How big is Ambleside School's plan?

Ambleside School's plan reported $473K in assets and 37 participants for 2025.

Original filing (PDF)20260326121751NAL0010507970001

Ambleside School

Name: Ambleside School — Ambleside School 401(k) Profit, Form 5500 (2025)
Creator: Ambleside School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ambleside School 401(k) Profit Sharing Plan

401(k) retirement plan · Ambleside School's Ambleside School 401(k) Profit Sharing Plan held $473K in plan assets for 37 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$473K

Net assets (EOY)

$473K

People on this filing

Steve Rotello signed Ambleside School's 2025 Form 5500 as plan administrator.

Steve Rotello — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ambleside School's EIN is 27-1507931.

EIN 27-1507931

Plan number 001

Plan year 2025

ACK ID 20260326121751NAL0010507970001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Ambleside School from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Ambleside School's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMBLESIDE SCHOOL.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score