How big is Salisbury School's plan?

Salisbury School's plan reported $37.0M in assets and 166 participants for 2024.

Original filing (PDF)20250902164105NAL0008594531001

Salisbury School

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

Form 5500

FILING_RECEIVED

Salisbury School DC Retirement Plan

403(b) retirement plan · Salisbury School's Salisbury School DC Retirement Plan held $37.0M in plan assets for 166 participants in 2024, with TIAA as recordkeeper.

Active participants

166

Accounts w/ balance

336

Plan assets (EOY)

$37.0M

Net assets (EOY)

$37.0M

Plan identifiers

Salisbury School's EIN is 06-0646888.

EIN 06-0646888

Plan number 001

Plan year 2024

ACK ID 20250902164105NAL0008594531001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Salisbury School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SALISBURY SCHOOL.

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How this plan invests

This plan

1 pooled trust

Schedule D

33 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

Below-peer total plan cost (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

SALISBURY SCHOOL

EIN

all filings

Address

251 CANAAN RD. · SALISBURY, CT · 060681602

Phone

(860) 435-5700

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

2025-09-02

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA-TEACHERS INSURANCE AND ANNUITY	13-1624203	NEW YORK, NY	RECORDKEEPER	$2K	—

Investments

33 direct securities · 1 pooled fund· $37.0M(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

$30.1M

23 holdings

Common Collective Trusts

$4.8M

5 holdings

Pooled Separate Account

$948K

1 holding

Other securities

$878K

4 holdings

Bonds / Notes

$270K

1 holding

					% of plan
CREF Stock R1 Variable Annuity	Mutual Funds	—	—	$6.0M	16.3%
TIAA Traditional Nonbenefit-Responsive Fixed Annuity Contracts	Mutual Funds	—	—	$4.9M	13.3%
CREF Growth R1 Variable Annuity	Mutual Funds	—	—	$2.7M	7.2%
Nuveen LfCycle Ix 2025 Retire Mutual Fund	Mutual Funds	—	—	$2.2M	5.9%
Nuveen LfCycle Ix 2030 Retire Mutual Fund	Mutual Funds	—	—	$2.0M	5.5%
Nuveen LfCycle Ix 2045 Retire Mutual Fund	Mutual Funds	—	—	$1.8M	4.8%
Nuveen LfCycle Ix 2040 Retire Mutual Fund	Mutual Funds	—	—	$1.7M	4.5%
Nuveen LfCycle Ix 2035 Retire Mutual Fund	Mutual Funds	—	—	$1.5M	4.0%
CREF Global Equities R1 Variable Annuity	Mutual Funds	—	—	$1.4M	3.9%
Vanguard 500 Idx Adm Mutual Fund	Common Collective Trusts	—	—	$1.4M	3.7%
CREF Equity Index R1 Variable Annuity	Common Collective Trusts	—	—	$1.3M	3.6%
Vanguard Extended Mkt Idx Adm Mutual Fund	Common Collective Trusts	—	—	$1.1M	3.1%
CREF Social Choice R1 Variable Annuity	Mutual Funds	—	—	$966K	2.6%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$948K	2.6%
Nuveen LfCycle Ix 2050 Retire Mutual Fund	Mutual Funds	—	—	$784K	2.1%
CREF Core Bond R1 Variable Annuity	Mutual Funds	—	—	$611K	1.7%
Vanguard Ttl Bd Mkt Idx Adm Mutual Fund	Common Collective Trusts	—	—	$568K	1.5%
T Rowe Price Value Fund I Mutual Fund	Mutual Funds	—	—	$563K	1.5%
Nuveen LfCycle Ix 2010 Retire Mutual Fund	Mutual Funds	—	—	$500K	1.4%
American EuroPac Growth R6 Mutual Fund	Other securities	—	—	$483K	1.3%
Nuveen LfCycle Ix 2015 Retire Mutual Fund	Mutual Funds	—	—	$471K	1.3%
Vanguard Ttl Intl Stk Idx Adm Mutual Fund	Common Collective Trusts	—	—	$423K	1.1%
Nuveen LfCycle Ix 2020 Retire Mutual Fund	Mutual Funds	—	—	$398K	1.1%
T Rowe Price Growth Stock I Mutual Fund	Mutual Funds	—	—	$368K	1.0%
CREF Money Market R1 Variable Annuity	Mutual Funds	—	—	$304K	0.8%
Nuveen LfCycle Ix 2055 Retire Mutual Fund	Mutual Funds	—	—	$295K	0.8%
Participant Loans Interest Rates of 4.25% to 9.50%	Bonds / Notes	—	—	$270K	0.7%
American Century Sm Cap Val R6 Mutual Fund	Other securities	—	—	$245K	0.7%
CREF Inflation-Linked Bond R1 Variable Annuity	Mutual Funds	—	—	$222K	0.6%
TIAA Traditional Benefit-Responsive Fixed Annuity Contracts	Mutual Funds	—	—	$159K	0.4%
Nuveen LfCycle Ix 2060 Retire Mutual Fund	Mutual Funds	—	—	$130K	0.4%
Nuveen Money Market Retirement Mutual Fund	Mutual Funds	—	—	$127K	0.3%
Metropolitan W Tot Ret Bd Pln Mutual Fund	Other securities	—	—	$107K	0.3%
ClearBridge Small Cp Growth IS Mutual Fund	Other securities	—	—	$43K	0.1%