· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CALIFORNIA ASSOCIATION OF PRIVATE POST SECONDARY SCHOOLS — CAPPS SAFE HARBOR 401K PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250904171555NAL0010167603001
CALIFORNIA ASSOCIATION OF PRIVATE POST SECONDARY SCHOOLS
Form 5500-SF
FILING_RECEIVED
CAPPS SAFE HARBOR 401K PLAN & TRUST
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CALIFORNIA ASSOCIATION OF PRIVATE POST SECONDARY SCHOOLS
.
Find decision makers
Plan sponsor
Name
CALIFORNIA ASSOCIATION OF PRIVATE POST SECONDARY SCHOOLS
EIN
23-7183318
Address
8447 EAST SAND FLOWER DRIVE · SCOTTSDALE, AZ · 85266
Phone
(562) 706-1577
Industry
Educational Services
see 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
2025-09-04
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
NORTHERN NEW YORK LIBRARY NETWORK
TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF NORTHERN NEW YORK LIBRARY NETWORK
$1.5M · 3 participants
ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY
ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY 403B PLAN
$1.5M · 61 participants
MILWAUKEE YOUTH SYMPHONY ORCHESTRA, INC. 403(B)
MILWAUKEE YOUTH SYMPHONY ORCHESTRA, INC. 403(B)
$1.5M · 11 participants
CHRISTIAN FAMILY MONTESSORI SCHOOL
CHRISTIAN FAMILY MONTESSORI SCHOOL CONTRIBUTION RETIREMENT PLAN
$1.5M · 36 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ST. BENEDICT EDUCATION CENTER
ST. BENEDICT EDUCATION CENTER RETIREMENT PLAN
$1.5M · 24 participants
JOY OUTDOOR EDUCATION CENTER
JOEC 401(K) PLAN
$1.5M · 33 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants
