How big is The School in Rose Valley's plan?

The School in Rose Valley's plan reported $3.6M in assets and 73 participants for 2024.

Original filing (PDF)20250618114054NAL0001241891001

The School in Rose Valley

Name: The School in Rose Valley — The School in Rose, Form 5500 (2024)
Creator: The School in Rose Valley
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The School in Rose Valley 403(b) DC Plan

403(b) retirement plan · The School in Rose Valley's The School in Rose Valley 403(b) DC Plan held $3.6M in plan assets for 73 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

The School in Rose Valley's EIN is 23-1365965.

EIN 23-1365965

Plan number 001

Plan year 2024

ACK ID 20250618114054NAL0001241891001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The School in Rose Valley's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 SCHOOL IN ROSE VALLEY.

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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