Original filing (PDF)20260310085624NAL0003725104001

ESSEX VALLEY SCHOOL, INC.

Name: ESSEX VALLEY SCHOOL, INC. — ESSEX VALLEY SCHOOL RETIREMENT PLAN, Form 5500 (2024)
Creator: ESSEX VALLEY SCHOOL, INC.

Form 5500-SF

FILING_RECEIVED

ESSEX VALLEY SCHOOL RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

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 ESSEX VALLEY SCHOOL, INC..

Plan sponsor

Name

ESSEX VALLEY SCHOOL, INC.

EIN

22-2040136

Address

1 HENDERSON DRIVE · WEST CALDWELL, NJ · 07006

Phone

(973) 244-7890

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

2026-03-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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