Original filing (PDF)20241028161205NAL0008099794001

ALTA VISTA SCHOOL

Name: ALTA VISTA SCHOOL — ALTA VISTA SCHOOL RETIREMENT PLAN, Form 5500 (2023)
Creator: ALTA VISTA SCHOOL

Form 5500-SF

FILING_RECEIVED

ALTA VISTA SCHOOL RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

105

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALTA VISTA SCHOOL.

Plan sponsor

Name

ALTA VISTA SCHOOL

EIN

27-2889011

Address

450 SOMERSET STREET · SAN FRANCISCO, CA · 94134

Phone

(415) 279-6186

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

2024-10-28

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

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

UNIVERSITY OF MARYLAND FOUNDATION

UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN

$4.5M · 27 participants

STEPPINGSTONE FOUNDATION INC

STEPPINGSTONE FOUNDATION DC RETIREMENT PLAN

$4.5M · 72 participants

NORTHWEST CHRISTIAN SCHOOL

NORTHWEST CHRISTIAN SCHOOL 401(K) PLAN

$4.5M · 284 participants

LA LUMIERE SCHOOL

LA LUMIERE SCHOOL RETIREMENT PLAN

$4.5M · 41 participants

HOFF BARTHELSON MUSIC SCHOOL