How big is Shrub Oak International School, LLC's plan?

Shrub Oak International School, LLC's plan reported $649K in assets and 321 participants for 2024.

Original filing (PDF)20250411075255NAL0035680064001

Shrub Oak International School, LLC

Name: Shrub Oak International School, LLC — Shrub Oak, Form 5500 (2024)
Creator: Shrub Oak International School, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shrub Oak International School, LLC 401(k) Plan

401(k) retirement plan · Shrub Oak International School, LLC's Shrub Oak International School, LLC 401(k) Plan held $649K in plan assets for 321 participants in 2024.

Signals · 1

No auditor on file

Active participants

321

Accounts w/ balance

Plan assets (EOY)

$649K

Net assets (EOY)

$649K

People on this filing

Brian Koffler signed Shrub Oak International School, LLC's 2024 Form 5500 as plan administrator.

Brian Koffler — 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

Shrub Oak International School, LLC's EIN is 35-2561640.

EIN 35-2561640

Plan number 001

Plan year 2024

ACK ID 20250411075255NAL0035680064001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shrub Oak International School, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shrub Oak International School, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score