Original filing (PDF)20250321132212NAL0006015027002

THE KUNIHOLM SCHOOL T/A THE HOLMSTEAD SCHOOL

Name: THE KUNIHOLM SCHOOL T/A THE HOLMSTEAD SCHOOL — THE KUNIHOLM SCHOOL T/A THE HOLMSTEAD SCHOOL TAX SHELTERED ANNUITY, Form 5500 (2023)
Creator: THE KUNIHOLM SCHOOL T/A THE HOLMSTEAD SCHOOL

Form 5500-SF

FILING_RECEIVED

THE KUNIHOLM SCHOOL T/A THE HOLMSTEAD SCHOOL TAX SHELTERED ANNUITY

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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 THE KUNIHOLM SCHOOL T/A THE HOLMSTEAD SCHOOL.

Plan sponsor

Name

THE KUNIHOLM SCHOOL T/A THE HOLMSTEAD SCHOOL

EIN

22-1937143

Address

14 HOPE STREET · RIDGEWOOD, NJ · 07450

Phone

(201) 447-1696

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-03-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

2K · 401(m) arrangement

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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