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THE PENNFIELD SCHOOL — THE PENNFIELD SCHOOL RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251201120128NAL0010458641001
THE PENNFIELD SCHOOL
Form 5500-SF
FILING_RECEIVED
THE PENNFIELD SCHOOL RETIREMENT PLAN
403(b) retirement plan
Active participants
46
Accounts w/ balance
68
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE PENNFIELD SCHOOL
.
Find decision makers
Plan sponsor
Name
THE PENNFIELD SCHOOL
EIN
23-7131751
Address
110 SANDY POINT AVENUE · PORTSMOUTH, RI · 02871
Phone
(401) 849-4646
Industry
Educational Services
see all
Plan administrator
Name
THE PENNFIELD SCHOOL
EIN
23-7131751
City
PORTSMOUTH, RI
Phone
(401) 849-4646
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-12-01
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
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 providers
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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.
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