Original filing (PDF)20250117115557NAL0041284992001

WATERSIDE SCHOOL

Name: WATERSIDE SCHOOL — WATERSIDE SCHOOL 403(B) DC PLAN, Form 5500 (2024)
Creator: WATERSIDE SCHOOL

Form 5500-SF

FILING_RECEIVED

WATERSIDE SCHOOL 403(B) DC PLAN

403(b) retirement plan

Signals · 1

Late filing · 20.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WATERSIDE SCHOOL.

Plan sponsor

Name

WATERSIDE SCHOOL

EIN

06-1609222

Address

770 PACIFIC STREET · STAMFORD, CT · 06902

Phone

(203) 975-8910

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2021-07-01

Tax period

2022-06-30

Filed

2025-01-17

Pension benefit codes

2L · 403(b)(1) annuity

2F · ERISA section 404(c)

2G · Total participant-directed 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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