Original filing (PDF)20251014082107NAL0002313809001

DEVON PREPARATORY SCHOOL

Name: DEVON PREPARATORY SCHOOL — DEVON PREPARATORY SCHOOL 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: DEVON PREPARATORY SCHOOL

Form 5500-SF

FILING_RECEIVED

DEVON PREPARATORY SCHOOL 403(B) RETIREMENT PLAN

401(k) 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 DEVON PREPARATORY SCHOOL.

Plan sponsor

Name

DEVON PREPARATORY SCHOOL

EIN

23-1445671

Address

363 NORTH VALLEY FORGE ROAD · DEVON, PA · 19333

Phone

(610) 688-7337

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

SCIENCE & ARTS ACADEMY

SCIENCE & ARTS ACADEMY DEFINED CONTRIBUTION PLAN

$3.6M · 54 participants

CHARTER SCHOOL ASSOCIATES, INC.

CHARTER SCHOOL ASSOCIATES, INC. 401(K) PLAN

$3.6M · 30 participants

THE GENEVA SCHOOL OF MANHATTAN

THE GENEVA SCHOOL OF MANHATTAN 403(B) PLAN

$3.6M · 48 participants

PREVENTION FIRST, INC.

PREVENTION FIRST INC 401(K) PROFIT SHARING PLAN

$3.6M · 40 participants

EDISON HIGH SCHOOL

EDISON HIGH SCHOOL 401(K) PLAN