Original filing (PDF)20250519132003NAL0001125440001

THE WOLF SCHOOL

Name: THE WOLF SCHOOL — WOLF SCHOOL 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: THE WOLF SCHOOL

Form 5500-SF

FILING_RECEIVED

WOLF SCHOOL 403(B) RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

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 THE WOLF SCHOOL.

Plan sponsor

Name

THE WOLF SCHOOL

EIN

05-0506471

Address

215 FERRIS AVENUE · EAST PROVIDENCE, RI · 02916

Phone

(401) 432-9940

Industry

Educational Servicessee all

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

2025-05-19

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

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

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

Related plans

Similar-size Educational Services plans

RIVENDELL SCHOOL

RIVENDELL SCHOOL 403(B) PLAN

$3.3M · 37 participants

MATHEMATICAL SCIENCES RESEARCH INSTITUTE

MATHEMATICAL SCIENCES RESEARCH INSTITUTE 403(B) DC PLAN

$3.3M · 26 participants

OAKCREST SCHOOL

OAKCREST SCHOOL 403(B) PLAN

$3.3M · 84 participants

JUPITER CHRISTIAN SCHOOL, INC.

JUPITER CHRISTIAN SCHOOL, INC. 401(K) RETIREMENT PLAN

$3.3M · 242 participants

COUNTRYSIDE SCHOOL OF CHAMPAIGN-URBANA, INC.

COUNTRYSIDE SCHOOL 403(B) DC PLAN - PLAN #387536