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Sponsor portfolio

THE CALAIS SCHOOL

EIN 22-1903027-education management-Latest filing 2025
Plans
3
Retirement
3
$8.1M assets
Welfare
0
Participants
270
45 HIGHLAND AVENUE - WHIPPANY, NJ 07981973-884-2030thecalaisschool.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
3 filings
#003401k-$3.5M - 148 part#002403b-$2.7M - 82 part#001403b-$1.8M - 40 part

Retirement portfolio analytics

3 plans aggregated / $8.1M assets / 270 participants

Assets by plan

Share of aggregate retirement assets

44%top
  • CALAIS SCHOOL 401(K) (#003)44%
  • CONTRIBUTION RETIREMENT PLAN (#002)34%
  • THE CALAIS SCHOOL (#001)23%
Total $8.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CALAIS SCHOOL 401(K) (#003)148
  • CONTRIBUTION RETIREMENT PLAN (#002)82
  • THE CALAIS SCHOOL (#001)40
Total 270Click 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#003

THE CALAIS SCHOOL 401(K) PLAN

401k

Assets$3.5M
Participants148
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

THE CALAIS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$2.7M
Participants82
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TIAA CREF TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE CALAIS SCHOOL

403b

Assets$1.8M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003THE CALAIS SCHOOL 401(K) PLAN401k$3.5M1482025
002THE CALAIS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403b$2.7M822025
001TIAA CREF TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE CALAIS SCHOOL403b$1.8M402025
Retirement plans
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