Assets by plan
Share of aggregate retirement assets
Filings through .
3 plans aggregated / $8.1M assets / 270 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
403(b)
403(b)
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | THE CALAIS SCHOOL 401(K) PLAN | 401(k) | $3.5M | 148 | 2025 |
| #002 | THE CALAIS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | 403(b) | $2.7M | 82 | 2025 |
| #001 | TIAA CREF TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE CALAIS SCHOOL | 403(b) | $1.8M | 40 | 2025 |