How big is Alta Vista School's plan?

Alta Vista School's plan reported $4.5M in assets and 62 participants for 2023.

Original filing (PDF)20241028161205NAL0008099794001

Alta Vista School

Name: Alta Vista School — Alta Vista School Retirement, Form 5500 (2023)
Creator: Alta Vista School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alta Vista School Retirement Plan

403(b) retirement plan · Alta Vista School's Alta Vista School Retirement Plan held $4.5M in plan assets for 62 participants in 2023.

Active participants

Accounts w/ balance

105

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

Penny Pruzan signed Alta Vista School's 2023 Form 5500 as plan administrator.

Penny Pruzan — 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

Alta Vista School's EIN is 27-2889011.

EIN 27-2889011

Plan number 001

Plan year 2023

ACK ID 20241028161205NAL0008099794001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Alta Vista School from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Alta Vista School's plan includes a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

ALTA VISTA SCHOOL

EIN

all filings

Address

450 SOMERSET STREET · SAN FRANCISCO, CA · 94134

Phone

(415) 279-6186

Industry

Educational Services

Plan administrator