· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SALISBURY SCHOOL, INC. — SALISBURY SCHOOL, INC. 403(B) PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250210085818NAL0030103792001
SALISBURY SCHOOL, INC.
Form 5500-SF
FILING_RECEIVED
SALISBURY SCHOOL, INC. 403(B) PLAN
403(b) retirement plan
Active participants
109
Accounts w/ balance
44
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
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
SALISBURY SCHOOL, INC.
.
Find decision makers
Plan sponsor
Name
SALISBURY SCHOOL, INC.
EIN
52-0904771
Address
6279 HOBBS ROAD · SALISBURY, MD · 21804
Phone
(410) 742-4464
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-02-10
Pension benefit codes
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
THE ASSOCIATE ALUMNAE OF DOUGLASS COLLEGE
TIAA-CREF DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE ASSOCIATE ALUMNAE OF DOUGLASS
$3.0M · 6 participants
AMHERST COLLEGE TRUSTEES
FOLGER SHAKESPEARE LIBRARY STAFF RETIREMENT PLAN
$3.0M · 22 participants
THERAPEUTIC LEARNING CENTER
GARFIELD PARK ACADEMY 403(B) PLAN
$3.0M · 117 participants
ASSOCIATED COLLEGES OF THE MIDWEST
ASSOCIATED COLLEGES OF THE MIDWEST TAX DEFERRED ANNUITY
$3.0M · 6 participants
DAYSPRING ACADEMY
65
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 40% as many balances as active participants — suggests many active employees aren't deferring.
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.
Small plan (5500-SF) — Schedule H data not available.
DAYSPRING ACADEMY 401(K) RETIREMENT PLAN
$3.0M · 121 participants
OREGON MEDICAL ASSOCIATION
OREGON MEDICAL ASSOCIATION RETIREMENT SAVINGS PLAN
$3.1M · 16 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B