How big is Glen Urquhart School's plan?

Glen Urquhart School's plan reported $9.2M in assets and 38 participants for 2023.

Original filing (PDF)20250415212449NAL0007678498001

Glen Urquhart School

Name: Glen Urquhart School — Glen Urquhart School DC, Form 5500 (2023)
Creator: Glen Urquhart School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Glen Urquhart School DC Retirement Plan

403(b) retirement plan · Glen Urquhart School's Glen Urquhart School DC Retirement Plan held $9.2M in plan assets for 38 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.2M

Net assets (EOY)

$9.2M

People on this filing

Jessica Torcicollo signed Glen Urquhart School's 2023 Form 5500 as plan administrator.

Jessica Torcicollo — 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

Glen Urquhart School's EIN is 04-2658251.

EIN 04-2658251

Plan number 001

Plan year 2023

ACK ID 20250415212449NAL0007678498001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Glen Urquhart School from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Glen Urquhart 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 GLEN URQUHART 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

GLEN URQUHART SCHOOL

DBA

GLEN URQUHART SCHOOL

EIN

all filings

Address

74 HART ST · BEVERLY, MA · 019152125

Phone

(978) 927-1064

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