How big is Carlisle School's plan?

Carlisle School's plan reported $4.2M in assets and 67 participants for 2024.

Original filing (PDF)20250719200505NAL0001303267001

Carlisle School

Name: Carlisle School — Carlisle School 403(b) DC Plan, Form 5500 (2024)
Creator: Carlisle School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carlisle School 403(b) DC Plan

401(k) retirement plan · Carlisle School's Carlisle School 403(b) DC Plan held $4.2M in plan assets for 67 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

AMY Parikh signed Carlisle School's 2024 Form 5500 as plan administrator.

AMY Parikh — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Carlisle School's EIN is 54-0841622.

EIN 54-0841622

Plan number 002

Plan year 2024

ACK ID 20250719200505NAL0001303267001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carlisle School from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carlisle School's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), a 403(b) annuity.

Decision-maker contacts

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

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score