Back to filter
Original filing (PDF)20251001180137NAL0018120243001
RENBROOK SCHOOL, INC.
Form 5500
FILING_RECEIVED
RENBROOK SCHOOL 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 1
27% in single holding
Active participants
95
Accounts w/ balance
232
Plan assets (EOY)
$29.1M
Net assets (EOY)
$29.1M
How this plan invests
This plan
1 pooled trust
Schedule D
48 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "TIAA Traditional Nonbenefit-Responsive Fixed Annuity Contracts" is 27% of plan.
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RENBROOK SCHOOL, INC..
Plan sponsor
Name
RENBROOK SCHOOL, INC.
EIN
06-0646702
Address
2865 ALBANY AVENUE · WEST HARTFORD, CT · 06117
Phone
(860) 236-1661
Industry
Educational Servicessee all
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
2025-10-01
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
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 |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | 41-0746749 | — | NONE | $12K | — |
Investments
46 direct securities · 1 pooled fund· $28.7M(99% 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
$28.0M
46 holdings
Pooled Separate Account
$676K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Nonbenefit-Responsive Fixed Annuity Contracts | — | — | — | $8.0M | 27.4% | |
| CREF Stock R1 Variable Annuity | — | — | — | $6.1M | 20.8% | |
| CREF Equity Index R1 Variable Annuity | — | — | — | $2.1M | 7.2% | |
| CREF Core Bond R1 Variable Annuity | — | — | — | $972K | 3.3% | |
| CREF Growth R1 Variable Annuity | — | — | — | $959K | 3.3% | |
| CREF Global Equities R1 Variable Annuity | — | — | — | $926K | 3.2% | |
| T. Rowe Price Retire 2040 Fund Mutual Fund | — | — | — | $887K | 3.0% | |
| T. Rowe Price Retire 2030 Fund Mutual Fund | — | — | — | $775K | 2.7% | |
| Nuveen Internatl Eq Idx Retire Mutual Fund | — | — | — | $744K | 2.6% | |
| CREF Social Choice R1 Variable Annuity | — | — | — | $712K | 2.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $676K | 2.3% | |
| T. Rowe Price Retire 2035 Fund Mutual Fund | — | — | — | $579K | 2.0% | |
| CREF Money Market R1 Variable Annuity | — | — | — | $417K | 1.4% | |
| T. Rowe Price Retire 2055 Fund Mutual Fund | — | — | — | $410K | 1.4% | |
| Nuveen Large Cap Gr Idx Retire Mutual Fund | — | — | — | $390K | 1.3% | |
| T. Rowe Price Retire 2045 Fund Mutual Fund | — | — | — | $378K | 1.3% | |
| T. Rowe Price Retire 2025 Fund Mutual Fund | — | — | — | $366K | 1.3% | |
| Nuveen Lifecycle 2030 Retire Mutual Fund | — | — | — | $324K | 1.1% | |
| TIAA Traditional Benefit-Responsive Fixed Annuity Contracts | — | — | — | $284K | 1.0% | |
| Nuveen Small Cap Bld Idx Rtmt Mutual Fund | — | — | — | $270K | 0.9% | |
| T. Rowe Price Retire 2020 Fund Mutual Fund | — | — | — | $266K | 0.9% | |
| CREF Inflation-Linked Bond R1 Variable Annuity | — | — | — | $260K | 0.9% | |
| MFS Mid Cap Value Class R4 Mutual Fund | — | — | — | $244K | 0.8% | |
| Putnam Large Cap Value Fund Y Mutual Fund | — | — | — | $236K | 0.8% | |
| Nuveen Large Cap Value Retire Mutual Fund | — | — | — | $226K | 0.8% | |
