THE FENN SCHOOL TDA AND RETIREMENT PLAN

[ EIN: 04-2104064 | Plan No. 002 ]

THE FENN SCHOOL TDA AND RETIREMENT PLAN is reported on Form 5500 as a 403(b) Annuity plan sponsored by THE FENN SCHOOL INC.. For the 2024 plan year, the plan had 227 participants and total assets of $42,032,814.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: THE FENN SCHOOL INC.

Location: 516 MONUMENT ST, CONCORD, MA 01742

EIN: 042104064

Plan Number: 002

Plan Year: 2024

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 403(b) Annuity

Participants: 227

Total Assets: $42,032,814

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