Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STONELEIGH-BURNHAM SCHOOL
EIN 04-2163044education managementLatest filing 2024
Plans
2
Retirement
2
$14.0M assets
Welfare
0
Participants
243
574 BERNARDSTON ROAD - GREENFIELD, MA 013011100sbschool.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.0M assets / 243 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
STONELEIGH-BURNHAM SCHOOL 403(B) DC PLAN
403b
Assets$12.3M
Participants203
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
STONELEIGH-BURNHAM SCHOOL TDA
403b
Assets$1.8M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STONELEIGH-BURNHAM SCHOOL 403(B) DC PLAN | 403b | $12.3M | 203 | 2024 | |
| 002 | STONELEIGH-BURNHAM SCHOOL TDA | 403b | $1.8M | 40 | 2024 |
Retirement plans