· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FOREST HILLS PRESCHOOL AND CHILD — FOREST HILLS PRESCHOOL 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240930123436NAL0011144034001
FOREST HILLS PRESCHOOL AND CHILD
Form 5500-SF
FILING_RECEIVED
FOREST HILLS PRESCHOOL 401(K) PLAN
401(k) retirement plan
Active participants
33
Accounts w/ balance
26
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FOREST HILLS PRESCHOOL AND CHILD
.
Find decision makers
Plan sponsor
Name
FOREST HILLS PRESCHOOL AND CHILD
EIN
14-1868636
Address
5834 ALHAMBRA AVE · MARTINEZ, CA · 94553
Phone
(925) 370-1601
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
WEST DALLAS COMMUNITY SCHOOL
403(B) THRIFT PLAN FOR EMPLOYEES OF WEST DALLAS COMMUNITY SCHOOL
$1.0M · 68 participants
LIBRARY AND INFORMATION RESOUR
LIBRARY AND INFORMATION RESOUR 401(K) PROFIT SHARING PLAN & TRUST
$1.0M · 12 participants
EDUCATIONAL PARTNERSHIP FOR INSTRUCTING CHILDREN, INC.
EDUCATIONAL PARTNERSHIP FOR INSTRUCTING CHILDREN, INC. 401(K) PLAN
$1.0M · 47 participants
INTERNATIONAL SCHOOL OF DAKAR
INTERNATIONAL SCHOOL OF DAKAR RETIREMENT PLAN
$1.0M · 54 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CONWAY CHRISTIAN SCHOOL
CONWAY CHRISTIAN SCHOOL 401(K) PROFIT SHARING PLAN
$1.0M · 90 participants
GEARA GROUP INC
GEARA GROUP INC 401(K) PROFIT SHARING PLAN & TRUST
$1.0M · 77 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B