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Original filing (PDF)20250410110420NAL0021497297001
THE WINDSOR SCHOOL, INC.
Form 5500-SF
FILING_RECEIVED
THE WINDSOR SCHOOL, INC. SAVINGS PLAN
403(b) retirement plan
Active participants
84
Accounts w/ balance
84
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
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 WINDSOR SCHOOL, INC..
Plan sponsor
Name
THE WINDSOR SCHOOL, INC.
EIN
22-3020235
Address
242 WANAQUE AVENUE · POMPTON LAKES, NJ · 074422128
Phone
(973) 839-3556
Industry
Educational Servicessee all
Plan administrator
Name
PACE FIDUCIARY SERVICES, LLC
EIN
82-3334300
City
RIDGEWOOD, NJ
Phone
(201) 447-6051
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-10
Pension benefit codes
2L · 403(b)(1) annuity
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
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