Original filing (PDF)20250918105533NAL0002979842001

THE CALAIS SCHOOL

Name: THE CALAIS SCHOOL — THE CALAIS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2024)
Creator: THE CALAIS SCHOOL

Form 5500-SF

FILING_RECEIVED

THE CALAIS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

THE CALAIS SCHOOL

EIN

22-1903027

Address

45 HIGHLAND AVENUE · WHIPPANY, NJ · 07981

Phone

(973) 884-2030

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-09-18

Pension benefit codes

2L · 403(b)(1) annuity

3D · Pre-approved plan (master / prototype / VS)

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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