mutual Fund	Mutual Funds	—	—	$897K	1.6%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$861K	1.5%
CREF Core Bond R1 Variable Annuity Contract	Mutual Funds	—	—	$838K	1.5%
NUVEEN LARGE CAP RESP EQ Mutual Fund	Mutual Funds	—	—	$777K	1.4%
Columbia Select Large Cap Mutual Fund	Other securities	—	—	$695K	1.2%
CREF Social Choice Variable Annuity Contract	Mutual Funds	—	—	$693K	1.2%
Prudential Guaranteed Income Fund Group Annuity Insurance Contract	Common Stocks	—	—	$612K	1.1%
Columbia Select Mid Cap Mutual Fund	Other securities	—	—	$582K	1.0%
Goldman Sachs Internal Equity Insights Mutual Fund	Other securities	—	—	$561K	1.0%
Pioneer Bond A Mutual Fund	Other securities	—	—	$559K	1.0%
CREF Money Market Variable Annuity Contract	Mutual Funds	—	—	$554K	1.0%
TIAA-CREF AB Small Cap Growth Mutual Fund	Mutual Funds	—	—	$484K	0.9%
TIAA Access Intl Equity T4 Variable Annuity Contract	Mutual Funds	—	—	$423K	0.7%
TIAA Access Large-Cap Gr T4 Variable Annuity Contract	Mutual Funds	—	—	$419K	0.7%
MFS MID CAP VALUE FD CL R3 Mutual Fund	Mutual Funds	—	—	$407K	0.7%
TIAA Access Large-Cap Value T4 Variable Annuity Contract	Mutual Funds	—	—	$394K	0.7%
Vanguard Funds Total International Stock Index Mutual Fund	Mutual Funds	—	—	$394K	0.7%
Macquarie Mid Cap Growth Fund Mutual Fund	Other securities	—	—	$392K	0.7%
Macquarie Small Cap Value Fund Mutual Fund	Other securities	—	—	$340K	0.6%
NUVEEN REAL ESTATE SEC Mutual Fund	Mutual Funds	—	—	$336K	0.6%
Vanguard Funds Total Bond Market Index Mutual Fund	Mutual Funds	—	—	$259K	0.5%
CREF Inflation-Linked Bond Variable Annuity Contract	Mutual Funds	—	—	$234K	0.4%
Pioneer Strat Income FD AA Mutual Fund	Other securities	—	—	$220K	0.4%
TIAA Access Mid-Cap Value T4 Variable Annuity Contract	Mutual Funds	—	—	$178K	0.3%
Pooled Loan Default Fund Fixed Annuity Contract	Other securities	—	—	$167K	0.3%
TIAA Access Lifecycle 2040 T4 Variable Annuity Contract	Mutual Funds	—	—	$152K	0.3%
Notes receivable from participant Interest rates at 4.25% - 9.50%, due at $-	Bonds / Notes	—	—	$150K	0.3%
TIAA Access Small-Cap Balance Index T4 Variable Annuity Contract	Mutual Funds	—	—	$117K	0.2%
TIAA Access Lifecycle 2035 T4 Variable Annuity Contract	Mutual Funds	—	—	$116K	0.2%
TIAA Access Small-Cap Equity T4 Variable Annuity Contract	Mutual Funds	—	—	$107K	0.2%
TIAA Access Lifecycle 2030 T4 Variable Annuity Contract	Mutual Funds	—	—	$102K	0.2%
TIAA Access Real Est Secs T4 Variable Annuity Contract	Mutual Funds	—	—	$99K	0.2%
TIAA Access Lifecycle 2045 T4 Variable Annuity Contract	Mutual Funds	—	—	$92K	0.2%

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