How big is Applewild School Incorporated's plan?

Applewild School Incorporated's plan reported $7.9M in assets and 47 participants for 2024.

Original filing (PDF)20250827072150NAL0016166352001

Applewild School Incorporated

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

Form 5500

FILING_RECEIVED

Applewild School 403(b) Plan

403(b) retirement plan · Applewild School Incorporated's Applewild School 403(b) Plan held $7.9M in plan assets for 47 participants in 2024.

Active participants

Accounts w/ balance

140

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

Plan identifiers

Applewild School Incorporated's EIN is 04-2225643.

EIN 04-2225643

Plan number 002

Plan year 2024

ACK ID 20250827072150NAL0016166352001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Applewild School Incorporated's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

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

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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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (97th percentile).
High average account balance (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

APPLEWILD SCHOOL INCORPORATED

EIN

all filings

Address

120 PROSPECT STREET · FITCHBURG, MA · 01420

Phone

(978) 342-6053

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-27

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

STOWE & DEGON

Trustee / custodian

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $230K(3% of reported assets)

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.