Original filing (PDF)20250403113015NAL0005758851001

TAHOE EXPEDITION ACADEMY

Name: TAHOE EXPEDITION ACADEMY — TAHOE EXPEDITION ACADEMY RETIREMENT TRUST, Form 5500 (2023)
Creator: TAHOE EXPEDITION ACADEMY

Form 5500-SF

FILING_RECEIVED

TAHOE EXPEDITION ACADEMY RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 TAHOE EXPEDITION ACADEMY.

Plan sponsor

Name

TAHOE EXPEDITION ACADEMY

EIN

27-5379571

Address

9765 SCHAFFER MILL ROAD · P.O. BOX 1272 · TRUCKEE, CA · 96161

Phone

(530) 553-1252

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

2025-04-03

Pension benefit codes

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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