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Original filing (PDF)20260203092228NAL0003840128001
HILL-MURRAY SCHOOL, INC.
Form 5500
FILING_RECEIVED
HILL-MURRAY SCHOOL 403(B) PLAN
403(b) retirement plan
Active participants
125
Accounts w/ balance
158
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
How this plan invests
This plan
32 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 (32 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HILL-MURRAY SCHOOL, INC..
Plan sponsor
Name
HILL-MURRAY SCHOOL, INC.
EIN
41-0829754
Address
2625 LARPENTEUR AVENUE E · MAPLEWOOD, MN · 55109
Phone
(651) 748-2413
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
2026-02-03
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $575 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA FINANCIAL INC | — | BETHESDA, MD | OTHER | $15K | — |
Investments
32 direct securities· $5.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2040 Target Date Fund | — | — | — | $708K | 14.2% | |
| American Funds 2035 Target Date Fund | — | — | — | $662K | 13.3% | |
| American Funds Growth Fund of America Fund | — | — | — | $629K | 12.7% | |
| American Funds 2045 Target Date Fund | — | — | — | $497K | 10.0% | |
| American Funds 2030 Target Date Fund | — | — | — | $363K | 7.3% | |
| American Funds 2050 Target Date Fund | — | — | — | $318K | 6.4% | |
| American Funds 2055 Target Date Fund | — | — | — | $291K | 5.9% | |
| American Funds 2025 Target Date Fund | — | — | — | $190K | 3.8% | |
| American Funds Growth and Income Portfolio Fund | — | — | — | $179K | 3.6% | |
| American Funds American Balanced Fund | — | — | — | $165K | 3.3% | |
| American Funds Capital World Growth and Income Fund | — | — | — | $157K | 3.2% | |
| American Funds Fundamental Investors Fund | — | — | — | $157K | 3.2% | |
| American Funds 2060 Target Date Fund | — | — | — | $127K | 2.6% | |
| American Funds New Economy Fund | — | — | — | $123K | 2.5% | |
| American Funds Growth Portfolio Fund | — | — | — | $98K | 2.0% | |
| American Funds Income Fund of America Fund | — | — | — | $61K | 1.2% | |
| American Funds U.S. Government Money Market Fund | — | — | — | $60K | 1.2% | |
| American Funds Europacific Growth Fund | — | — | — | $35K | 0.7% | |
| American Funds Washington Mutual Fund | — | — | — | $31K | 0.6% | |
| MFS Mid Cap Growth Fund | — | — | — | $22K | 0.4% | |
| American Funds 2020 Target Date Fund | — | — | — | $18K | 0.4% | |
| American Funds New World Fund | — | — | — | $15K | 0.3% | |
| MFS Mid Cap Value Fund | — | — | — | $12K | 0.2% | |
| American Funds International Growth and Income Fund | — | — | — | $12K | 0.2% | |
| American Funds Bond Fund of America Fund | — | — | — | $10K | 0.2% | |
| MFS New Discovery Value Fund | — | — | — | $9K | 0.2% | |
| Participants Participant Loans Rate from 8.50% to 9.50% - | — | — | — | $8K | 0.2% | |
| American Funds Moderate Growth and Income Portfolio Fund | — | — | — | $6K | 0.1% | |
| Clearbridge Small Cap Growth Fund | — | — | — | $4K | <0.1% | |
| American Funds Capital World Bond Fund | — | — | — | $2K | <0.1% | |
| American Funds Preservation Portfolio Fund | — | — | — | $1K | <0.1% | |
| American Funds 2065 Target Date Fund | — | — | — | $1K | <0.1% |
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