How big is The Cottage School Educational's plan?

The Cottage School Educational's plan reported $5.8M in assets and 117 participants for 2025.

Original filing (PDF)20260518083720NAL0014895536001

The Cottage School Educational

Name: The Cottage School Educational — The Cottage School, Form 5500 (2025)
Creator: The Cottage School Educational
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Cottage School Educational 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · The Cottage School Educational's The Cottage School Educational 401(k) Profit Sharing Plan & Trust held $5.8M in plan assets for 117 participants in 2025.

Active participants

117

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

People on this filing

Kelley Leroy signed The Cottage School Educational's 2025 Form 5500 as plan administrator.

Kelley Leroy — 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

The Cottage School Educational's EIN is 58-1484540.

EIN 58-1484540

Plan number 001

Plan year 2025

ACK ID 20260518083720NAL0014895536001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Cottage School Educational from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Cottage School Educational's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score