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Original filing (PDF)20250707121402NAL0008662306001
BRIMMER AND MAY SCHOOL
Form 5500
FILING_RECEIVED
BRIMMER AND MAY SCHOOL RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
107
Accounts w/ balance
213
Plan assets (EOY)
$25.6M
Net assets (EOY)
$25.6M
How this plan invests
This plan
1 pooled trust
Schedule D
54 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 BRIMMER AND MAY SCHOOL.
Plan sponsor
Name
BRIMMER AND MAY SCHOOL
EIN
04-2103935
Address
69 MIDDLESEX ROAD · CHESTNUT HILL, MA · 024671835
Phone
(617) 566-7462
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
2025-07-07
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
CARON AND BLETZER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $30K | — |
| FIRST NATIONAL CORPORATION | 04-2541452 | — | NONE | $27K | — |
| CARON & BLETZER, PLLC | 04-3499945 | — | NONE | $6K | — |
Investments
53 direct securities · 1 pooled fund· $25.6M(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
$25.2M
53 holdings
Pooled Separate Account
$346K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock Fund Variable annuity contract | — | — | — | $3.1M | 12.1% | |
| TIAA Traditional Annuity - (non benefit-responsive) Insurance contract | — | — | — | $2.6M | 10.2% | |
| TIAA-CREF Lifecycle 2030 Fund " | — | — | — | $2.2M | 8.7% | |
| TIAA-CREF Lifecycle 2025 Fund " | — | — | — | $2.1M | 8.2% | |
| TIAA-CREF Lifecycle 2045 Fund " | — | — | — | $1.4M | 5.6% | |
| TIAA-CREF Lifecycle 2040 Fund " | — | — | — | $1.2M | 4.7% | |
| CREF Growth Fund " | — | — | — | $1.1M | 4.4% | |
| TIAA-CREF Lifecycle 2035 Fund " | — | — | — | $1.0M | 4.1% | |
| Vanguard 500 Index Fund " | — | — | — | $969K | 3.8% | |
| CREF Global Equities Fund " | — | — | — | $937K | 3.7% | |
| T. Rowe Price All-Cap Opportunities Fund " | — | — | — | $885K | 3.5% | |
| CREF Equity Index Fund " | — | — | — | $690K | 2.7% | |
| TIAA Traditional Annuity - (fully benefit-response) Insurance contract | — | — | — | $567K | 2.2% | |
| TIAA-CREF Lifecycle 2015 Fund " ** 654 * TIAA-CREF Lifecycle 2020 Fund " | — | — | — | $552K | 2.2% | |
| TIAA Stable Value - (fully benefit-response) " | — | — | — | $551K | 2.2% | |
| Vanguard Small-Cap Index Fund " | — | — | — | $539K | 2.1% | |
| CREF Social Choice Fund " | — | — | — | $428K | 1.7% | |
| TIAA-CREF Lifecycle 2050 Fund " | — | — | — | $414K | 1.6% | |
| TIAA-CREF Lifecycle 2055 Fund " | — | — | — | $408K | 1.6% | |
| PIMCO Income Fund " | — | — | — | $360K | 1.4% | |
| CREF Money Market Fund " | — | — | — | $357K | 1.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $346K | 1.4% | |
| T. Rowe Price International Disciplined Equity Fund " | — | — | — | $312K | 1.2% | |
| Dodge & Cox Income Fund " | — | — | — | $303K | 1.2% | |
| Allspring Special MidCap Value Fund " | — | — | — | $213K | 0.8% | |
| Goldman Sachs Absolute Return Tracker Fund " | — | — | — | $210K | 0.8% | |
| DFA US Large Cap Value Fund " | — | — | — | $185K | 0.7% | |
| CREF Inflation-Linked Bond Fund " | — | — | — | $174K | 0.7% | |
| CREF Core Bond Fund " | — | — | — | $167K | 0.7% | |
| TIAA Access Lifecycle 2045 Fund " | — | — | — | $149K | 0.6% | |
| Cohen & Steers Realty Shares Fund " | — | — | — | $122K | 0.5% | |
| MassMutual Select Mid Cap Growth Fund " | — | — | — | $119K | 0.5% | |
| DFA International Small Company Fund " | — | — | — | $118K | 0.5% | |
| TIAA-CREF Lifecycle 2060 Fund " | — | — | — | $94K | 0.4% | |
| TIAA Access Lifecycle 2010 Fund " | — | — | — | $92K | 0.4% | |
| TIAA Access Small-Cap Equity Fund " | — | — | — | $90K | 0.4% | |
| TIAA Access International Equity Fund " | — | — | — | $86K | 0.3% | |
| TIAA Access Mid-Cap Value Fund " | — | — | — | $77K | 0.3% | |
| TIAA Access Large-Cap Value Fund " | — | — | — | $36K | 0.1% | |
| Participant loans (9.25% - 9.50%) - | — | — | — | $36K | 0.1% | |
| TIAA-CREF Lifecycle 2010 Fund Mutual fund | — | — | — | $35K | 0.1% | |
| TIAA Access Real Estate Securities Fund " | — | — | — | $32K | 0.1% | |
| TIAA Access Mid-Cap Growth Fund " | — | — | — | $11K | <0.1% | |
| TIAA Access Small-Cap Blend Index Fund " | — | — | — | $11K | <0.1% | |
| TIAA-CREF Lifecycle 2065 Fund " | — | — | — | $10K | <0.1% | |
| TIAA Access Social Choice Equity Fund " | — | — | — | $9K | <0.1% | |
| TIAA Access Lifecycle 2015 Fund " ** 411 * TIAA Access Lifecycle 2025 Fund " | — | — | — | $8K | <0.1% | |
| TIAA Access Core Bond Plus Fund " | — | — | — | $6K | <0.1% | |
| TIAA Access Lifecycle Retirement Income Fund " | — | — | — | $5K | <0.1% | |
| TIAA Access Large-Cap Growth Fund " | — | — | — | $4K | <0.1% | |
| TIAA Access Lifecycle 2050 Fund " | — | — | — | $3K | <0.1% | |
| TIAA Access Lifecycle 2040 Fund " | — | — | — | $2K | <0.1% | |
| TIAA Access Equity Index Fund " ** 285 * TIAA Access Growth & Income Fund " | — | — | — | $2K | <0.1% | |
| TIAA Access Lifecycle 2035 Fund " | — | — | — | $2K | <0.1% |
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