Back to filter
Original filing (PDF)20250404131823NAL0022778930001
KIPP SOCAL PUBLIC SCHOOLS
Form 5500
FILING_RECEIVED
KIPP SOCAL PUBLIC SCHOOLS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,473
Accounts w/ balance
803
Plan assets (EOY)
$36.8M
Net assets (EOY)
$36.6M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
90
/ 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
100
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 55% 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KIPP SOCAL PUBLIC SCHOOLS.
Plan sponsor
Name
KIPP SOCAL PUBLIC SCHOOLS
EIN
26-1607268
Address
1933 SOUTH BROADWAY ST · SUITE 1144 · LOS ANGELES, CA · 90007
Phone
(213) 489-4461
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-04
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVCS | 01-0233346 | — | RETAINED BY EMPLOYER | $122K | — |
Investments
1 pooled fund· $192K(1% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| RTC STABLE VALUE FUND CIT SER 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | $192K | 0.5% |
Related plans
Other plans using JOHN HANCOCK RETIREMENT PLAN SRVCS
STEEL DYNAMICS, INC.
STEEL DYNAMICS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN
$3.0B · 10,140 participants
SHELTER MUTUAL INSURANCE COMPANY
THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANIES
$694.8M · 2,184 participants
INGRAM INDUSTRIES INC.
INGRAM 401(K) RETIREMENT PLAN
$634.1M · 5,888 participants
WALSH CONSTRUCTION COMPANY
WALSH GROUP EMPLOYEES PROFIT SHARING PLAN
$610.9M · 4,511 participants
GENSLER
GENSLER EMPLOYEE STOCK OWNERSHIP PLAN
$453.8M · 4,096 participants
WELLS ENTERPRISES, INC.
WELLS ENTERPRISES, INC. 401(K) PLAN
$445.8M · 3,761 participants
Similar-size Educational Services plans
NATIONAL INSTITUTE OF AEROSPACE ASSOCIATES DBA NATIONAL INSTITUTE OF A
NATIONAL INSTITUTE OF AEROSPACE ASSOCIATES DEFINED CONTRIBUTION AND TDA PLAN
$36.8M · 101 participants
TRINITY SCHOOL, INC.
TRINITY SCHOOL 403(B) PLAN
$36.8M · 175 participants
ALEXANDER DAWSON FOUNDATION
ALEXANDER DAWSON SCHOOL 401(K) PLAN
$36.8M · 273 participants
SOUTH COLLEGE OF TENNESSEE DBA SOUTH COLLEGE
SOUTH COLLEGE OF TENNESSEE 401(K) RETIREMENT PLAN
$36.7M · 1,261 participants
LEXINGTON SCHOOL FOR THE DEAF
LEXINGTON SCHOOL FOR THE DEAF 403(B) DEFINED CONTRIBUTION PLAN
$36.7M · 236 participants
EDUCATIONAL TESTING SERVICE
PSI 401(K) PLAN
$36.9M · 1,302 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B