Original filing (PDF)20250411075255NAL0035680064001

SHRUB OAK INTERNATIONAL SCHOOL, LLC

Name: SHRUB OAK INTERNATIONAL SCHOOL, LLC — SHRUB OAK INTERNATIONAL SCHOOL, LLC 401(K) PLAN, Form 5500 (2024)
Creator: SHRUB OAK INTERNATIONAL SCHOOL, LLC

Form 5500-SF

FILING_RECEIVED

SHRUB OAK INTERNATIONAL SCHOOL, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

321

Accounts w/ balance

Plan assets (EOY)

$649K

Net assets (EOY)

$649K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHRUB OAK INTERNATIONAL SCHOOL, LLC.

Plan sponsor

Name

SHRUB OAK INTERNATIONAL SCHOOL, LLC

EIN

35-2561640

Address

3151 STONEY STREET · MOHEGAN LAKE, NY · 10547

Phone

(914) 885-0110

Industry

Educational Servicessee 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

2025-04-11

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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