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  2. THE NORWICH FREE ACADEMY
Sponsor portfolio

THE NORWICH FREE ACADEMY

EIN 06-0762783-education management-Latest filing 2025
Plans
2
Retirement
2
$21.1M assets
Welfare
0
Participants
289
305 BROADWAY - NORWICH, CT 06360860-425-5520nfaschool.orgLinkedIn201-500 employeeseducation management
Plans on this EIN
2 filings
#001TraditionalDB-$12.5M - 148 part#003401k-$8.6M - 141 part

Retirement portfolio analytics

2 plans aggregated / $21.1M assets / 289 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • PENTEGRA RET TRUST (#001)59%
  • FREE ACADEMY 401(K)PLAN (#003)41%
Total $21.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PENTEGRA RET TRUST (#001)148
  • FREE ACADEMY 401(K)PLAN (#003)141
Total 289Click 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#001

RET PLAN OF THE NORWICH FREE ACADEMY STAFF IN PENTEGRA RET TRUST

TraditionalDB

Assets$12.5M
Participants148
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

THE NORWICH FREE ACADEMY 401(K)PLAN

401k

Assets$8.6M
Participants141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RET PLAN OF THE NORWICH FREE ACADEMY STAFF IN PENTEGRA RET TRUSTTraditionalDB$12.5M1482025
003THE NORWICH FREE ACADEMY 401(K)PLAN401k$8.6M1412024
Retirement plans
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