Original filing (PDF)20250618114054NAL0001241891001

THE SCHOOL IN ROSE VALLEY

Name: THE SCHOOL IN ROSE VALLEY — THE SCHOOL IN ROSE VALLEY 403(B) DC PLAN, Form 5500 (2024)
Creator: THE SCHOOL IN ROSE VALLEY

Form 5500-SF

FILING_RECEIVED

THE SCHOOL IN ROSE VALLEY 403(B) DC PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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 SCHOOL IN ROSE VALLEY.

Plan sponsor

Name

THE SCHOOL IN ROSE VALLEY

EIN

23-1365965

Address

20 SCHOOL LANE · ROSE VALLEY, PA · 190634299

Phone

(610) 566-1088

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-18

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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