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Original filing (PDF)20250414091751NAL0000694099001
LEARNING CENTER FOR THE DEAF
Form 5500
FILING_RECEIVED
THE LEARNING CENTER FOR THE DEAF 403(B) PLAN
403(b) retirement plan
Active participants
369
Accounts w/ balance
605
Plan assets (EOY)
$26.1M
Net assets (EOY)
$26.1M
How this plan invests
This plan
6 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEARNING CENTER FOR THE DEAF.
Plan sponsor
Name
LEARNING CENTER FOR THE DEAF
EIN
23-7064431
Address
848 CENTRAL STREET · FRAMINGHAM, MA · 01701
Phone
(508) 879-5110
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $18K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | — | SAN RAPHAEL, CA | BROKER DEALER OF ADVISOR | $27K | — |
| RPW SOLUTIONS, LLC. | — | WILMINGTON, MA | TPA, ADVISOR | $8K | — |
Investments
6 pooled funds· $257K(1% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $152K | 0.6% |
| METLIFE BH WELLINGTON BALANCED METROPOLITAN LIFE INSURANCE CO · EIN 13-5581829 / PN 000 | Pooled Separate Account | $36K | 0.1% |
| METLIFE FIXED INTEREST ACCOUNT METROPOLITAN LIFE INSURANCE CO · EIN 13-5581829 / PN 000 | Pooled Separate Account | $32K | 0.1% |
| METLIFE CALVERT VP BALANCED METROPOLITAN LIFE INSURANCE CO · EIN 13-5581829 / PN 000 | Pooled Separate Account | $32K | 0.1% |
| METLIFE BH/W LARGE CAP RESEARCH METROPOLITAN LIFE INSURANCE CO · EIN 13-5581829 / PN 000 | Pooled Separate Account | $4K | <0.1% |
| METLIFE FRONTIER MID CAP GROWTH METROPOLITAN LIFE INSURANCE CO · EIN 13-5581829 / PN 000 | Pooled Separate Account | $61 | <0.1% |