Original filing (PDF)20250716121419NAL0003118737001

LIAL SCHOOL

Name: LIAL SCHOOL — 403(B) THRIFT PLAN FOR EMPLOYEES OF LIAL SCHOOL, Form 5500 (2024)
Creator: LIAL SCHOOL

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF LIAL SCHOOL

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$659K

Net assets (EOY)

$659K

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.

Decision-maker contacts

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

Plan sponsor

Name

LIAL SCHOOL

EIN

31-1562232

Address

5700 DAVIS RD · WHITEHOUSE, OH · 435719669

Phone

(419) 877-5167

Industry

Other Services (ex. Public Admin)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

2025-07-16

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2E · Profit-sharing

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

THE SUMMERLEE FOUNDATION

THE SUMMERLEE FOUNDATION RETIREMENT PLAN

$659K · 3 participants

LATINO POLICY FORUM

LATINO POLICY FORUM 403(B) PLAN

$659K · 19 participants

THE COMMUNITY HOUSE

THE COMMUNITY HOUSE RETIREMENT PLAN AND TRUST

$659K · 38 participants

TIDEWATER

403(B) THRIFT PLAN FOR EMPLOYEES OF TIDEWATER BOY SCOUTS OF AMERICA

$658K · 8 participants

KERMIT G. PHILLIPS II CHARITABLE TRUST

PHILLIPS FOUNDATION 403(B) PLAN