Original filing (PDF)20260121113529NAL0004609632001

THE ASPEN COUNTRY DAY SCHOOL

Name: THE ASPEN COUNTRY DAY SCHOOL — 403(B) THRIFT PLAN FOR EMPLOYEES OF THE ASPEN COUNTRY DAY SCHOOL, INC., Form 5500 (2024)
Creator: THE ASPEN COUNTRY DAY SCHOOL

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF THE ASPEN COUNTRY DAY SCHOOL, INC.

401(k) retirement plan

Active participants

Accounts w/ balance

105

Plan assets (EOY)

$15.9M

Net assets (EOY)

$15.9M

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 ASPEN COUNTRY DAY SCHOOL.

Plan sponsor

Name

THE ASPEN COUNTRY DAY SCHOOL

EIN

23-7033239

Address

3 MUSIC SCHOOL RD · ASPEN, CO · 816118500

Phone

(970) 925-1909

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-21

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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