Form 5500 Search
Back to filter
Original filing (PDF)20260305173324NAL0004526993001

THE CRAIG SCHOOL

Form 5500-SF
FILING_RECEIVED
THE CRAIG SCHOOL DC RETIREMENT PLAN
403(b) retirement plan
Active participants
56
Accounts w/ balance
97
Plan assets (EOY)
$13.7M
Net assets (EOY)
$13.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CRAIG SCHOOL.
Plan sponsor
Name
THE CRAIG SCHOOL
EIN
22-2283859
Address
10 TOWER HILL ROAD · MOUNTAIN LAKES, NJ · 07046
Phone
(973) 334-1234
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-09-01
Tax period
2025-08-31
Filed
2026-03-05
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
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

Related plans