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Original filing (PDF)20251006144508NAL0006695008001
MILTON ACADEMY
Form 5500
FILING_RECEIVED
MILTON ACADEMY RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
402
Accounts w/ balance
1,074
Plan assets (EOY)
$155.8M
Net assets (EOY)
$155.8M
How this plan invests
This plan
1 pooled trust
Schedule D
39 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILTON ACADEMY.
Plan sponsor
Name
MILTON ACADEMY
EIN
04-2103603
Address
170 CENTRE STREET · MILTON, MA · 021863338
Phone
(617) 898-2287
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
2025-10-06
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
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $110K | — |
| FIDUCIENT ADVISORS, LLC | 36-4001764 | — | NONE | $17K | — |
| CARON & BLETZER, PLLC | 04-3499945 | — | NONE | $11K | — |
Investments
37 direct securities · 1 pooled fund· $147.5M(95% 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
$143.2M
37 holdings
Pooled Separate Account
$4.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity - (NON-FBRIC) Insurance contract | — | — | — | $23.5M | 15.1% | |
| CREF Stock Fund R2 Variable annuity contract | — | — | — | $20.7M | 13.3% | |
| Vanguard Institutional Index Fund " | — | — | — | $9.8M | 6.3% | |
| T. Rowe Price Retirement 2035 Fund " | — | — | — | $8.9M | 5.7% | |
| T. Rowe Price Retirement 2040 Fund " | — | — | — | $8.6M | 5.5% | |
| T. Rowe Price Retirement 2030 Fund " | — | — | — | $6.5M | 4.2% | |
| T. Rowe Price Retirement 2045 Fund " | — | — | — | $6.0M | 3.9% | |
| Vanguard Extended Market Index Fund " | — | — | — | $5.3M | 3.4% | |
| CREF Growth Fund R2 " | — | — | — | $5.0M | 3.2% | |
| T. Rowe Price Retirement 2050 Fund " | — | — | — | $4.6M | 3.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $4.2M | 2.7% | |
| T. Rowe Price Equity Income Fund " | — | — | — | $3.8M | 2.4% | |
| TIAA Traditional Annuity 2 - (NON-FBRIC) " | — | — | — | $3.8M | 2.4% | |
| CREF Social Choice Fund R2 " | — | — | — | $3.8M | 2.4% | |
| T. Rowe Price Retirement 2020 Fund " | — | — | — | $3.6M | 2.3% | |
| T. Rowe Price Retirement 2055 Fund " | — | — | — | $3.2M | 2.1% | |
| T. Rowe Price Retirement 2025 Fund " | — | — | — | $2.9M | 1.9% | |
| Vanguard Total Bond Market Index Fund " | — | — | — | $2.8M | 1.8% | |
| CREF Global Equities Fund R2 " | — | — | — | $2.8M | 1.8% | |
| CREF Equity Index Fund R2 " | — | — | — | $2.2M | 1.4% | |
| T. Rowe Price Retirement 2015 Fund " | — | — | — | $2.1M | 1.3% | |
| American Europacific Growth Fund Mutual fund | — | — | — | $1.6M | 1.0% | |
| Invesco Developing Markets Fund " | — | — | — | $1.4M | 0.9% | |
| CREF Stock Fund R4 " | — | — | — | $1.4M | 0.9% | |
| CREF Social Choice Fund R4 " | — | — | — | $1.3M | 0.8% | |
| T. Rowe Price Retirement 2010 Fund " | — | — | — | $1.2M | 0.8% | |
| Eaton Vance Atlanta Capital SMID-Cap Fund " | — | — | — | $1.2M | 0.8% | |
| T. Rowe Price Retirement 2060 Fund " | — | — | — | $1.0M | 0.6% | |
| Vanguard Inflation Protected Security Fund " | — | — | — | $947K | 0.6% | |
| Vanguard Federal Money Market Investment Fund " | — | — | — | $760K | 0.5% | |
| PGIM Total Return Bond Fund " | — | — | — | $623K | 0.4% | |
| NYLI Winslow Large Cap Growth Fund " | — | — | — | $432K | 0.3% | |
| CREF Core Bond Fund R2 " | — | — | — | $389K | 0.2% | |
| CREF Inflation-Linked Bond Fund R2 " | — | — | — | $354K | 0.2% | |
| Janus Henderson Developed World Bond Fund " | — | — | — | $352K | 0.2% | |
| CREF Money Market Fund R2 " | — | — | — | $189K | 0.1% | |
| T. Rowe Price Retirement 2005 Fund " | — | — | — | $140K | <0.1% | |
| T. Rowe Price Retirement 2065 Fund " | — | — | — | $91K | <0.1% |
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