Original filing (PDF)20250629172256NAL0026110834001

MOTHER CAROLINE ACADEMY & EDUCATION CENTER

Name: MOTHER CAROLINE ACADEMY & EDUCATION CENTER — MOTHER CAROLINE ACADEMY & EDUCATION CENTER TAX DEFERRED ANNUITY PLAN, Form 5500 (2024)
Creator: MOTHER CAROLINE ACADEMY & EDUCATION CENTER

Form 5500-SF

FILING_RECEIVED

MOTHER CAROLINE ACADEMY & EDUCATION CENTER TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$506K

Net assets (EOY)

$506K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOTHER CAROLINE ACADEMY & EDUCATION CENTER.

Plan sponsor

Name

MOTHER CAROLINE ACADEMY & EDUCATION CENTER

EIN

04-3163180

Address

515 BLUE HILL AVE · DORCHESTER, MA · 021213203

Phone

(617) 427-1177

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-29

Pension benefit codes

2L · 403(b)(1) annuity

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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