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THE CAREY SCHOOL — THE CAREY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250317132909NAL0001706385001
THE CAREY SCHOOL
Form 5500-SF
FILING_RECEIVED
THE CAREY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
70
Accounts w/ balance
118
Plan assets (EOY)
$17.3M
Net assets (EOY)
$17.3M
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
THE CAREY SCHOOL
.
Find decision makers
Plan sponsor
Name
THE CAREY SCHOOL
EIN
94-3085954
Address
ONE CAREY SCHOOL LANE · SAN MATEO, CA · 94403
Phone
(650) 345-8205
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-17
Pension benefit codes
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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$17.3M · 304 participants
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$17.3M · 161 participants
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MATER DEI SCHOOL, INC. 403(B) PLAN
$17.4M · 30 participants
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$17.3M · 98 participants
TOTAL EDUCATION SOLUTIONS, INC.
TOTAL EDUCATION SOLUTIONS, INC. 401(K) PLAN
100
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$17.3M · 471 participants
KENTS HILL SCHOOL
KENTS HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
$17.4M · 89 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
