Original filing (PDF)20250414152157NAL0001879873001

THE CREFELD SCHOOL

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

Form 5500-SF

FILING_RECEIVED

THE CREFELD SCHOOL 403(B) TDA PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$609K

Net assets (EOY)

$609K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 CREFELD SCHOOL.

Plan sponsor

Name

THE CREFELD SCHOOL

EIN

23-1726313

Address

8836 CREFELD STREET · PHILADELPHIA, PA · 19118

Phone

(215) 242-5545

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-14

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)

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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