Back to filter
Original filing (PDF)20250414131702NAL0001763489001
TABOR ACADEMY
Form 5500
FILING_RECEIVED
TABOR ACADEMY DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Active participants
218
Accounts w/ balance
464
Plan assets (EOY)
$70.1M
Net assets (EOY)
$70.1M
How this plan invests
This plan
2 collective trusts
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)
95
/ 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
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (7 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TABOR ACADEMY.
Plan sponsor
Name
TABOR ACADEMY
EIN
04-2103632
Address
66 SPRING STREET · MARION, MA · 02738
Phone
(508) 748-2000
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TONNESON & COMPANY, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $52K | — |
| FIDELITY INVESTMENT | 04-2647786 | — | RECORDKEEPER | $240 | — |
| MUTUAL OF AMERICA LIFE INSURANCE CO | 13-1614399 | — | RECORDKEEPER | $67 | — |
Investments
2 pooled funds· $2.0M(3% 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 REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $1.7M | 2.4% |
| MUTUAL OF AMERICA MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | $393K | 0.6% |