Original filing (PDF)20250410094603NAL0013078787001

ROBERT LOUIS STEVENSON SCHOOL

Name: ROBERT LOUIS STEVENSON SCHOOL — ROBERT LOUIS STEVENSON SCHOOL 401(K) AND PROFIT SHARING PLAN, Form 5500 (2023)
Creator: ROBERT LOUIS STEVENSON SCHOOL

Form 5500-SF

FILING_RECEIVED

ROBERT LOUIS STEVENSON SCHOOL 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT LOUIS STEVENSON SCHOOL.

Plan sponsor

Name

ROBERT LOUIS STEVENSON SCHOOL

EIN

13-2898880

Address

24 W. 74TH STREET · NEW YORK, NY · 10023

Phone

(212) 787-6400

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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