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Original filing (PDF)20260318123737NAL0003098145001
INDIAN MOUNTAIN SCHOOL
Form 5500
FILING_RECEIVED
INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
122
Accounts w/ balance
207
Plan assets (EOY)
$15.1M
Net assets (EOY)
$15.1M
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)
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 (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDIAN MOUNTAIN SCHOOL.
Plan sponsor
Name
INDIAN MOUNTAIN SCHOOL
EIN
06-0646681
Address
211 INDIAN MOUNTAIN ROAD · LAKEVILLE, CT · 06039
Phone
(860) 435-0871
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-18
Pension benefit codes
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $19K | — |
Investments
39 direct securities · 1 pooled fund· $18.2M(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
$15.1M
39 holdings
Pooled Separate Account
$3.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock R1 Variable Annuity Contract | — | — | — | $3.1M | 20.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $3.1M | 20.7% | |
| TIAA Traditional Non Benefit Responsive Fixed Annuity Contract | — | — | — | $1.7M | 11.3% | |
| CREF Growth R1 Variable Annuity Contract | — | — | — | $1.3M | 8.5% | |
| CREF Global Equities R1 Variable Annuity Contract | — | — | — | $1.2M | 8.0% | |
| CREF Equity Index R1 Variable Annuity Contract | — | — | — | $951K | 6.3% | |
| Vanguard Target Ret 2025 Inv Registered Investment Co. | — | — | — | $651K | 4.3% | |
| Vanguard Target Ret 2045 Inv Registered Investment Co. | — | — | — | $579K | 3.8% | |
| Columbia Contrarian Core A Registered Investment Co. | — | — | — | $563K | 3.7% | |
| Nuveen Equity Index R Registered Investment Co. | — | — | — | $521K | 3.5% | |
| Vanguard Target Ret 2035 Inv Registered Investment Co. | — | — | — | $484K | 3.2% | |
| Vanguard Target Ret 2030 Inv Registered Investment Co. | — | — | — | $434K | 2.9% | |
| Vanguard Target Ret 2050 Inv Registered Investment Co. | — | — | — | $338K | 2.2% | |
| CREF Core Bond R1 Variable Annuity Contract | — | — | — | $337K | 2.2% | |
| TIAA Real Estate Pooled Separate Account | — | — | — | $334K | 2.2% | |
| Vanguard Target Ret 2055 Inv Registered Investment Co. | — | — | — | $333K | 2.2% | |
| TIAA Traditional Benefit Responsive Fixed Annuity Contract | — | — | — | $299K | 2.0% | |
| CREF Social Choice R1 Variable Annuity Contract | — | — | — | $294K | 1.9% | |
| Vanguard Target Ret 2040 Inv Registered Investment Co. | — | — | — | $251K | 1.7% | |
| Nuveen Large Cap Growth R Registered Investment Co. | — | — | — | $175K | 1.2% | |
| Nuveen Real Estate Sec Sel R Registered Investment Co. | — | — | — | $154K | 1.0% | |
| Nuveen Large Cap Resp Equity Registered Investment Co. | — | — | — | $153K | 1.0% | |
| Victory Pioneer Int'L Equity A Registered Investment Co. | — | — | — | $148K | 1.0% | |
| CREF Inflation-Linked Bond R1 Variable Annuity Contract | — | — | — | $125K | 0.8% | |
| Empower Guaranteed Inc Fund Guaranteed Account | — | — | — | $121K | 0.8% | |
| CREF Money Market R1 Variable Annuity Contract | — | — | — | $116K | 0.8% | |
| Nuveen Core Bond R Registered Investment Co. | — | — | — | $109K | 0.7% | |
| Participant Loans Interest Rate of 4.25% to 9.50% | — | — | — | $61K | 0.4% | |
| Vanguard Target Ret 2060 Inv Registered Investment Co. | — | — | — | $46K | 0.3% | |
| Vanguard Target Retire Inc Inv Registered Investment Co. | — | — | — | $38K | 0.2% | |
| Vanguard Total IntlStk IndxAdm Registered Investment Co. | — | — | — | $31K | 0.2% | |
| Victory Trivalent IntlSmCapA Registered Investment Co. | — | — | — | $29K | 0.2% | |
| Fidelity Advisor StrategicIncA Registered Investment Co. | — | — | — | $28K | 0.2% | |
| Invesco Comstock A Registered Investment Co. | — | — | — | $18K | 0.1% | |
| JPMorgan Mid Cap Growth A Registered Investment Co. | — | — | — | $15K | <0.1% | |
| Vanguard Total Bd Mkt IndexAdm Registered Investment Co. | — | — | — | $14K | <0.1% | |
| Vanguard Target Ret 2065 Inv Registered Investment Co. | — | — | — | $12K | <0.1% | |
| AB Small Cap Growth A Registered Investment Co. | — | — | — | $9K | <0.1% | |
| Victory Sycamore Small Co OppA Registered Investment Co. | — | — | — | $2K | <0.1% | |
| Vanguard Target Ret 2070 Inv Registered Investment Co. | — | — | — | $1K | <0.1% |
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