THE FESSENDEN SCHOOL RETIREMENT PLAN

[ EIN: 04-2103574 | Plan No. 002 ]

THE FESSENDEN SCHOOL RETIREMENT PLAN is reported on Form 5500 as a 403(b) Annuity plan sponsored by THE FESSENDEN SCHOOL. For the 2023 plan year, the plan had 623 participants and total assets of $49,894,003.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: THE FESSENDEN SCHOOL

Location: 250 WALTHAM STREET, WEST NEWTON, MA 02465

EIN: 042103574

Plan Number: 002

Plan Year: 2023

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 403(b) Annuity

Participants: 623

Total Assets: $49,894,003

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