How big is School & Main Institute, Inc.'s plan?

School & Main Institute, Inc.'s plan reported $460K in assets and 1 participants for 2024.

Original filing (PDF)20251015124615NAL0009297490001

School & Main Institute, Inc.

Name: School & Main Institute, Inc. — School & Main, Form 5500 (2024)
Creator: School & Main Institute, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

School & Main Institute, Inc. 403(b) Plan

403(b) retirement plan · School & Main Institute, Inc.'s School & Main Institute, Inc. 403(b) Plan held $460K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$460K

Net assets (EOY)

$460K

Plan identifiers

School & Main Institute, Inc.'s EIN is 04-3403302.

EIN 04-3403302

Plan number 002

Plan year 2024

ACK ID 20251015124615NAL0009297490001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for School & Main Institute, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

School & Main Institute, Inc.'s plan includes a 403(b) annuity, 403(b) custodial accounts.

Decision-maker contacts

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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 average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

SCHOOL & MAIN INSTITUTE, INC.

EIN

all filings

Address

95 OCEANSIDE DR · SCITUATE, MA · 020662834

Phone

(303) 229-9333

Industry

Professional & Technical Services

Plan administrator