How big is Meadowbrook School of Weston's plan?

Meadowbrook School of Weston's plan reported $27.6M in assets and 94 participants for 2024.

Original filing (PDF)20250520142403NAL0001278321001

Meadowbrook School of Weston

Name: Meadowbrook School of Weston — Meadowbrook School DC, Form 5500 (2024)
Creator: Meadowbrook School of Weston
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Meadowbrook School DC Retirement Plan

403(b) retirement plan · Meadowbrook School of Weston's Meadowbrook School DC Retirement Plan held $27.6M in plan assets for 94 participants in 2024.

Signals · 1

Late participant contributions

Active participants

Accounts w/ balance

213

Plan assets (EOY)

$27.6M

Net assets (EOY)

$27.6M

People on this filing

Jane Segale signed Meadowbrook School of Weston's 2024 Form 5500 as plan administrator.

Jane Segale — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Meadowbrook School of Weston's EIN is 04-2104720.

EIN 04-2104720

Plan number 111

Plan year 2024

ACK ID 20250520142403NAL0001278321001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Meadowbrook School of Weston from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Meadowbrook School of Weston's plan includes a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MEADOWBROOK SCHOOL OF WESTON.

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How this plan invests

This plan

1 pooled trust

Schedule D

58 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 1K (0% of contributions).

Helping the score

Below-peer total plan cost (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

MEADOWBROOK SCHOOL OF WESTON

EIN

all filings

Address

10 FARM RD · WESTON, MA · 024932479

Phone

(781) 894-1193

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

111

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-20

Pension benefit codes

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

CLIFTONLARSENALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
CLIFTONLARSONALLEN, LLC	41-0746749	—	PLAN AUDITOR	$5K	—

Investments

58 direct securities · 1 pooled fund· $27.6M(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.

