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Original filing (PDF)20250612121715NAL0027245504001
MIDDLESEX SCHOOL
Form 5500-SF
FILING_RECEIVED
MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN
Defined-contribution retirement plan
Active participants
12
Accounts w/ balance
18
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIDDLESEX SCHOOL.
Plan sponsor
Name
MIDDLESEX SCHOOL
EIN
04-2103821
Address
1400 LOWELL ROAD · P.O. BOX 9122 · CONCORD, MA · 01742
Phone
(978) 371-6589
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-12
Pension benefit codes
2E · Profit-sharing
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 providersRelated plans
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