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Original filing (PDF)20250829082609NAL0011004849001
SUFFIELD ACADEMY
Form 5500
FILING_RECEIVED
SUFFIELD ACADEMY 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
234
Accounts w/ balance
350
Plan assets (EOY)
$53.9M
Net assets (EOY)
$53.9M
How this plan invests
This plan
1 pooled trust
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (7 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUFFIELD ACADEMY.
Plan sponsor
Name
SUFFIELD ACADEMY
EIN
06-0678539
Address
185 NORTH MAIN STREET · SUFFIELD, CT · 06078
Phone
(860) 386-4454
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
2025-08-29
Pension benefit codes
2F · ERISA section 404(c)
2L · 403(b)(1) annuity
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE AND ANNUI | — | NEW YORK, NY | RECORDKEEPER | $36K | — |
Investments
39 direct securities · 1 pooled fund· $53.9M(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
$49.1M
38 holdings
Mutual Funds
$3.5M
1 holding
Pooled Separate Account
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fixed annuity contracts * TIAA Traditional Annuity Account Non-Benefit Responsive | — | — | — | $6.2M | 11.4% | |
| Variable annuity contracts * CREF Stock Account | — | — | — | $5.4M | 10.1% | |
| CREF Growth Account | — | — | — | $4.1M | 7.6% | |
| CREF Equity Index Account | — | — | — | $3.6M | 6.7% | |
| T. Rowe Price TRowe Price Retirement 2025 I | Mutual Funds | — | — | $3.5M | 6.6% | |
| T. Rowe Price TRowe Price Retirement 2035 I | — | — | — | $3.1M | 5.7% | |
| Vanguard 500 Idx Adm | — | — | — | $2.8M | 5.2% | |
| T. Rowe Price TRowe Price Retirement 2030 I | — | — | — | $1.9M | 3.5% | |
| CREF Global Equities Account | — | — | — | $1.6M | 3.0% | |
| T. Rowe Price TRowe Price Retirement 2045 I | — | — | — | $1.6M | 2.9% | |
| T. Rowe Price TRowe Price Retirement 2040 I | — | — | — | $1.5M | 2.8% | |
| T. Rowe Price TRowe Price Retirement 2055 I | — | — | — | $1.5M | 2.7% | |
| T. Rowe Price TRowe Price Retirement 2020 I | — | — | — | $1.4M | 2.6% | |
| T. Rowe Price TRowe Price Retirement 2050 I | — | — | — | $1.4M | 2.5% | |
| Allspring Core Bond R6 | — | — | — | $1.3M | 2.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.3M | 2.4% | |
| TIAA-CREF Nuveen Internatl Eq Idx R6 | — | — | — | $1.2M | 2.2% | |
| JPMorgan Trust JPMorgan Equity Inc Fd Cla R6 | — | — | — | $1.2M | 2.2% | |
| Victory Portfolios Victory Sycamore Estab Val R6 | — | — | — | $936K | 1.7% | |
| CREF Bond Market Account | — | — | — | $935K | 1.7% | |
| TIAA-CREF Nuveen Small Cap Bld Idx R6 | — | — | — | $652K | 1.2% | |
| BlackRock Funds II BlackRock Infl Protected Bd K | — | — | — | $604K | 1.1% | |
| AllianceBernstein Sm Cap Gr Z | — | — | — | $590K | 1.1% | |
| CREF Social Choice Account | — | — | — | $589K | 1.1% | |
| Vanguard Mid-Cap Idx Adm | — | — | — | $551K | 1.0% | |
| Invesco Global R6 | — | — | — | $531K | 1.0% | |
| CREF Money Market Account | — | — | — | $527K | 1.0% | |
| Vanguard Emr Mkts Stk Idx Adm | — | — | — | $522K | 1.0% | |
| AllianceBernstein AB Large Cap Growth Fund Z | — | — | — | $450K | 0.8% | |
| TIAA Traditional Annuity Account Benefit Responsive | — | — | — | $437K | 0.8% | |
| T. Rowe Price TRowe Price Retirement 2060 I | — | — | — | $421K | 0.8% | |
| CREF Inflation-Linked Bond Account | — | — | — | $410K | 0.8% | |
| Allspring Spec SmallCap Val R6 | — | — | — | $298K | 0.6% | |
| T. Rowe Price TRowe Price Retirement 2010 I | — | — | — | $287K | 0.5% | |
| Parnassus Funds Parnassus Value Equity Instl | — | — | — | $208K | 0.4% | |
| JPMorgan Trust JPMorgan Mid Cap Gro Fd Cl R6 | — | — | — | $172K | 0.3% | |
| T. Rowe Price TRowe Price Retirement 2015 I | — | — | — | $161K | 0.3% | |
| various dates, secured by participant accounts | — | — | — | $79K | 0.1% | |
| T. Rowe Price TRowe Price Retirement 2065 I | — | — | — | $44K | <0.1% | |
| TIAA-CREF Nuveen Money Market R6 | — | — | — | $12K | <0.1% |