Original filing (PDF)20250313140033NAL0032975888001

ST MICHAELS COUNTRY DAY SCHOOL

Name: ST MICHAELS COUNTRY DAY SCHOOL — ST MICHAELS COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2023)
Creator: ST MICHAELS COUNTRY DAY SCHOOL

Form 5500-SF

FILING_RECEIVED

ST MICHAELS COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$9.0M

Net assets (EOY)

$9.0M

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 ST MICHAELS COUNTRY DAY SCHOOL.

Plan sponsor

Name

ST MICHAELS COUNTRY DAY SCHOOL

EIN

05-0369037

Address

180 RHODE ISLAND AVE · NEWPORT, RI · 028403341

Phone

(401) 849-5970

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-03-13

Pension benefit codes

2M · 403(b)(7) custodial accounts

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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