MS. Lee Kraus signed The Calais School's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Calais School's EIN is 22-1903027.
Download the official 2023 Form 5500 (PDF) for The Calais School from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The Calais School's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. OF AM | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $15K | — |
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INV. MGR | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| MINEAPOLES, MN |
| ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RED BANK PENSION SERVICES, INC. | 22-2755716 | SHREWSBURY, NJ | TPA | $1K | — |
