Original filing (PDF)20250715085035NAL0004253298001

EPISCOPAL DAY SCHOOL

Name: EPISCOPAL DAY SCHOOL — EPISCOPAL DAY SCHOOL, INC, Form 5500 (2024)
Creator: EPISCOPAL DAY SCHOOL

Form 5500

FILING_RECEIVED

EPISCOPAL DAY SCHOOL, INC

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

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

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EPISCOPAL DAY SCHOOL.

Plan sponsor

Name

EPISCOPAL DAY SCHOOL

DBA

EPISCOPAL DAY SCHOOL, INC.

EIN

03-0518244all filings

Address

340 E MASSACHUSETTS AVE · SOUTHERN PINES, NC · 28387

Phone

(910) 692-3492

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-11-30

Filed

2025-07-15

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $90K

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.