PHILLIPS EXETER ACADEMY RETIREMENT PLAN

[ EIN: 02-0222174 | Plan No. 002 ]

Form 5500 records indicate that PHILLIPS EXETER ACADEMY RETIREMENT PLAN is a Defined Benefit plan sponsored by PHILLIPS EXETER ACADEMY. The plan is classified as a Small Plan with 0 participants and assets totaling $1,268,221 for the 2023 plan year.

Defined Benefit plans are subject to ERISA disclosure requirements and annual reporting obligations.

---

Plan Sponsor: PHILLIPS EXETER ACADEMY

Location: JEREMIAH SMITH HALL, EXETER, NH 03833

EIN: 020222174

Plan Number: 002

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 0

Total Assets: $1,268,221

---