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THE CAMBRIDGE SCHOOL — THE CAMBRIDGE SCHOOL 403B RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260108122125NAL0010171520001
THE CAMBRIDGE SCHOOL
Form 5500-SF
FILING_RECEIVED
THE CAMBRIDGE SCHOOL 403B RETIREMENT PLAN
403(b) retirement plan
Active participants
87
Accounts w/ balance
53
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
86
/ 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
THE CAMBRIDGE SCHOOL
.
Find decision makers
Plan sponsor
Name
THE CAMBRIDGE SCHOOL
EIN
20-4594308
Address
12855 BLACK MOUNTAIN RD · SAN DIEGO, CA · 92129
Phone
(858) 484-3488
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-08
Pension benefit codes
2A · Age/service weighted or new comparability
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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SAN TAN MONTESSORI SCHOOL, INC.
SAN TAN MONTESSORI SCHOOL, INC. RETIREMENT PLAN
$1.5M · 62 participants
CFA SOCIETY NEW YORK, INC.
CFA SOCIETY NEW YORK 401(K) PLAN
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HILTON HEAD CHRISTIAN ACADEMY
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$1.5M · 95 participants
80
Knocking points off
61% balance-to-active ratio — below typical for a healthy 401(k).
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.
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
HANNA PERKINS SCHOOL
HANNA PERKINS SCHOOL 403(B) DC PLAN
$1.5M · 12 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
