How big is The Healdsburg School's plan?

The Healdsburg School's plan reported $1.1M in assets and 42 participants for 2023.

Original filing (PDF)20250611180511NAL0016239761001

The Healdsburg School

Name: The Healdsburg School — The Healdsburg School, Form 5500 (2023)
Creator: The Healdsburg School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Healdsburg School Retirement Plan

403(b) retirement plan · The Healdsburg School's The Healdsburg School Retirement Plan held $1.1M in plan assets for 42 participants in 2023.

Signals · 1

Late filing · 0.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

The Healdsburg School's EIN is 20-5534052.

EIN 20-5534052

Plan number 001

Plan year 2023

ACK ID 20250611180511NAL0016239761001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for The Healdsburg School from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

The Healdsburg School's plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE HEALDSBURG SCHOOL.

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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