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ALDRICH MEMORIAL NURSERY SCHOOL — ALDRICH MEMORIAL NURSERY SCHOOL TAX DEFERRED ANNUITY PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250730100731NAL0003884001005
ALDRICH MEMORIAL NURSERY SCHOOL
Form 5500-SF
FILING_RECEIVED
ALDRICH MEMORIAL NURSERY SCHOOL TAX DEFERRED ANNUITY PLAN
403(b) retirement plan
Active participants
51
Accounts w/ balance
27
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
86
/ 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
ALDRICH MEMORIAL NURSERY SCHOOL
.
Find decision makers
Plan sponsor
Name
ALDRICH MEMORIAL NURSERY SCHOOL
EIN
41-0726082
Address
855 ESSEX PARKWAY NW · ROCHESTER, MN · 559013422
Phone
(507) 289-3097
Industry
Educational Services
see 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
2025-07-30
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2R · Participant-directed brokerage (SDBA)
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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Knocking points off
53% balance-to-active ratio — below typical for a healthy 401(k).
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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