How big is Charles River School's plan?

Charles River School's plan reported $15.1M in assets and 80 participants for 2024.

Original filing (PDF)20251027113455NAL0003915827001

Charles River School

Name: Charles River School — Charles River School DC, Form 5500 (2024)
Creator: Charles River School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles River School DC Retirement Plan

403(b) retirement plan · Charles River School's Charles River School DC Retirement Plan held $15.1M in plan assets for 80 participants in 2024.

Active participants

Accounts w/ balance

114

Plan assets (EOY)

$15.1M

Net assets (EOY)

$15.1M

People on this filing

Bettina Stevens signed Charles River School's 2024 Form 5500 as plan administrator.

Bettina Stevens — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Charles River School's EIN is 04-2103974.

EIN 04-2103974

Plan number 001

Plan year 2024

ACK ID 20251027113455NAL0003915827001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charles River School from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charles River School's plan includes a 403(b) annuity, ERISA 404(c) participant direction, 403(b) custodial accounts.

Decision-maker contacts

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

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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