Original filing (PDF)20250517175223NAL0030969680001

CARLTON ACADEMY DAY SCHOOL

Name: CARLTON ACADEMY DAY SCHOOL — CARLTON ACADEMY DAY SCHOOL 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: CARLTON ACADEMY DAY SCHOOL

Form 5500-SF

FILING_RECEIVED

CARLTON ACADEMY DAY SCHOOL 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$202K

Net assets (EOY)

$202K

Plan health score

/ 100

Grade B

Above-average plan

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 CARLTON ACADEMY DAY SCHOOL.

Plan sponsor

Name

CARLTON ACADEMY DAY SCHOOL

EIN