How big is The Carroll School's plan?

The Carroll School's plan reported $34.9M in assets and 225 participants for 2024.

Original filing (PDF)20250910081007NAL0035211408001

The Carroll School

Name: The Carroll School — The Carroll School Retirement, Form 5500 (2024)
Creator: The Carroll School
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Carroll School Retirement Plan

403(b) retirement plan · The Carroll School's The Carroll School Retirement Plan held $34.9M in plan assets for 225 participants in 2024, with The Standard (StanCorp) as recordkeeper.

Signals · 1

11% employer stock

Active participants

225

Accounts w/ balance

358

Plan assets (EOY)

$34.9M

Net assets (EOY)

$34.9M

Plan identifiers

The Carroll School's EIN is 04-2145258.

EIN 04-2145258

Plan number 001

Plan year 2024

ACK ID 20250910081007NAL0035211408001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Carroll School's plan includes profit-sharing, 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 THE CARROLL SCHOOL.

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How this plan invests

This plan

1 pooled trust

Schedule D

69 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 (86th percentile).

Plan sponsor

Name

THE CARROLL SCHOOL

EIN

all filings

Address

25 BAKER BRIDGE ROAD · LINCOLN, MA · 01773

Phone

(781) 259-8342

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

2025-09-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	RECORDKEEPER	$32K	—
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$480	—

Investments

69 direct securities · 1 pooled fund· $35.0M(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

$14.7M

32 holdings

Other securities

$13.8M

28 holdings

Common Stocks

$3.9M

2 holdings

Common Collective Trusts

$2.2M

3 holdings

Real Estate

$108K

1 holding

Pooled Separate Account

$108K

1 holding

Cash / Money Market

$97K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

JPMorgan$7.7M Fidelity$7.2M Vanguard$4.2M Prudential / PGIM$2.7M TIAA / Nuveen$2.0M Principal$147K

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Auditor

LEONARD, MULHERIN & GREENE, P.C.

Trustee / custodian

—

Participant loans

$40K

1 holding

					% of plan
Reliance Trust Company JPMorgan U.S. Equity Mutual Fund	Common Stocks	—	—	$3.6M	10.4%
Prudential Total Return Bond Mutual Fund	Other securities	—	—	$2.7M	7.9%
MFS International Growth Mutual Fund	Mutual Funds	—	—	$2.7M	7.6%
Mainstay Winslow Large Cap Growth Mutual Fund	Other securities	—	—	$2.6M	7.4%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$2.1M	6.0%
Fidelity Investments * Fidelity Growth Company Mutual Fund	Mutual Funds	—	—	$2.0M	5.7%
Vanguard Value Index Mutual Fund	Mutual Funds	—	—	$1.7M	4.8%
Standard Stable Asset Insurance Invesment Account	Other securities	—	—	$1.5M	4.4%
Vanguard Balanced Index Mutual Fund	Mutual Funds	—	—	$1.3M	3.8%
Fidelity OTC Portfolio Mutual Fund	Mutual Funds	—	—	$1.2M	3.3%
Teachers Insurance and Annuity Association (TIAA) * Traditional Annuity - non benefit responsive Insurance Investment Account	Mutual Funds	—	—	$1.0M	3.0%
Federated Hermes MDT Mid Cap Growth Mutual Fund	Other securities	—	—	$1.0M	2.9%
Columbia Small Cap Value Mutual Fund	Other securities	—	—	$994K	2.8%
College Retirement Equities Fund (CREF) * Stock Variable Annuity Account	Mutual Funds	—	—	$840K	2.4%
Fidelity Contrafund Mutual Fund	Mutual Funds	—	—	$776K	2.2%
JPMorgan Smart Retirement 2035 Mutual Fund	Other securities	—	—	$740K	2.1%
MFS Mid Cap Value Mutual Fund	Mutual Funds	—	—	$687K	2.0%
JPMorgan Smart Retirement 2025 Mutual Fund	Other securities	—	—	$643K	1.8%
JPMorgan Smart Retirement 2030 Mutual Fund	Other securities	—	—	$599K	1.7%
JPMorgan Smart Retirement 2060 Mutual Fund	Other securities	—	—	$594K	1.7%
JPMorgan Smart Retirement 2045 Mutual Fund	Other securities	—	—	$462K	1.3%
Vanguard Mid Cap Index Mutual Fund	Mutual Funds	—	—	$454K	1.3%
Vanguard Small Cap Index Mutual Fund	Mutual Funds	—	—	$431K	1.2%
Fidelity Blue Chip Growth Mutual Fund	Mutual Funds	—	—	$386K	1.1%
DWS Trust Company * DWS Core Equity Mutual Fund	Common Stocks	—	—	$303K	0.9%
JPMorgan Smart Retirement 2050 Mutual Fund	Other securities	—	—	$285K	0.8%
JPMorgan Smart Retirement 2055 Mutual Fund	Other securities	—	—	$263K	0.8%
Social Choice Variable Annuity Account	Other securities	—	—	$262K	0.8%
Northern Global Sustainability Index Mutual Fund	Other securities	—	—	$159K	0.5%
Fidelity International Index Mutual Fund	Mutual Funds	—	—	$159K	0.5%
JPMorgan Smart Retirement 2020 Mutual Fund	Other securities	—	—	$157K	0.4%
MFS International New Discovery Mutual Fund	Mutual Funds	—	—	$150K	0.4%
Vanguard Total Bond Market Index Mutual Fund	Mutual Funds	—	—	$149K	0.4%
Principal Real Estate Securites Mutual Fund	Other securities	—	—	$147K	0.4%
JPMorgan Smart Retirement 2040 Mutual Fund	Other securities	—	—	$143K	0.4%
Vanguard Energy Index Mutual Fund	Mutual Funds	—	—	$142K	0.4%
Fidelity Puritan Mutual Fund	Mutual Funds	—	—	$116K	0.3%
Growth Variable Annuity Account	Other securities	—	—	$115K	0.3%
Fidelity Growth & Income Mutual Fund	Mutual Funds	—	—	$114K	0.3%
Inflation-Linked Bond Variable Annuity Account	Other securities	—	—	$110K	0.3%
Pooled Separate Account	Real Estate	—	—	$108K	0.3%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$108K	0.3%
Nuveen Inflation Linked Bond Mutual Fund	Mutual Funds	—	—	$90K	0.3%
JPMorgan Emerging Markets Equity Mutual Fund	Other securities	—	—	$89K	0.3%
Fidelity Freedom 2045 Mutual Fund	Mutual Funds	—	—	$74K	0.2%
Money Market Variable Annuity Account	Cash / Money Market	—	—	$72K	0.2%
JPMorgan Smart Retirement Income Mutual Fund	Other securities	—	—	$54K	0.2%
Fidelity Disciplined Equity Mutual Fund	Mutual Funds	—	—	$50K	0.1%
Fidelity Freedom 2035 Mutual Fund	Mutual Funds	—	—	$46K	0.1%
Participant Loans Participant loans Participants loans	Participant loans	—	—	$40K	0.1%

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