| Nuveen Large Cap Resp Eq Rtmt Mutual Fund | — | — | — | $169K | 0.6% | |
| Nuveen Mid Cap Value Retire Mutual Fund | — | — | — | $146K | 0.5% | |
| BlackRock Total Return Inst Mutual Fund | — | — | — | $123K | 0.4% | |
| Columbia Mid Cap Index Fund A Mutual Fund | — | — | — | $118K | 0.4% | |
| Nuveen Lifecycle 2020 Retire Mutual Fund | — | — | — | $116K | 0.4% | |
| Nuveen Lifecycle 2025 Retire Mutual Fund | — | — | — | $92K | 0.3% | |
| AB Large Cap Growth Fund Adv Mutual Fund | — | — | — | $89K | 0.3% | |
| Calvert US Lg Cp Core Res Ix A Mutual Fund | — | — | — | $75K | 0.3% | |
| Victory RS Global Fund Class Y Mutual Fund | — | — | — | $59K | 0.2% | |
| T. Rowe Price Retire 2015 Fund Mutual Fund | — | — | — | $57K | 0.2% | |
| T. Rowe Price Retire 2010 Fund Mutual Fund | — | — | — | $56K | 0.2% | |
| Nuveen Lifecycle 2040 Retire Mutual Fund | — | — | — | $53K | 0.2% | |
| Nuveen Lifecycle 2035 Retire Mutual Fund | — | — | — | $26K | <0.1% | |
| Nuveen Money Market Retirement Mutual Fund | — | — | — | $23K | <0.1% | |
| Allspring Spec SmalCapVal Inst Mutual Fund | — | — | — | $22K | <0.1% | |
| Fed Hermes MDT Mid Cap Gr R6 Mutual Fund | — | — | — | $20K | <0.1% | |
| T Rowe Price Retirement 2060 Mutual Fund | — | — | — | $18K | <0.1% | |
| Nuveen Lifecycle 2010 Retire Mutual Fund | — | — | — | $16K | <0.1% | |
| Nuveen Lifecycle 2015 Retire Mutual Fund | — | — | — | $8K | <0.1% | |
| Nuveen Lifecycle Ret Inc Rtmt Mutual Fund | — | — | — | $8K | <0.1% | |
| AllianceBernstein Sm Cap Gr Z Mutual Fund | — | — | — | $2K | <0.1% | |
| Nuveen Lifecycle 2045 Retire Mutual Fund | — | — | — | $2K | <0.1% |
Related plans
Other plans using CLIFTON LARSON ALLEN LLP
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
BOARD OF DIRECTORS OF PENTEGRA DEFINED BENEFIT PLAN
PENTEGRA DEFINED BENEFIT PLAN FOR FINANCIAL INST
$3.2B · 5,009 participants
TE CONNECTIVITY CORPORATION
TE CONNECTIVITY RETIREMENT SAVINGS AND INVESTMENT PLAN
$3.1B · 8,252 participants
FROEDTERT THEDACARE HEALTH, INC.
FROEDTERT HEALTH, INC. 403(B) PLAN
$2.2B · 16,292 participants
THE GOVERNING COMMITTEE OF THE SECTION 403(B) DEFINED CONTRIBUTION
SECTION 403(B) DEFINED CONTRIBUTION PLAN FOR TAX-EXEMPT COLLEGES AND UNIVERSITIES IN VIRGINIA
$1.3B · 6,105 participants
UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION
UMMS VOLUNTARY 403(B) PLAN
$793.4M · 8,350 participants
Similar-size Educational Services plans
EDUCATIONDYNAMICS
EDUCATIONDYNAMICS 401(K) PROFIT SHARING PLAN
$29.1M · 325 participants
LIGHTHOUSE SCHOOL, INC.
LIGHTHOUSE SCHOOL RETIREMENT PLAN
$29.1M · 183 participants
THE COMMONWEALTH SCHOOL, INC.
THE COMMONWEALTH SCHOOL, INC. DC PLAN
$29.1M · 50 participants
HILLCREST EDUCATIONAL FOUNDATION, INC.
HILLCREST EDUCATIONAL FOUNDATION, INC. 403(B) PLAN
$29.1M · 595 participants
LINCOLN SCHOOL
LINCOLN SCHOOL 403(B) RETIREMENT PLAN
$29.1M · 124 participants
SAGE HILL SCHOOL
SAGE HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
$29.0M · 120 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B