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THE FOUNDATION SCHOOL — THE FOUNDATION SCHOOL RETIREMENT ANNUITY PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251230115034NAL0010945811001
THE FOUNDATION SCHOOL
Form 5500-SF
FILING_RECEIVED
THE FOUNDATION SCHOOL RETIREMENT ANNUITY PLAN
403(b) retirement plan
Active participants
35
Accounts w/ balance
79
Plan assets (EOY)
$19.0M
Net assets (EOY)
$19.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE FOUNDATION SCHOOL
.
Find decision makers
Plan sponsor
Name
THE FOUNDATION SCHOOL
EIN
06-0813498
Address
9719 DERBY MILFORD RD · ORANGE, CT · 06477
Phone
(203) 877-1426
Industry
Educational Services
see all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(800) 872-3473
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-12-30
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
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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