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MERCYHURST PREPARATORY SCHOOL — MERCYHURST PREPARATORY SCHOOL 403(B) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250904140457NAL0010076787001
MERCYHURST PREPARATORY SCHOOL
Form 5500-SF
FILING_RECEIVED
MERCYHURST PREPARATORY SCHOOL 403(B) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
141
Accounts w/ balance
86
Plan assets (EOY)
$6.8M
Net assets (EOY)
$6.8M
Plan health score (directional)
74
/ 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
60
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
MERCYHURST PREPARATORY SCHOOL
.
Find decision makers
Plan sponsor
Name
MERCYHURST PREPARATORY SCHOOL
EIN
25-1143199
Address
538 EAST GRANDVIEW BLVD · ERIE, PA · 16504
Phone
(814) 824-2210
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No independent qualified public accountant (IQPA) named.
61% balance-to-active ratio — below typical for a healthy 401(k).
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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