Back to filter
Original filing (PDF)20250408133759NAL0029823328001
ST. MARK'S SCHOOL OF SOUTHBOROUGH, INC.
Form 5500
FILING_RECEIVED
ST. MARK'S SCHOOL RETIREMENT SAVINGS PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
168
Accounts w/ balance
407
Plan assets (EOY)
$51.7M
Net assets (EOY)
$51.7M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (5 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ST. MARK'S SCHOOL OF SOUTHBOROUGH, INC..
Plan sponsor
Name
ST. MARK'S SCHOOL OF SOUTHBOROUGH, INC.
EIN
04-2103623
Address
25 MARLBOROUGH ROAD · P. 0. BOX 9105 · SOUTHBOROUGH, MA · 017729105
Phone
(508) 786-6000
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-08
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
TONNESON & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $27K | — |
| FIDELITY INVESTMENTS | 04-2647786 | — | N/A | $48 | — |
Investments
1 pooled fund· $606K(1% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TIAA-CREF REAL ESTATE · EIN 13-1624203 / PN 004 | Pooled Separate Account | $606K | 1.2% |