Original filing (PDF)20250328105245NAL0000581331001

WEST CHESTER FRIENDS SCHOOL

Name: WEST CHESTER FRIENDS SCHOOL — WEST CHESTER FRIENDS SCHOOL RETIREMENT PLAN, Form 5500 (2024)
Creator: WEST CHESTER FRIENDS SCHOOL

Form 5500-SF

FILING_RECEIVED

WEST CHESTER FRIENDS SCHOOL RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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 WEST CHESTER FRIENDS SCHOOL.

Plan sponsor

Name

WEST CHESTER FRIENDS SCHOOL

EIN

23-1690347

Address

415 N HIGH ST · WEST CHESTER, PA · 193802420

Phone

(610) 696-2615

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

2025-03-28

Pension benefit codes

2L · 403(b)(1) annuity

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

Related plans

Similar-size Educational Services plans

CHOICE ACADEMIES, INC.

CHOICE ACADEMIES, INC. 401(K) PLAN

$2.9M · 97 participants

THE IDEAL SCHOOL OF MANHATTAN

THE IDEAL SCHOOL OF MANHATTAN TAX DEFERRED ANNUITY PLAN

$2.9M · 83 participants

VACCINATE YOUR FAMILY, INC.

VACCINATE YOUR FAMILY 403(B) PLAN

$2.9M · 15 participants

SUN BELT CONFERENCE

SUN BELT CONFERENCE DEFINED CONTRIBUTION PLAN UNDER 403(B)(1)

$2.9M · 20 participants

HYMAN BRAND HEBREW ACADEMY

HYMAN BRAND HEBREW ACADEMY 403(B) PLAN