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Original filing (PDF)20251015092139NAL0004170561001
THAYER ACADEMY
Form 5500
FILING_RECEIVED
THAYER ACADEMY 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
191
Accounts w/ balance
429
Plan assets (EOY)
$90.5M
Net assets (EOY)
$90.5M
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)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THAYER ACADEMY.
Plan sponsor
Name
THAYER ACADEMY
EIN
04-2105781
Address
745 WASHINGTON STREET · BRAINTREE, MA · 021845751
Phone
(781) 380-0503
Industry
Educational Servicessee all
Plan administrator
Name
THAYER ACADEMY
EIN
04-2105781
City
BRAINTREE, MA
Phone
(781) 380-0503
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $38K | — |
Investments
37 direct securities · 1 pooled fund· $86.4M(96% 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
$84.0M
37 holdings
Pooled Separate Account
$2.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock R2 Mutual Fund | — | — | — | $16.7M | 18.4% | |
| TIAA Traditional Non Benefit Responsive Fixed Annuity Contract | — | — | — | $12.5M | 13.8% | |
| TIAA-CREF Lfcyle Idx 2035-Inst Mutual Fund | — | — | — | $5.3M | 5.8% | |
| CREF Global Equities R2 Mutual Fund | — | — | — | $5.1M | 5.6% | |
| CREF Growth R2 Mutual Fund | — | — | — | $4.1M | 4.5% | |
| Vanguard 500 Idx Adm Mutual Fund | — | — | — | $3.8M | 4.2% | |
| TIAA-CREF Lfcyle Idx 2025-Inst Mutual Fund | — | — | — | $3.5M | 3.9% | |
| TIAA-CREF Lfcyle Idx 2030-Inst Mutual Fund | — | — | — | $3.2M | 3.6% | |
| TIAA-CREF Lfcyle Idx 2045-Inst Mutual Fund | — | — | — | $3.1M | 3.4% | |
| CREF Social Choice R2 Mutual Fund | — | — | — | $2.7M | 3.0% | |
| TIAA-CREF Lfcyle Idx 2050-Inst Mutual Fund | — | — | — | $2.5M | 2.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.4M | 2.6% | |
| TIAA Traditional Non Benefit Responsive 2 Fixed Annuity Contract | — | — | — | $2.1M | 2.3% | |
| CREF Equity Index R2 Mutual Fund | — | — | — | $1.8M | 2.0% | |
| TIAA-CREF Lfcyle Idx 2055-Inst Mutual Fund | — | — | — | $1.8M | 2.0% | |
| JPMorgan Large Cap Growth R6 Mutual Fund | — | — | — | $1.6M | 1.8% | |
| CREF Core Bond R2 Mutual Fund | — | — | — | $1.6M | 1.8% | |
| Vanguard Equity Income Adm Mutual Fund | — | — | — | $1.4M | 1.6% | |
| TIAA-CREF Lfcyle Idx 2020-Inst Mutual Fund | — | — | — | $1.4M | 1.6% | |
| TIAA Traditional Benefit Responsive Fixed Annuity Contract | — | — | — | $1.2M | 1.3% | |
| MFS Intl Diversification Cl R6 Mutual Fund | — | — | — | $1.1M | 1.2% | |
| Vanguard Mid-Cap Idx Adm Mutual Fund | — | — | — | $1.1M | 1.2% | |
| Vanguard Ttl Intl Stk Idx Adm Mutual Fund | — | — | — | $1.1M | 1.2% | |
| TIAA Stable Value Fixed Annuity Contract | — | — | — | $842K | 0.9% | |
| Schwab Small Cap Index Fund Mutual Fund | — | — | — | $808K | 0.9% | |
| TIAA-CREF Lfcyle Idx 2010-Inst Mutual Fund | — | — | — | $780K | 0.9% | |
| TIAA-CREF Lfcyle Idx 2060-Inst Mutual Fund | — | — | — | $608K | 0.7% | |
| CREF Inflation-Linked Bond R2 Mutual Fund | — | — | — | $520K | 0.6% | |
| CREF Money Market R2 Mutual Fund | — | — | — | $492K | 0.5% | |
| PIMCO Income Fd Institutional Mutual Fund | — | — | — | $367K | 0.4% | |
| Participants Participant Loans Interest Rates of 4.25% - 9.50% | — | — | — | $289K | 0.3% | |
| Vanguard Ttl Bd Mkt Idx Adm Mutual Fund | — | — | — | $279K | 0.3% | |
| TIAA-CREF Lfcyle Idx 2015-Inst Mutual Fund | — | — | — | $172K | 0.2% | |
| TIAA-CREF Money Market-Inst Mutual Fund | — | — | — | $75K | <0.1% | |
| JPMorgan Core Bond Fund R6 Mutual Fund | — | — | — | $58K | <0.1% | |
| TIAA-CREF Lfcyle Idx 2065-Inst Mutual Fund | — | — | — | $49K | <0.1% | |
| TIAA Traditional Benefit Responsive 2 Fixed Annuity Contract | — | — | — | $33K | <0.1% | |
| Calvert US Large Cap Core Respldx R6 Mutual Fund | — | — | — | $11K | <0.1% |
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