The Grammar School, INC. 403(b) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: The Grammar School, INC.
  • Sponsor EIN: 030211036
  • Sponsor Address: 69 HICKORY RIDGE RD, PUTNEY, VT, 05346
  • Plan Type: 403(b)
  • Total Participants: 17
  • Total Assets: $3.8M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202517$3.8M$12,642$34,330
202417$3.8M$12,642$34,330
202312$3.8M$11,175$27,919
202227$3.0M$26,695$38,661

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