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Original filing (PDF)20260116114453NAL0034495682001
THE AMERICAN SCHOOL, AT HARTFORD, FOR THE DEAF
Form 5500
FILING_RECEIVED
AMERICAN SCHOOL FOR THE DEAF SECTION 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
421
Accounts w/ balance
494
Plan assets (EOY)
$12.2M
Net assets (EOY)
$12.2M
How this plan invests
This plan
21 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 (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE AMERICAN SCHOOL, AT HARTFORD, FOR THE DEAF.
Plan sponsor
Name
THE AMERICAN SCHOOL, AT HARTFORD, FOR THE DEAF
EIN
06-0667600
Address
139 NORTH MAIN STREET · WEST HARTFORD, CT · 061071264
Phone
(860) 570-2300
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-16
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)
Audit & trust (Schedule H)
Auditor
WHITTLESEY PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | DIRECTED TRUSTEE | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $12K | — |
| CHARLES SCHWAB & CO INC. | 94-1737782 | — | SHAREHOLDER SERVICING | $0 | — |
Investments
21 direct securities· $12.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Charles Schwab Cash ** 405 Money market funds * Charles Schwab Value Advantage Money Fund ** 398 Registerd investment companies (mutual funds) T Rowe Price Retirement 2030 | — | — | — | $1.9M | 15.3% | |
| T Rowe Price Retirement 2045 | — | — | — | $1.7M | 13.9% | |
| T Rowe Price Retirement 2040 | — | — | — | $1.5M | 12.7% | |
| T Rowe Price Retirement 2035 | — | — | — | $1.1M | 9.1% | |
| T Rowe Price Retirement 2050 | — | — | — | $1.1M | 8.9% | |
| T Rowe Price Retirement 2025 | — | — | — | $947K | 7.8% | |
| T Rowe Price Retirement 2055 | — | — | — | $836K | 6.9% | |
| T Rowe Price Retirement 2060 | — | — | — | $704K | 5.8% | |
| T Rowe Price Retirement 2020 | — | — | — | $490K | 4.0% | |
| Vanguard Total Stock Market Index Fund | — | — | — | $480K | 3.9% | |
| Notes receivable from participants, interest between 4.25% - 9.50% - | — | — | — | $345K | 2.8% | |
| T Rowe Price Retirement 2015 | — | — | — | $274K | 2.2% | |
| Diamond Hill Large Cap Fund CL I | — | — | — | $175K | 1.4% | |
| Mainstay Large Cap Growth Class I | — | — | — | $164K | 1.3% | |
| American Europacific Growth Fund | — | — | — | $124K | 1.0% | |
| Blackrock Total Return Fund | — | — | — | $109K | 0.9% | |
| JP Morgan Mid-Cap Value FD Institutional Class A | — | — | — | $84K | 0.7% | |
| Harbor Small Cap Value Fund Institutional Class | — | — | — | $65K | 0.5% | |
| Neuberger Berman Genesis Institutional Class | — | — | — | $40K | 0.3% | |
| Baird Mid Cap Fund Institutional Class | — | — | — | $39K | 0.3% | |
| T Rowe Price Retirement 2068 | — | — | — | $27K | 0.2% |