THE CARROLL SCHOOL RETIREMENT PLAN

[ EIN: 04-2145258 | Plan No. 001 ]

Form 5500 records indicate that THE CARROLL SCHOOL RETIREMENT PLAN is a Profit Sharing plan sponsored by THE CARROLL SCHOOL. The plan is classified as a Large Plan with 393 participants and assets totaling $34,883,270 for the 2024 plan year.

Profit Sharing plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: THE CARROLL SCHOOL

Location: 25 BAKER BRIDGE ROAD, LINCOLN, MA 01773

EIN: 042145258

Plan Number: 001

Plan Year: 2024

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: Profit Sharing

Participants: 393

Total Assets: $34,883,270

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