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Sponsor portfolio

PIERREPONT SCHOOL

EIN 52-2336109-Educational Services-Latest filing 2025
Plans
2
Retirement
2
$7.9M assets
Welfare
0
Participants
161
ONE SYLVAN ROAD NORTH - WESTPORT, CT 068802938
Plans on this EIN
2 filings
#002403b-$4.6M - 62 part#001403b-$3.4M - 99 part

Retirement portfolio analytics

2 plans aggregated / $7.9M assets / 161 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • 403(B) TDA PLAN (#002)58%
  • 403(B) DC PLAN (#001)42%
Total $7.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) DC PLAN (#001)99
  • 403(B) TDA PLAN (#002)62
Total 161Click 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#002

PIERREPONT SCHOOL 403(B) TDA PLAN

403b

Assets$4.6M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

PIERREPONT SCHOOL 403(B) DC PLAN

403b

Assets$3.4M
Participants99
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PIERREPONT SCHOOL 403(B) TDA PLAN403b$4.6M622025
001PIERREPONT SCHOOL 403(B) DC PLAN403b$3.4M992025
Retirement plans
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