Original filing (PDF)20250325133310NAL0010205971001

NORTH COUNTRY SCHOOL, INC.

Name: NORTH COUNTRY SCHOOL, INC. — NORTH COUNTRY SCHOOL DC PLAN, Form 5500 (2024)
Creator: NORTH COUNTRY SCHOOL, INC.

Form 5500

FILING_RECEIVED

NORTH COUNTRY SCHOOL DC PLAN

403(b) retirement plan

Signals · 2

Late filing · 20.3 mo27% in single holding

Active participants

Accounts w/ balance

125

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

How this plan invests

This plan

1 pooled trust

Schedule D

10 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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 NORTH COUNTRY SCHOOL, INC..

Plan sponsor

Name

NORTH COUNTRY SCHOOL, INC.

EIN

14-1430542

Address

4382 CASCADE RD · LAKE PLACID, NY · 129464145

Phone

(518) 523-9329

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2021-09-01

Tax period

2022-08-31

Filed

2025-03-25

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2S · Automatic enrollment

Audit & trust (Schedule H)

Auditor

MCSOLEY MCCOY & CO

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

9 direct securities · 1 pooled fund· $5.2M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Uncategorized

$4.9M

9 holdings

Pooled Separate Account

$286K

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	CREF Stock R1	—	2,233	—	$1.4M	27.0%
	TIAATraditional Non Benefit Responsive	—	—	—	$1.3M	25.6%

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