Original filing (PDF)20260327144336NAL0006036321001

Stoneleigh-Burnham School

Name: Stoneleigh-Burnham School — Stoneleigh-Burnham, Form 5500 (2025)
Creator: Stoneleigh-Burnham School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stoneleigh-Burnham School TDA

403(b) retirement plan · Stoneleigh-Burnham School's Stoneleigh-Burnham School TDA filed a Form 5500 for plan year 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Stoneleigh-Burnham School's EIN is 04-2163044.

EIN 04-2163044

Plan number 002

Plan year 2025

ACK ID 20260327144336NAL0006036321001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Stoneleigh-Burnham School from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Stoneleigh-Burnham School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STONELEIGH-BURNHAM 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

STONELEIGH-BURNHAM SCHOOL

EIN

all filings

Address

57 BERNARDSTON ROAD · GREENFIELD, MA · 013011100

Phone

(413) 774-2711

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-11-30

Filed

2026-03-27

Pension benefit codes

2F · ERISA section 404(c)

2L · 403(b)(1) annuity

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

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