Original filing (PDF)20251001102251NAL0031401538001

THE RUGBY SCHOOL, INC.

Name: THE RUGBY SCHOOL, INC. — TAX DEFERRED ANNUITY PLAN OF THE RUGBY SCHOOL, INC., Form 5500 (2024)
Creator: THE RUGBY SCHOOL, INC.

Form 5500-SF

FILING_RECEIVED

TAX DEFERRED ANNUITY PLAN OF THE RUGBY SCHOOL, INC.

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score

/ 100

Grade A

Top-tier plan health

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 THE RUGBY SCHOOL, INC..

Plan sponsor

Name

THE RUGBY SCHOOL, INC.

EIN

22-2561017

Address

PO BOX 1403 · WALL, NJ · 077191403

Phone

(732) 681-6900

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

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

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

2L · 403(b)(1) annuity

2F · ERISA section 404(c)

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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