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Sponsor portfolioTH

THE BARRIE SCHOOL

EIN 52-1336863-primary/secondary education-Latest filing 2025
Plans
2
Retirement
2
$12.1M assets
Welfare
0
Participants
459
13500 LAYHILL RD - SILVER SPRING, MD 209063203301-576-2872barrie.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$6.9M - 351 part#002403b-$5.2M - 108 part

Retirement portfolio analytics

2 plans aggregated / $12.1M assets / 459 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • SCHOOL RETIREMENT PLAN (#001)57%
  • DEFERRED ANNUITY PLAN (#002)43%
Total $12.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SCHOOL RETIREMENT PLAN (#001)351
  • DEFERRED ANNUITY PLAN (#002)108
Total 459Click 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

THE BARRIE SCHOOL RETIREMENT PLAN

403b

Assets$6.9M
Participants351
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BARRIE SCHOOL TAX DEFERRED ANNUITY PLAN

403b

Assets$5.2M
Participants108
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE BARRIE SCHOOL RETIREMENT PLAN403b$6.9M3512025
002BARRIE SCHOOL TAX DEFERRED ANNUITY PLAN403b$5.2M1082024
Retirement plans
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