Back to filter
Original filing (PDF)20250130134608NAL0000646931001
KENT SCHOOL CORPORATION
Form 5500
FILING_RECEIVED
KENT SCHOOL DC RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
272
Accounts w/ balance
614
Plan assets (EOY)
$70.3M
Net assets (EOY)
$70.3M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
88
/ 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
75
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KENT SCHOOL CORPORATION.
Plan sponsor
Name
KENT SCHOOL CORPORATION
DBA
COEDUCATION COLLEGE PREPARATORY SCHOOL
EIN
06-0646687
Address
ONE MACEDONIA ROAD · KENT, CT · 06757
Phone
(860) 927-6046
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-01-30
Pension benefit codes
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
MEYERS BROTHERS KALICKA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-TEACHERS INS & ASSOC OF AMERIC | 13-1624203 | — | NONE | $106K | — |
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | NONE | $45K | — |
| MEYERS BROTHERS KALICKA P.C. | 04-2713795 | — | NONE | $12K | — |
| THE ANGELL PENSION GROUP, INC. | 04-2530412 | — | NONE | $6K | — |
Investments
1 pooled fund· $1.8M(3% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $1.8M | 2.6% |