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Original filing (PDF)20250714091851NAL0000736627001
LAWRENCE ACADEMY
Form 5500
FILING_RECEIVED
LAWRENCE ACADEMY RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
126
Accounts w/ balance
322
Plan assets (EOY)
$35.3M
Net assets (EOY)
$35.3M
How this plan invests
This plan
1 pooled trust
Schedule D
60 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.
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAWRENCE ACADEMY.
Plan sponsor
Name
LAWRENCE ACADEMY
EIN
04-2105775
Address
26 POWDERHOUSE ROAD · PO BOX 992 · GROTON, MA · 014500992
Phone
(978) 448-1514
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
2025-07-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADMIN PARTNERS, LLC | — | CHERRY HILL, NJ | CONTRACT ADMIN | $21K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LARSON ALLEN LLP | — | PHILADELPHIA, PA | OTHER | $9K | — |
Investments
58 direct securities · 1 pooled fund· $35.3M(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
$35.0M
58 holdings
Pooled Separate Account
$255K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Nonbenefit Responsive Fixed Annuity Contracts | — | — | — | $4.8M | 13.5% | |
| CREF Stock R1 Variable Annuity | — | — | — | $4.2M | 11.8% | |
| Similar Party Par, or Maturity Value Cost** Value American Funds 2035 Target Date R6 Mutual Fund | — | — | — | $3.4M | 9.6% | |
| American Funds 2045 Target Date R6 Mutual Fund | — | — | — | $2.6M | 7.4% | |
| American Funds 2030 Target Date R6 Mutual Fund | — | — | — | $2.5M | 7.1% | |
| CREF Growth R1 Variable Annuity | — | — | — | $2.2M | 6.2% | |
| American Funds 2050 Target Date R6 Mutual Fund | — | — | — | $1.4M | 4.0% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $1.4M | 3.9% | |
| CREF Global Equities R1 Variable Annuity | — | — | — | $1.1M | 3.1% | |
| American Funds 2040 Target Date R6 Mutual Fund | — | — | — | $1.1M | 3.0% | |
| TIAA Traditional Benefit Responsive Fully Benefit-Responsive Investment Contract | — | — | — | $918K | 2.6% | |
| CREF Equity Index R1 Variable Annuity | — | — | — | $910K | 2.6% | |
| Vanguard Federal Money Market Inv Mutual Fund | — | — | — | $808K | 2.3% | |
| American Funds 2025 Target Date R6 Mutual Fund | — | — | — | $791K | 2.2% | |
| American Funds 2055 Target Date R6 Mutual Fund | — | — | — | $788K | 2.2% | |
| Prudential Guaranteed Income Fund Fully Benefit-Responsive Investment Contract | — | — | — | $615K | 1.7% | |
| American Funds 2020 Target Date R6 Mutual Fund | — | — | — | $502K | 1.4% | |
| CREF Social Choice R1 Variable Annuity | — | — | — | $486K | 1.4% | |
| Fidelity International Index Mutual Fund | — | — | — | $426K | 1.2% | |
| AB Large Cap Growth Z Mutual Fund | — | — | — | $416K | 1.2% | |
| American Funds 2010 Target Date R6 Mutual Fund | — | — | — | $348K | 1.0% | |
| PIMCO Income Instl Mutual Fund | — | — | — | $314K | 0.9% | |
| American Funds 2015 Target Date R6 Mutual Fund | — | — | — | $311K | 0.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $255K | 0.7% | |
| American Funds 2060 Target Date R6 Mutual Fund | — | — | — | $250K | 0.7% | |
| TIAA Access Intl Equity T4 Variable Annuity | — | — | — | $199K | 0.6% | |
| JPMorgan Equity Income R6 Mutual Fund | — | — | — | $192K | 0.5% | |
| Pioneer Classic Balance ESG Y Mutual Fund | — | — | — | $184K | 0.5% | |
| DFA US Targeted Value I Mutual Fund | — | — | — | $163K | 0.5% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $163K | 0.5% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $158K | 0.4% | |
| TIAA Access Nuv LifCyc 2015 T4 Variable Annuity | — | — | — | $151K | 0.4% | |
| CREF Bond Market R1 Variable Annuity | — | — | — | $144K | 0.4% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 Variable Annuity | — | — | — | $142K | 0.4% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $137K | 0.4% | |
| Fidelity Small Cap Growth K6 Mutual Fund | — | — | — | $113K | 0.3% | |
| CREF Money Market R1 Variable Annuity | — | — | — | $94K | 0.3% | |
| Similar Party Par, or Maturity Value Cost** Value * TIAA Access Nuv Lrg Cap Val T4 Variable Annuity | — | — | — | $89K | 0.3% | |
| TIAA Access Nuv Core Equity T4 Variable Annuity | — | — | — | $74K | 0.2% | |
| MFS Intl Diversification R6 Mutual Fund | — | — | — | $74K | 0.2% | |
| TIAA Access Nuv Mid Cap Grw T4 Variable Annuity | — | — | — | $61K | 0.2% | |
| Participants Participant Loans Rates from 4.25% to 9.50% | — | — | — | $53K | 0.2% | |
| CREF Inflation-Linked Bond R1 Variable Annuity | — | — | — | $53K | 0.1% | |
| TIAA Access Nuv LifCyc 2020 T4 Variable Annuity | — | — | — | $51K | 0.1% | |
| JHancock Bond R6 Mutual Fund | — | — | — | $51K | 0.1% | |
| American Funds 2065 Target Date R6 Mutual Fund | — | — | — | $46K | 0.1% | |
| TIAA Access Nuv Mid Cap Val T4 Variable Annuity | — | — | — | $37K | 0.1% | |
| TIAA Access Nuv LifCyc 2030 T4 Variable Annuity | — | — | — | $25K | <0.1% | |
| TIAA Access Nuv RIEstSecSel T4 Variable Annuity | — | — | — | $24K | <0.1% | |
| TIAA Access Nuv LifCyc 2050 T4 Variable Annuity | — | — | — | $23K | <0.1% | |
| TIAA Access Nuv LgCp Res Eq T4 Variable Annuity | — | — | — | $20K | <0.1% | |
| TIAA Access Nuv LifCyc 2045 T4 Variable Annuity | — | — | — | $18K | <0.1% | |
| Cohen & Steers Real Estate Securities Z Mutual Fund | — | — | — | $16K | <0.1% | |
| TIAA Access Nuv Equity Idx T4 Variable Annuity | — | — | — | $9K | <0.1% | |
| TIAA Access Nuv LifCyc 2040 T4 Variable Annuity | — | — | — | $7K | <0.1% | |
| TIAA Access Nuv Lrg Cap Gr T4 Variable Annuity | — | — | — | $2K | <0.1% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 Variable Annuity | — | — | — | $2K | <0.1% | |
| TIAA Access Nuv Core Bond T4 Variable Annuity | — | — | — | $2K | <0.1% | |
| TIAA Access Nuv Core Pl Bd T4 Variable Annuity | — | — | — | $1K | <0.1% |
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