Back to filter
Original filing (PDF)20250602124611NAL0026681154001
THE NEWMAN SCHOOL
Form 5500-SF
FILING_RECEIVED
THE NEWMAN SCHOOL 403(B) DC PLAN
403(b) retirement plan
Active participants
64
Accounts w/ balance
102
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE NEWMAN SCHOOL.
Plan sponsor
Name
THE NEWMAN SCHOOL
EIN
04-2104773
Address
247 MARLBOROUGH STREET · BOSTON, MA · 02116
Phone
(617) 267-4530
Industry
Educational Servicessee all
Plan administrator
Name
THE NEWMAN SCHOOL
EIN
04-2104773
City
BOSTON, MA
Phone
(617) 267-4530
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-02
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Educational Services plans
CHRISTIAN ACADEMY OF KNOXVILLE
CHRISTIAN ACADEMY OF KNOXVILLE RETIREMENT SAVINGS PLAN
$5.4M · 207 participants
GREAT BASIN EDUCATIONAL SERVICE CO
GREAT BASIN EDUCATIONAL SERVICE CORPORATION PROFIT SHARING PLAN
$5.4M · 32 participants
RE-EDUCATION SERVICES
RE-EDUCATION SERVICES 401K PROFIT SHARING PLAN
$5.4M · 36 participants
RIO GRANDE SCHOOL
RIO GRANDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
$5.4M · 58 participants
NEW JERSEY COUNCIL OF COUNTY COLLEGES
NEW JERSEY COUNCIL OF COUNTY COLLEGES
$5.3M · 23 participants
PARK CENTURY SCHOOL
PARK CENTURY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
$5.3M · 51 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B