How big is The Phelps School's plan?

The Phelps School's plan reported $1.2M in assets and 33 participants for 2024.

Original filing (PDF)20250619084456NAL0007501330001

The Phelps School

Name: The Phelps School — The Phelps School 401(k) Plan, Form 5500 (2024)
Creator: The Phelps School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Phelps School 401(k) Plan

401(k) retirement plan · The Phelps School's The Phelps School 401(k) Plan held $1.2M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

LEAH M Speese signed The Phelps School's 2024 Form 5500 as plan administrator.

LEAH M Speese — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Phelps School's EIN is 23-1365964.

EIN 23-1365964

Plan number 002

Plan year 2024

ACK ID 20250619084456NAL0007501330001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Phelps School from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Phelps School's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 PHELPS 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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off