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Original filing (PDF)20251001180947NAL0018131491001
HILLCREST EDUCATIONAL FOUNDATION, INC.
Form 5500
FILING_RECEIVED
HILLCREST EDUCATIONAL FOUNDATION, INC. 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
595
Accounts w/ balance
701
Plan assets (EOY)
$29.1M
Net assets (EOY)
$29.1M
How this plan invests
This plan
29 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HILLCREST EDUCATIONAL FOUNDATION, INC..
Plan sponsor
Name
HILLCREST EDUCATIONAL FOUNDATION, INC.
EIN
80-0545676
Address
788 SOUTH STREET · PITTSFIELD, MA · 01202
Phone
(413) 499-7924
Industry
Educational Servicessee all
Plan administrator
Name
HILLCREST EDUCATIONAL FOUNDATION, INC.
EIN
80-0545676
City
PITTSFIELD, MA
Phone
(413) 499-7924
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LOMBARDI & KEEGAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC - RPCP | 04-3046611 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $71K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP | 04-2530412 | — | OTHER SERVICES | $750 | — |
Investments
29 direct securities· $14.9M(51% of reported assets)
Uncategorized
$14.9M
28 holdings
Mutual Funds
$46K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Growth Fund ofAmerica Mutual Fund ** | — | — | — | $2.5M | 8.7% | |
| American Funds Target Date Retiremcnl 2025 Fund Mutual Fund ** * American l,49l,538 Funds Target Date Retirement 2030 Fund Mutual Fund ** * American | — | — | — | $2.3M | 7.9% | |
| Target Date Retirement 2045 Fund * Mutual Fund ** American Funds | — | — | — | $1.6M | 5.5% | |
| Target Date Retirement 2050 Fund *”‘ * Mutual Fund American Funds | — | — | — | $1.4M | 4.7% | |
| Targex Da‘e Rcmcment 2055 Fund ** * Mutual Fund American Funds | — | — | — | $1.0M | 3.6% | |
| Funds Target Date Retirement 2040 Fund * Mutual Fund ** American Funds | — | — | — | $949K | 3.3% | |
| Fund ** * Mutual Fund PGIM Short Tenn | — | — | — | $646K | 2.2% | |
| Target Date Retirement 2060 Fund * Mutual Fund ** American Funds | — | — | — | $627K | 2.2% | |
| S&P 600 Index ** * Mutual Fund Principal SAM Balanced | — | — | — | $555K | 1.9% | |
| American Funds New World Fund Mutual Fund ** | — | — | — | $500K | 1.7% | |
| Tmal MLnual Funds 23 . | — | — | — | $460K | 1.6% | |
| S&P 500 Index Mutual ** "‘ Fund Principal MidCap 2,08l,439 S&P 400 Index ** * Mutual Fund Principal SmallCap | — | — | — | $455K | 1.6% | |
| American Funds Target Date Retirement 2020 Fund Mutual Fund ** | — | — | — | $351K | 1.2% | |
| Cap Growth Fund ** * Mutual Fund Janus Henderson | — | — | — | $309K | 1.1% | |
| Principal SAM Conservative Growth Portfolio * Mutual Fund ** Principal SAM Flexible | — | — | — | $237K | 0.8% | |
| Corp Bond Fund ** * Mutual Fund PIMCO Real | — | — | — | $206K | 0.7% | |
| Gromh Portfolio Mutual ** * Fund Vanguard Federal | — | — | — | $153K | 0.5% | |
| Return Fund * Mutual Fund ** Principal LargeCap | — | — | — | $148K | 0.5% | |
| RE Est Sec Fd * Mutual Fund ** Delaware Small | — | — | — | $124K | 0.4% | |
| Balanced Portfolio Mutual Fund ** | — | — | — | $86K | 0.3% | |
| Target Date Retirement 2065 Fund * Mutual Fund ** Cohen & Steers | — | — | — | $83K | 0.3% | |
| Value Fund * Mutual Fund ** PGIM High-Yield | — | — | — | $58K | 0.2% | |
| ** Nuveen Midcap | Mutual Funds | — | — | $46K | 0.2% | |
| Triton Fund *"‘ * Mutual Fund MFS Value Fund | — | — | — | $29K | 0.1% | |
| American Funds Target Date chiremem 2010 Fund Mutual Fund ** * 648 American Funds Target [)atc Retirement 20! 5 Fund Mmual Fund ** | — | — | — | $24K | <0.1% | |
| Portfolio Mutual ** * Fund Principal SAM Conservative | — | — | — | $16K | <0.1% | |
| Income Portfolio Mutual ** " Fund Principal SAM Stratcgic | — | — | — | $6K | <0.1% | |
| Cap Value Fund ** * Mutual Fund Franklin Small-Mid | — | — | — | $2K | <0.1% | |
| Funds Target Date Retirement 2035 Fund Mutual Fund ** * American | — | — | — | $1K | <0.1% |
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