Original filing (PDF)20250613020336NAL0017210257001

ROLAND PARK COUNTRY SCHOOL, INC.

Name: ROLAND PARK COUNTRY SCHOOL, INC. — ROLAND PARK COUNTRY SCHOOL RETIREMENT PLAN, Form 5500 (2023)
Creator: ROLAND PARK COUNTRY SCHOOL, INC.

Form 5500

FILING_RECEIVED

ROLAND PARK COUNTRY SCHOOL RETIREMENT PLAN

403(b) retirement plan

Signals · 1

Non-clean audit opinion

Active participants

235

Accounts w/ balance

458

Plan assets (EOY)

$47.6M

Net assets (EOY)

$47.6M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Auditor issued a qualified / adverse / disclaimer opinion.

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROLAND PARK COUNTRY SCHOOL, INC..

Plan sponsor

Name

ROLAND PARK COUNTRY SCHOOL, INC.

EIN

52-0591631

Address

5204 ROLAND AVENUE · BALTIMORE, MD · 21210

Phone

(410) 323-5500

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-06-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

BENEFIT AUDIT GROUP, LLC

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	WALNUT CREEK, CA	RECORDKEEPER	$8K	—
TIAA - TEACHERS INSURANCE AND ANNUI	13-1624203	NEW YORK, NY	RECORDKEEPER	$450	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MML INVESTORS SERVICES, LLC

Investments

1 pooled fund· $1.2M(2% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.