Original filing (PDF)20250415135414NAL0006388610001

VALLEY SCHOOL OF LIGONIER

Name: VALLEY SCHOOL OF LIGONIER — VALLEY SCHOOL OF LIGONIER RETIREMENT PLAN, Form 5500 (2024)
Creator: VALLEY SCHOOL OF LIGONIER

Form 5500-SF

FILING_RECEIVED

VALLEY SCHOOL OF LIGONIER RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

102

Plan assets (EOY)

$10.7M

Net assets (EOY)

$10.7M

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 VALLEY SCHOOL OF LIGONIER.

Plan sponsor

Name

VALLEY SCHOOL OF LIGONIER

EIN

25-0925088

Address

P.O. BOX 616 · LIGONIER, PA · 15658

Phone

(724) 238-6652

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

2025-04-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial 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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