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Original filing (PDF)20250625104859NAL0011396608001
POMFRET SCHOOL
Form 5500
FILING_RECEIVED
POMFRET SCHOOL 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
180
Accounts w/ balance
427
Plan assets (EOY)
$48.3M
Net assets (EOY)
$48.3M
How this plan invests
This plan
1 pooled trust
Schedule D
55 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 (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POMFRET SCHOOL.
Plan sponsor
Name
POMFRET SCHOOL
EIN
06-0646784
Address
398 POMFRET STREET, P.O. BOX 128 · POMFRET, CT · 06258
Phone
(860) 963-6188
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
2025-06-25
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | 04-2530412 | — | TPA | $6K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | SERVICE PROVIDER | $63K | — |
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | NONE | $7K | — |
Investments
54 direct securities · 1 pooled fund· $48.3M(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
$43.7M
53 holdings
Mutual Funds
$3.7M
1 holding
Pooled Separate Account
$890K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| similar party rate of interest, collateral, par or maturity value Current value Variable annuity contracts * CREF Stock Account | — | — | — | $6.6M | 13.7% | |
| Fixed annuity contracts * TIAA Traditional Annuity Account - Nonfully benefit-responsive | — | — | — | $6.5M | 13.5% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund | Mutual Funds | — | — | $3.7M | 7.6% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund | — | — | — | $3.6M | 7.4% | |
| CREF Growth Account | — | — | — | $2.5M | 5.1% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund | — | — | — | $2.3M | 4.7% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund | — | — | — | $2.2M | 4.6% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund | — | — | — | $1.8M | 3.7% | |
| CREF Equity Index Account | — | — | — | $1.7M | 3.6% | |
| TIAA Traditional Annuity Account - Fully benefit-responsive | — | — | — | $1.5M | 3.1% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund | — | — | — | $1.4M | 2.9% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund | — | — | — | $1.3M | 2.7% | |
| CREF Global Equities Account | — | — | — | $1.2M | 2.4% | |
| JPMorgan Equity Income Fund | — | — | — | $941K | 1.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $890K | 1.8% | |
| JPMorgan Large-Cap Growth Fund | — | — | — | $716K | 1.5% | |
| American Funds American Funds New Perspective Fund | — | — | — | $681K | 1.4% | |
| CREF Social Choice Account | — | — | — | $664K | 1.4% | |
| Nuveen Lifecycle 2030 Fund | — | — | — | $660K | 1.4% | |
| T. Rowe Price T. Rowe Price Overseas Stock Fund | — | — | — | $659K | 1.4% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund | — | — | — | $652K | 1.3% | |
| Nuveen Money Market Retirement Fund | — | — | — | $466K | 1.0% | |
| Calvert Resource Management Calvert US Large-Cap Core Responsible Index Fund | — | — | — | $424K | 0.9% | |
| CREF Core Bond Account | — | — | — | $406K | 0.8% | |
| Columbia Threadneedle Columbia Mid-Cap Index Fund | — | — | — | $403K | 0.8% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund | — | — | — | $376K | 0.8% | |
| Nuveen Small-Cap Blend Index Fund | — | — | — | $334K | 0.7% | |
| Nuveen International Equity Fund | — | — | — | $282K | 0.6% | |
| Nuveen Lifecycle 2035 Fund | — | — | — | $282K | 0.6% | |
| CREF Money Market Account | — | — | — | $263K | 0.5% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $254K | 0.5% | |
| JPMorgan Mid Cap-Growth Fund | — | — | — | $244K | 0.5% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $235K | 0.5% | |
| Goldman Sachs Goldman Sachs Small-Cap Value Fund | — | — | — | $229K | 0.5% | |
| Nuveen Lifecycle 2040 Fund | — | — | — | $207K | 0.4% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Fund | — | — | — | $207K | 0.4% | |
| CREF Inflation-Linked Bond Account | — | — | — | $202K | 0.4% | |
| Nuveen Quant Small-Cap Equity Fund | — | — | — | $188K | 0.4% | |
| Nuveen Mid-Cap Growth Fund | — | — | — | $178K | 0.4% | |
| BlackRock Inflation Protected Bond Fund | — | — | — | $169K | 0.3% | |
| various dates, secured by participant account balances. | — | — | — | $133K | 0.3% | |
| Allspring Core Bond Fund | — | — | — | $133K | 0.3% | |
| MFS Investment Management MFS Mid-Cap Value Fund | — | — | — | $125K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2010 Fund | — | — | — | $100K | 0.2% | |
| Nuveen Lifecycle 2045 Fund | — | — | — | $85K | 0.2% | |
| AllianceBernstein Small-Cap Growth Fund | — | — | — | $64K | 0.1% | |
| Nuveen Lifecycle 2025 Fund | — | — | — | $45K | <0.1% | |
| Nuveen Mid-Cap Growth Fund | — | — | — | $41K | <0.1% | |
| Columbia Threadneedle Columbia Balanced Fund | — | — | — | $40K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Fund | — | — | — | $35K | <0.1% | |
| Nuveen Lifecycle 2050 Fund | — | — | — | $29K | <0.1% | |
| Nuveen Lifecycle 2010 Fund | — | — | — | $12K | <0.1% | |
| Nuveen Lifecycle 2015 Fund | — | — | — | $12K | <0.1% | |
| Nuveen Lifecycle 2020 Fund | — | — | — | $8K | <0.1% | |
| Nuveen Lifecycle 2055 Fund | — | — | — | $7K | <0.1% |
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