Original filing (PDF)20251001101111NAL0005866019001

THE RUGBY SCHOOL, INC.

Name: THE RUGBY SCHOOL, INC. — EMPLOYEE BENEFIT PLAN OF THE RUGBY SCHOOL, INC., Form 5500 (2024)
Creator: THE RUGBY SCHOOL, INC.

Form 5500-SF

FILING_RECEIVED

EMPLOYEE BENEFIT PLAN OF THE RUGBY SCHOOL, INC.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.9M

Net assets (EOY)

$11.9M

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 RUGBY SCHOOL, INC..

Plan sponsor

Name

THE RUGBY SCHOOL, INC.

EIN

22-2561017

Address

P.O. BOX 1403 · WALL, NJ · 077191403

Phone

(732) 681-6900

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2J · 401(k) feature

2E · Profit-sharing

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

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