How big is San Luis Obispo Classical Academy's plan?

San Luis Obispo Classical Academy's plan reported $941K in assets and 105 participants for 2024.

Original filing (PDF)20250616193539NAL0000633667001

San Luis Obispo Classical Academy

Name: San Luis Obispo Classical Academy — San Luis Obispo, Form 5500 (2024)
Creator: San Luis Obispo Classical Academy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

San Luis Obispo Classical Academy 401(k) Plan

401(k) retirement plan · San Luis Obispo Classical Academy's San Luis Obispo Classical Academy 401(k) Plan held $941K in plan assets for 105 participants in 2024.

Active participants

105

Accounts w/ balance

Plan assets (EOY)

$941K

Net assets (EOY)

$941K

Plan identifiers

San Luis Obispo Classical Academy's EIN is 20-3131883.

EIN 20-3131883

Plan number 001

Plan year 2024

ACK ID 20250616193539NAL0000633667001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for San Luis Obispo Classical Academy from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

San Luis Obispo Classical Academy's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAN LUIS OBISPO CLASSICAL ACADEMY.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Helping the score