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WORCESTER PREPARATORY SCHOOL — WORCESTER PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250117082727NAL0024781809001
WORCESTER PREPARATORY SCHOOL
Form 5500-SF
FILING_RECEIVED
WORCESTER PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
94
Accounts w/ balance
118
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
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
WORCESTER PREPARATORY SCHOOL
.
Find decision makers
Plan sponsor
Name
WORCESTER PREPARATORY SCHOOL
EIN
52-0903685
Address
508 S MAIN STREET, PO BOX 1006 · BERLIN, MD · 21811
Phone
(410) 641-3575
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-01-17
Pension benefit codes
2L · 403(b)(1) annuity
2G · Total participant-directed accounts
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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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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