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Sponsor portfolio

EPISCOPAL DAY SCHOOL

EIN 03-0518244-Educational Services-Latest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
46
EPISCOPAL DAY SCHOOL, 340 E MASSACHUSETTS AVE - SOUTHERN PINES, NC 28387910-692-3492
Plans on this EIN
2 filings
#002403b-$2.7M - 42 part#001403b-$137K - 4 part

Retirement portfolio analytics

2 plans aggregated / $2.8M assets / 46 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • DAY SCHOOL, INC (#002)95%
  • SCHOOL, INC. 335001 (#001)5%
Total $2.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DAY SCHOOL, INC (#002)42
  • SCHOOL, INC. 335001 (#001)4
Total 46Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

EPISCOPAL DAY SCHOOL, INC

403b

Assets$2.7M
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

EPISCOPAL DAY SCHOOL, INC. 335001

403b

Assets$137K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002EPISCOPAL DAY SCHOOL, INC403b$2.7M422024
001EPISCOPAL DAY SCHOOL, INC. 335001403b$137K42024
Retirement plans
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