Original filing (PDF)20241014045050NAL0045071312001

THE WEST HILL SCHOOL

Name: THE WEST HILL SCHOOL — WEST HILL SCHOOL 403(B) TDA PLAN 357160, Form 5500 (2023)
Creator: THE WEST HILL SCHOOL

Form 5500-SF

FILING_RECEIVED

WEST HILL SCHOOL 403(B) TDA PLAN 357160

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$563K

Net assets (EOY)

$563K

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 WEST HILL SCHOOL.

Plan sponsor

Name

THE WEST HILL SCHOOL

DBA

THE WEST HILL SCHOOL

EIN

23-1665048

Address

1455 WEST HILL ROAD · BRYN MAWR, PA · 19010

Phone

(610) 525-7660

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-14

Pension benefit codes

2G · Total participant-directed accounts

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 providers

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