Back to filter
Original filing (PDF)20250514084438NAL0018911633001
COMMUNITY PREPARATORY SCHOOL
Form 5500-SF
FILING_RECEIVED
COMMUNITY PREPARATORY SCHOOL 403(B) PLAN
403(b) retirement plan
Active participants
23
Accounts w/ balance
37
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY PREPARATORY SCHOOL.
Plan sponsor
Name
COMMUNITY PREPARATORY SCHOOL
EIN
22-2485332
Address
135 PRAIRIE AVENUE · PROVIDENCE, RI · 02905
Phone
(401) 521-9696
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2025-05-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Educational Services plans
WORLD MONUMENT FUND
WORLD MONUMENT FUND DEFINED CONTRIBUTION RETIREMENT PLAN
$3.4M · 28 participants
CEDAR CREEK SCHOOL
CEDAR CREEK SCHOOL 403B PLAN
$3.4M · 82 participants
CROWN CHARTER SCHOOL
CROWN CHARTER SCHOOL 401(K) PROFIT SHARING PLAN & TRUST
$3.4M · 18 participants
BRIGHT HORIZONS DEVELOPMENTAL SE
BRIGHT HORIZONS DEVELOPMENTAL SERVICES INC 401K
$3.4M · 49 participants
THE ANTHONY SCHOOL
THE ANTHONY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
$3.4M · 44 participants
FULTON SCIENCE ACADEMY PRIVATE SCHOOL, INC.
FULTON SCIENCE ACADEMY PRIVATE SCHOOL 401(K) PLAN
$3.4M · 125 participants
Large plans in Rhode Island
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS US BOND INDEX COMMINGLED POOL
$11.9B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL
$11.3B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL
$11.2B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL
$11.1B