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Original filing (PDF)20260205113936NAL0007522514001
AVON OLD FARMS SCHOOL , INC.
Form 5500
FILING_RECEIVED
AVON OLD FARMS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
194
Accounts w/ balance
324
Plan assets (EOY)
$56.2M
Net assets (EOY)
$56.2M
How this plan invests
This plan
1 pooled trust
Schedule D
51 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 (5 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AVON OLD FARMS SCHOOL , INC..
Plan sponsor
Name
AVON OLD FARMS SCHOOL , INC.
EIN
06-0655480
Address
500 OLD FARMS ROAD · AVON, CT · 06001
Phone
(860) 404-4100
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
2026-02-05
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHNREZNICK, LLP | 33-4144829 | HARTFORD, CT | NONE | $16K | — |
| LPL FINANCIAL | 04-3046611 | SAN DIEGO, CA | NONE | $8K | — |
| TIAA | 13-1624203 | NEW YORK, NY | NONE | $3K | — |
Investments
50 direct securities · 1 pooled fund· $56.2M(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
$51.0M
49 holdings
Mutual Funds
$3.5M
1 holding
Pooled Separate Account
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| similar party collateral, par or maturity value Fixed annuity contracts * TIAA Traditional Annuity - Non-Fully Benefit-Responsive | — | — | — | $9.9M | 17.7% | |
| Variable annuity contracts * CREF Stock Account | — | — | — | $4.9M | 8.7% | |
| American Funds American Funds 2025 Target Date Retirement Fund | Mutual Funds | — | — | $3.5M | 6.2% | |
| Vanguard 500 Index Fund | — | — | — | $2.9M | 5.2% | |
| TIAA Traditional Annuity - Fully Benefit-Responsive | — | — | — | $2.7M | 4.9% | |
| American Funds American Funds 2035 Target Date Retirement Fund | — | — | — | $2.7M | 4.8% | |
| American Funds American Funds 2045 Target Date Retirement Fund | — | — | — | $2.5M | 4.4% | |
| American Funds American Funds 2055 Target Date Retirement Fund | — | — | — | $2.2M | 4.0% | |
| American Funds American Funds 2040 Target Date Retirement Fund | — | — | — | $2.2M | 3.9% | |
| Vanguard Total International Stock Index Fund | — | — | — | $1.9M | 3.3% | |
| American Funds American Funds 2030 Target Date Retirement Fund | — | — | — | $1.6M | 2.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.6M | 2.9% | |
| Nuveen Large-Cap Responsible Equity Fund | — | — | — | $1.4M | 2.6% | |
| Vanguard Small-Cap Index Fund | — | — | — | $1.4M | 2.4% | |
| CREF Equity Index Account | — | — | — | $1.3M | 2.4% | |
| Vanguard Growth Index Fund | — | — | — | $1.3M | 2.3% | |
| American Funds American Funds 2050 Target Date Retirement Fund | — | — | — | $1.2M | 2.1% | |
| CREF Global Equities Account | — | — | — | $1.2M | 2.1% | |
| Nuveen International Equity Index Fund | — | — | — | $1.0M | 1.9% | |
| Victory Capital Victory Core Plus Intermediate Bond Fund | — | — | — | $883K | 1.6% | |
| Dodge & Cox Dodge & Cox Stock Fund | — | — | — | $867K | 1.5% | |
| CREF Growth Account | — | — | — | $793K | 1.4% | |
| American Funds American Funds New Perspective Fund | — | — | — | $747K | 1.3% | |
| CREF Social Choice Account | — | — | — | $650K | 1.2% | |
| CREF Core Bond Account | — | — | — | $532K | 0.9% | |
| Nuveen Large-Cap Value Index Fund | — | — | — | $493K | 0.9% | |
| Invesco Developing Markets Fund | — | — | — | $439K | 0.8% | |
| CREF Inflation-Linked Bond Account | — | — | — | $439K | 0.8% | |
| American Funds American Funds 2020 Target Date Retirement Fund | — | — | — | $285K | 0.5% | |
| American Funds American Funds 2060 Target Date Retirement Fund | — | — | — | $272K | 0.5% | |
| BlackRock iShares Russell Mid-Cap Index Fund | — | — | — | $268K | 0.5% | |
| Nuveen Mid-Cap Value Fund | — | — | — | $232K | 0.4% | |
| maturing at various dates, secured by participant account balances | — | — | — | $199K | 0.4% | |
| CREF Money Market Account | — | — | — | $189K | 0.3% | |
| Virtus Ceredex Virtus Ceredex Mid-Cap Value Equity Fund | — | — | — | $181K | 0.3% | |
| Nuveen Lifecycle 2025 Fund | — | — | — | $173K | 0.3% | |
| Nuveen Lifecycle 2040 Fund | — | — | — | $162K | 0.3% | |
| T. Rowe Price T. Rowe Price Growth Stock Fund | — | — | — | $137K | 0.2% | |
| American Funds American Funds 2015 Target Date Retirement Fund | — | — | — | $125K | 0.2% | |
| American Century American Century Small-Cap Value Fund | — | — | — | $94K | 0.2% | |
| Baron Funds Baron Small-Cap Fund | — | — | — | $90K | 0.2% | |
| Nuveen Lifecycle 2045 Fund | — | — | — | $90K | 0.2% | |
| Carillon Family of Funds Carillon Eagle Mid-Cap Growth Fund | — | — | — | $66K | 0.1% | |
| American Funds American Funds 2010 Target Date Retirement Fund | — | — | — | $46K | <0.1% | |
| Nuveen Lifecycle 2035 Fund | — | — | — | $40K | <0.1% | |
| Invesco Global Fund | — | — | — | $35K | <0.1% | |
| Nuveen Lifecycle 2050 Fund | — | — | — | $34K | <0.1% | |
| Nuveen Lifecycle 2055 Fund | — | — | — | $25K | <0.1% | |
| Nuveen Lifecycle 2015 Fund | — | — | — | $24K | <0.1% | |
| Nuveen Lifecycle 2030 Fund | — | — | — | $11K | <0.1% | |
| Nuveen Lifecycle 2010 Fund | — | — | — | $9K | <0.1% |