· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GEORGE STEVENS ACADEMY — GEORGE STEVENS ACADEMY 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250924081354NAL0007282801001
GEORGE STEVENS ACADEMY
Form 5500-SF
FILING_RECEIVED
GEORGE STEVENS ACADEMY 403(B) PLAN
403(b) retirement plan
Active participants
42
Accounts w/ balance
15
Plan assets (EOY)
$403K
Net assets (EOY)
$403K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GEORGE STEVENS ACADEMY
.
Find decision makers
Plan sponsor
Name
GEORGE STEVENS ACADEMY
EIN
01-0247002
Address
23 UNION STREET · BLUE HILL, ME · 04614
Phone
(207) 374-2808
Industry
Educational Services
see 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
2025-09-24
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
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
SANDBOX OF HOMER GLEN, INC.
SANDBOX OF HOMER GLEN 401(K) PLAN
$403K · 34 participants
GOOD SHEPHERD EPISCOPAL SCHOOL
GOOD SHEPHERD EPISCOPAL SCHOOL 403(B) TDA PLAN
$403K · 24 participants
MARIO PEDROZZI SCHOLARSHIP FOU
MARIO PEDROZZI SCHOLARSHIP FOU 401(K) PROFIT SHARING PLAN & TRUST
$403K · 3 participants
THE PEREA PRESCHOOL, INC.
THE PEREA PRESCHOOL 401(K) PLAN
$403K · 19 participants
SARA'S GARDEN - THE SARA JOY RYCHENER - BURKHOLDER HYPERBARIC CE
65
Knocking points off
Only 36% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
SARAS GARDEN 403(B) RETIREMENT PLAN
$403K · 118 participants
CHESAPEAKE MONTESSORI FOUNDATION, INC.
CHESAPEAKE MONTESSORI FOUNDATION 403(B)
$403K · 36 participants
Large plans in Maine
AHOLD DELHAIZE USA SERVICES, LLC
AHOLD DELHAIZE USA SERVICES AND AFFILIATES DEFINED CONTRIBUTION PLANS MASTER TRUST
$6.9B
TD BANK US HOLDING COMPANY
TD 401(K) RETIREMENT PLAN
$6.0B · 32,012 participants
UNUM GROUP
UNUM GROUP 401K RETIREMENT PLAN
$2.5B · 9,413 participants
MAINEHEALTH SERVICES
MAINEHEALTH 403(B) RETIREMENT PLAN
$2.5B · 23,826 participants
UNUM GROUP
UNUM GROUP PENSION PLAN
$1.4B · 2,680 participants
IDEXX LABORATORIES, INC.
IDEXX RETIREMENT AND INCENTIVE SAVINGS PLAN
$1.2B · 6,742 participants
