How big is Lawrence Academy's plan?

Lawrence Academy's plan reported $35.3M in assets and 126 participants for 2024.

Original filing (PDF)20250714091851NAL0000736627001

Lawrence Academy

Name: Lawrence Academy — Lawrence Academy Retirement Plan, Form 5500 (2024)
Creator: Lawrence Academy
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Lawrence Academy Retirement Plan

403(b) retirement plan · Lawrence Academy's Lawrence Academy Retirement Plan held $35.3M in plan assets for 126 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

126

Accounts w/ balance

322

Plan assets (EOY)

$35.3M

Net assets (EOY)

$35.3M

People on this filing

Robert Kramer signed Lawrence Academy's 2024 Form 5500 as plan administrator.

Robert Kramer — 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

Lawrence Academy's EIN is 04-2105775.

EIN 04-2105775

Plan number 001

Plan year 2024

ACK ID 20250714091851NAL0000736627001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lawrence Academy's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAWRENCE ACADEMY.

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How this plan invests

This plan

1 pooled trust

Schedule D

56 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

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

LAWRENCE ACADEMY

EIN

all filings

Address

26 POWDERHOUSE ROAD · PO BOX 992 · GROTON, MA · 014500992

Phone

(978) 448-1514

Industry

Educational Services

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 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADMIN PARTNERS, LLC	—	CHERRY HILL, NJ	CONTRACT ADMIN	$21K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
LARSON ALLEN LLP	—	PHILADELPHIA, PA	OTHER	$9K	—

Investments

56 direct securities · 1 pooled fund· $31.8M(90% 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

$27.7M

46 holdings

Common Collective Trusts

$2.3M

3 holdings

Other securities

$1.5M

6 holdings

Pooled Separate Account

$255K

1 holding

Bonds / Notes

$53K

1 holding

					% of plan
TIAA Traditional Nonbenefit Responsive Fixed Annuity Contracts	Mutual Funds	—	—	$4.8M	13.5%
CREF Stock R1 Variable Annuity	Mutual Funds	—	—	$4.2M	11.8%
American Funds 2045 Target Date R6 Mutual Fund	Mutual Funds	—	—	$2.6M	7.4%
American Funds 2030 Target Date R6 Mutual Fund	Mutual Funds	—	—	$2.5M	7.1%
CREF Growth R1 Variable Annuity	Mutual Funds	—	—	$2.2M	6.2%
American Funds 2050 Target Date R6 Mutual Fund	Mutual Funds	—	—	$1.4M	4.0%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$1.4M	3.9%
CREF Global Equities R1 Variable Annuity	Mutual Funds	—	—	$1.1M	3.1%
American Funds 2040 Target Date R6 Mutual Fund	Mutual Funds	—	—	$1.1M	3.0%
TIAA Traditional Benefit Responsive Fully Benefit-Responsive Investment Contract	Mutual Funds	—	—	$918K	2.6%
CREF Equity Index R1 Variable Annuity	Common Collective Trusts	—	—	$910K	2.6%
Vanguard Federal Money Market Inv Mutual Fund	Mutual Funds	—	—	$808K	2.3%
American Funds 2025 Target Date R6 Mutual Fund	Mutual Funds	—	—	$791K	2.2%
American Funds 2055 Target Date R6 Mutual Fund	Mutual Funds	—	—	$788K	2.2%
Prudential Guaranteed Income Fund Fully Benefit-Responsive Investment Contract	Other securities	—	—	$615K	1.7%
American Funds 2020 Target Date R6 Mutual Fund	Mutual Funds	—	—	$502K	1.4%
CREF Social Choice R1 Variable Annuity	Mutual Funds	—	—	$486K	1.4%
Fidelity International Index Mutual Fund	Mutual Funds	—	—	$426K	1.2%
AB Large Cap Growth Z Mutual Fund	Other securities	—	—	$416K	1.2%
American Funds 2010 Target Date R6 Mutual Fund	Mutual Funds	—	—	$348K	1.0%
PIMCO Income Instl Mutual Fund	Mutual Funds	—	—	$314K	0.9%
American Funds 2015 Target Date R6 Mutual Fund	Mutual Funds	—	—	$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	Mutual Funds	—	—	$250K	0.7%
TIAA Access Intl Equity T4 Variable Annuity	Mutual Funds	—	—	$199K	0.6%
JPMorgan Equity Income R6 Mutual Fund	Other securities	—	—	$192K	0.5%
Pioneer Classic Balance ESG Y Mutual Fund	Other securities	—	—	$184K	0.5%
DFA US Targeted Value I Mutual Fund	Mutual Funds	—	—	$163K	0.5%
Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$163K	0.5%
Fidelity US Bond Index Mutual Fund	Mutual Funds	—	—	$158K	0.4%
TIAA Access Nuv LifCyc 2015 T4 Variable Annuity	Mutual Funds	—	—	$151K	0.4%
CREF Bond Market R1 Variable Annuity	Mutual Funds	—	—	$144K	0.4%
TIAA Access Nuv Qt Sm Cp Eq T4 Variable Annuity	Mutual Funds	—	—	$142K	0.4%
Fidelity Small Cap Index Mutual Fund	Mutual Funds	—	—	$137K	0.4%
Fidelity Small Cap Growth K6 Mutual Fund	Mutual Funds	—	—	$113K	0.3%
CREF Money Market R1 Variable Annuity	Mutual Funds	—	—	$94K	0.3%
TIAA Access Nuv Core Equity T4 Variable Annuity	Mutual Funds	—	—	$74K	0.2%
MFS Intl Diversification R6 Mutual Fund	Mutual Funds	—	—	$74K	0.2%
TIAA Access Nuv Mid Cap Grw T4 Variable Annuity	Mutual Funds	—	—	$61K	0.2%
Participants Participant Loans Rates from 4.25% to 9.50%	Bonds / Notes	—	—	$53K	0.2%
CREF Inflation-Linked Bond R1 Variable Annuity	Mutual Funds	—	—	$53K	0.1%
TIAA Access Nuv LifCyc 2020 T4 Variable Annuity	Mutual Funds	—	—	$51K	0.1%
JHancock Bond R6 Mutual Fund	Other securities	—	—	$51K	0.1%
American Funds 2065 Target Date R6 Mutual Fund	Mutual Funds	—	—	$46K	0.1%
TIAA Access Nuv Mid Cap Val T4 Variable Annuity	Mutual Funds	—	—	$37K	0.1%
TIAA Access Nuv LifCyc 2030 T4 Variable Annuity	Mutual Funds	—	—	$25K	<0.1%
TIAA Access Nuv RIEstSecSel T4 Variable Annuity	Mutual Funds	—	—	$24K	<0.1%
TIAA Access Nuv LifCyc 2050 T4 Variable Annuity	Mutual Funds	—	—	$23K	<0.1%
TIAA Access Nuv LgCp Res Eq T4 Variable Annuity	Mutual Funds	—	—	$20K	<0.1%
TIAA Access Nuv LifCyc 2045 T4 Variable Annuity	Mutual Funds	—	—	$18K	<0.1%