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Original filing (PDF)20250603124124NAL0010209537001
GROTON SCHOOL
Form 5500
FILING_RECEIVED
GROTON SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
240
Accounts w/ balance
444
Plan assets (EOY)
$87.1M
Net assets (EOY)
$87.1M
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 GROTON SCHOOL.
Plan sponsor
Name
GROTON SCHOOL
EIN
04-2104265
Address
282 FARMERS ROW · PO BOX 991 · GROTON, MA · 01450
Phone
(978) 448-7561
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
2025-06-03
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
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 | $60K | — |
| FIDUCIENT ADVISORS, LLC | 36-4001764 | — | NONE | $31K | — |
| CARON & BLETZER, PLLC | 04-3499945 | — | NONE | $14K | — |
Investments
38 direct securities · 1 pooled fund· $83.0M(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
$80.9M
38 holdings
Pooled Separate Account
$2.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock Variable annuity contract | — | — | — | $12.6M | 14.5% | |
| TIAA Traditional Non Benefit Responsive Account Insurance contract | — | — | — | $8.1M | 9.2% | |
| Vanguard 500 Index Fund " | — | — | — | $7.0M | 8.0% | |
| American Funds 2025 Target Retirement Fund " | — | — | — | $4.5M | 5.2% | |
| American Funds 2030 Target Retirement Fund " | — | — | — | $4.3M | 4.9% | |
| CREF Equity Index " | — | — | — | $4.1M | 4.7% | |
| CREF Growth " | — | — | — | $3.5M | 4.0% | |
| JPMorgan Large Cap Growth Fund " | — | — | — | $3.2M | 3.7% | |
| American Funds 2035 Target Retirement Fund " | — | — | — | $2.6M | 3.0% | |
| TIAA Traditional Non Benefit Responsive Account 2 " | — | — | — | $2.5M | 2.9% | |
| American Funds 2045 Target Retirement Fund " | — | — | — | $2.5M | 2.8% | |
| Vanguard Extended Market Index Fund " | — | — | — | $2.4M | 2.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.1M | 2.4% | |
| Vanguard Total International Stock Index Fund " | — | — | — | $1.9M | 2.2% | |
| BlackRock Total Return Fund " | — | — | — | $1.8M | 2.1% | |
| American EuroPacific Growth Fund " | — | — | — | $1.8M | 2.1% | |
| Vanguard Total Bond Market Index Fund " | — | — | — | $1.6M | 1.8% | |
| Diamond Hill Small-Mid Cap Fund " | — | — | — | $1.4M | 1.6% | |
| American Funds 2040 Target Retirement Fund " | — | — | — | $1.4M | 1.6% | |
| CREF Global Equities " | — | — | — | $1.4M | 1.6% | |
| Vanguard Federal Money Market Fund " | — | — | — | $1.3M | 1.5% | |
| American Funds 2050 Target Retirement Fund " | — | — | — | $1.3M | 1.4% | |
| MFS Value Fund " | — | — | — | $1.2M | 1.4% | |
| CREF Social Choice " | — | — | — | $1.2M | 1.4% | |
| CREF Money Market " | — | — | — | $1.1M | 1.3% | |
| American Funds 2055 Target Retirement Fund " | — | — | — | $1.1M | 1.3% | |
| ClearBridge Mid Cap Fund " | — | — | — | $1.0M | 1.2% | |
| Nuveen Large Cap Responsible Equity Fund " | — | — | — | $1.0M | 1.2% | |
| CREF Inflation-Linked Bond " | — | — | — | $615K | 0.7% | |
| American Funds 2020 Target Retirement Fund " | — | — | — | $597K | 0.7% | |
| CREF Core Bond " | — | — | — | $576K | 0.7% | |
| American Funds 2010 Target Retirement Fund " | — | — | — | $541K | 0.6% | |
| Nuveen Large Cap Value Index Fund " | — | — | — | $269K | 0.3% | |
| American Funds 2060 Target Retirement Fund " | — | — | — | $162K | 0.2% | |
| Nuveen Large Cap Growth Index Fund Mutual fund | — | — | — | $80K | <0.1% | |
| American Funds 2015 Target Retirement Fund " | — | — | — | $71K | <0.1% | |
| BlackRock High Yield Bond Fund " | — | — | — | $71K | <0.1% | |
| Conestoga Smid Cap Fund " | — | — | — | $50K | <0.1% | |
| American Funds 2065 Target Retirement Fund " | — | — | — | $27K | <0.1% |
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