Original filing (PDF)20250924071424NAL0007231921001

THE ELMWOOD FRANKLIN SCHOOL INC

Name: THE ELMWOOD FRANKLIN SCHOOL INC — ELMWOOD FRANKLIN SCHOOL 403(B) PLAN, Form 5500 (2024)
Creator: THE ELMWOOD FRANKLIN SCHOOL INC

Form 5500-SF

FILING_RECEIVED

ELMWOOD FRANKLIN SCHOOL 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.8M

Net assets (EOY)

$9.8M

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ELMWOOD FRANKLIN SCHOOL INC.

Plan sponsor

Name

THE ELMWOOD FRANKLIN SCHOOL INC

EIN

16-0743000

Address

104 NEW AMSTERDAM · BUFFALO, NY · 142163399

Phone

(716) 877-5035

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-09-24

Pension benefit codes

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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