Original filing (PDF)20260305152228NAL0002642691001

THE BARRIE SCHOOL, A NON-PROFIT CORPORATION

Name: THE BARRIE SCHOOL, A NON-PROFIT CORPORATION — BARRIE SCHOOL TAX DEFERRED ANNUITY PLAN, Form 5500 (2024)
Creator: THE BARRIE SCHOOL, A NON-PROFIT CORPORATION

Form 5500-SF

FILING_RECEIVED

BARRIE SCHOOL TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BARRIE SCHOOL, A NON-PROFIT CORPORATION.

Plan sponsor

Name

THE BARRIE SCHOOL, A NON-PROFIT CORPORATION

EIN

52-1336863

Address

13500 LAYHILL RD · SILVER SPRING, MD · 209063203

Phone

(301) 576-2872

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2026-03-05

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2S · Automatic enrollment

2T · Default investment account (QDIA)

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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