· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NEW VILLAGE SCHOOL — THE NEW VILLAGE SCHOOL 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250715173626NAL0002408337001
NEW VILLAGE SCHOOL
Form 5500-SF
FILING_RECEIVED
THE NEW VILLAGE SCHOOL 403(B) PLAN
403(b) retirement plan
Active participants
12
Accounts w/ balance
23
Plan assets (EOY)
$966K
Net assets (EOY)
$966K
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
NEW VILLAGE SCHOOL
.
Find decision makers
Plan sponsor
Name
NEW VILLAGE SCHOOL
EIN
26-3955916
Address
100 EBBTIDE AVE. SUITE 144 · SAUSALITO, CA · 94965
Phone
(415) 289-0889
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
2025-07-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
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
Related plans
Similar-size Educational Services plans
A GRADE AHEAD, INC.
A GRADE AHEAD, INC. 401(K) AND PROFIT SHARING PLAN
$966K · 25 participants
ARTSPLUS
ARTSPLUS DC & TDA PLANS
$966K · 11 participants
CREATIVE CHILD CARE, INC.
403(B) THRIFT PLAN FOR EMPLOYEES OF CREATIVE CHILD CARE, INC.
$965K · 24 participants
PINEAPPLE COVE CLASSICAL ACADE
PINEAPPLE COVE CLASSICAL ACADE 401(K) PROFIT SHARING PLAN & TRUST
$967K · 111 participants
GLOBAL LEADERSHIP ACADEMY INC
GLOBAL LEADERSHIP ACADEMY INC 401(K) PROFIT SHARING PLAN & TRUST
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.
$967K · 327 participants
HUDSON MONTESSORI, LLC
HUDSON MONTESSORI 401(K) PLAN
$967K · 45 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