Mutual Funds

$22.7M

54 holdings

Common Collective Trusts

$4.2M

4 holdings

Pooled Separate Account

$757K

1 holding

					% of plan
TIAA Traditional Non Benefit Responsive Fixed Annuity Contract	Mutual Funds	—	—	$4.2M	15.3%
CREF Stock R1 Variable Annuity	Mutual Funds	—	—	$4.1M	14.7%
Nuveen Equity Index R6 Mutual Fund	Common Collective Trusts	—	—	$2.7M	9.8%
CREF Growth R1 Variable Annuity	Mutual Funds	—	—	$1.8M	6.6%
CREF Global Equities R1 Variable Annuity	Mutual Funds	—	—	$1.4M	5.0%
Nuveen Lifecycle Index 2030 R6 Mutual Fund	Mutual Funds	—	—	$1.2M	4.3%
Nuveen Large Cap Growth Index R6 Mutual Fund	Mutual Funds	—	—	$1.1M	4.1%
CREF Social Choice R1 Variable Annuity	Mutual Funds	—	—	$870K	3.1%
CREF Equity Index R1 Variable Annuity	Common Collective Trusts	—	—	$847K	3.1%
CREF Money Market R1 Variable Annuity	Mutual Funds	—	—	$779K	2.8%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$757K	2.7%
Nuveen Lifecycle Index 2040 R6 Mutual Fund	Mutual Funds	—	—	$733K	2.7%
Nuveen International Equity Index R6 Mutual Fund	Common Collective Trusts	—	—	$672K	2.4%
CREF Core Bond R1 Variable Annuity	Mutual Funds	—	—	$580K	2.1%
Nuveen Large Cap Growth R6 Mutual Fund	Mutual Funds	—	—	$525K	1.9%
Nuveen Lifecycle Index 2050 R6 Mutual Fund	Mutual Funds	—	—	$374K	1.4%
TIAA Access Nuveen Lifecycle 2050 T4 Variable Annuity	Mutual Funds	—	—	$364K	1.3%
Nuveen Large Cap Responsible Equity R6 Mutual Fund	Mutual Funds	—	—	$357K	1.3%
TIAA Access Nuveen Lifecycle 2040 T4 Variable Annuity	Mutual Funds	—	—	$351K	1.3%
Nuveen Large Cap Value Index R6 Mutual Fund	Mutual Funds	—	—	$263K	1.0%
Nuveen Lifecycle Index 2045 R6 Mutual Fund	Mutual Funds	—	—	$252K	0.9%
TIAA Access Nuveen Lifecycle 2045 T4 Variable Annuity	Mutual Funds	—	—	$246K	0.9%
Nuveen Core Equity R6 Mutual Fund	Mutual Funds	—	—	$226K	0.8%
Nuveen Lifecycle Index 2055 R6 Mutual Fund	Mutual Funds	—	—	$213K	0.8%
Nuveen Core Plus Bond R6 Mutual Fund	Mutual Funds	—	—	$203K	0.7%
Nuveen Small Cap Blend Index R6 Mutual Fund	Mutual Funds	—	—	$199K	0.7%
Nuveen Bond Index R6 Mutual Fund	Mutual Funds	—	—	$174K	0.6%
TIAA Access Nuveen Lifecycle 2060 T4 Variable Annuity	Mutual Funds	—	—	$156K	0.6%
TIAA Access Nuveen Quant Small Cap Equity T4 Variable Annuity	Mutual Funds	—	—	$151K	0.5%
Nuveen Real Estate Securities Class R6 Mutual Fund	Mutual Funds	—	—	$138K	0.5%
Nuveen Mid Cap Value R6 Mutual Fund	Mutual Funds	—	—	$134K	0.5%
Nuveen Inflation Linked Bond R6 Mutual Fund	Mutual Funds	—	—	$133K	0.5%
Nuveen Quant Small Cap Equity R6 Mutual Fund	Mutual Funds	—	—	$132K	0.5%
TIAA Access Nuveen Lifecycle 2035 T4 Variable Annuity	Mutual Funds	—	—	$127K	0.5%
TIAA Access Nuveen Large Cap Value T4 Variable Annuity	Mutual Funds	—	—	$126K	0.5%
TIAA Access Nuveen Mid Cap Value T4 Variable Annuity	Mutual Funds	—	—	$113K	0.4%
Nuveen Lifecycle Index 2060 R6 Mutual Fund	Mutual Funds	—	—	$105K	0.4%
TIAA Access Nuveen International Equity T4 Variable Annuity	Mutual Funds	—	—	$103K	0.4%
Nuveen Mid Cap Growth R6 Mutual Fund	Mutual Funds	—	—	$102K	0.4%
CREF Inflation-Linked Bond R1 Variable Annuity	Mutual Funds	—	—	$100K	0.4%
TIAA Access Nuveen Real Estate Securities Select T4 Variable Annuity	Mutual Funds	—	—	$85K	0.3%
TIAA Access Nuveen Lifecycle 2030 T4 Variable Annuity	Mutual Funds	—	—	$71K	0.3%
TIAA Access Nuveen Large Cap Growth T4 Variable Annuity	Mutual Funds	—	—	$51K	0.2%
TIAA Access Nuveen Quant Mid Cap Growth T4 Variable Annuity	Mutual Funds	—	—	$48K	0.2%
TIAA Access Nuveen Small Cap Blend Index T4 Variable Annuity	Mutual Funds	—	—	$45K	0.2%
Nuveen Lifecycle Index 2025 R6 Mutual Fund	Mutual Funds	—	—	$42K	0.2%
TIAA Access Nuveen Lifecycle 2055 T4 Variable Annuity	Mutual Funds	—	—	$38K	0.1%
TIAA Access Nuveen Lifecycle 2025 T4 Variable Annuity	Mutual Funds	—	—	$37K	0.1%
Nuveen Lifecycle Index 2035 R6 Mutual Fund	Mutual Funds	—	—	$29K	0.1%
TIAA Access Nuveen Lifecycle 2020 T4 Variable Annuity	Mutual Funds	—	—	$21K	<0.1%