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Original filing (PDF)20251015134120NAL0002506403001
THE PRIMARY SCHOOL
Form 5500
FILING_RECEIVED
THE PRIMARY SCHOOL 401(K) PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
155
Accounts w/ balance
180
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "BLACKROCK LIFEPATH INDEX 2050 K Registered Investment Company" is 26% of plan.
Helping the score
- Below-peer total fees (21 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE PRIMARY SCHOOL.
Plan sponsor
Name
THE PRIMARY SCHOOL
EIN
36-4858582
Address
2086 CLARKE AVENUE · EAST PALO ALTO, CA · 94303
Phone
(510) 375-7476
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $11K | — |
Investments
20 direct securities· $5.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH INDEX 2050 K Registered Investment Company | — | — | — | $1.3M | 26.2% | |
| BLACKROCK LIFEPATH INDEX 2055 K Registered Investment Company | — | — | — | $931K | 18.5% | |
| BLACKROCK LIFEPATH INDEX 2060 K Registered Investment Company | — | — | — | $762K | 15.2% | |
| BLACKROCK LIFEPATH INDEX 2045 K Registered Investment Company | — | — | — | $674K | 13.4% | |
| BLACKROCK LIFEPATH INDEX 2030 K Registered Investment Company | — | — | — | $230K | 4.6% | |
| BLACKROCK LIFEPATH INDEX 2040 K Registered Investment Company | — | — | — | $222K | 4.4% | |
| FIDELITY TOTAL MARKET INDEX Registered Investment Company | — | — | — | $219K | 4.4% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT K Registered Investment Company | — | — | — | $144K | 2.9% | |
| BLACKROCK LIFEPATH INDEX 2065 K Registered Investment Company | — | — | — | $121K | 2.4% | |
| BLACKROCK LIFEPATH INDEX 2035 K Registered Investment Company | — | — | — | $89K | 1.8% | |
| FEDERATED HERMES GOVT OBL ADVISOR Registered Investment Company | — | — | — | $64K | 1.3% | |
| JPMORGAN MID CAP GROWTH R6 Registered Investment Company | — | — | — | $47K | 0.9% | |
| PIMCO RAE US SMALL INSTL Registered Investment Company | — | — | — | $46K | 0.9% | |
| FIDELITY 500 INDEX Registered Investment Company | — | — | — | $46K | 0.9% | |
| FIDELITY LARGE CAP GROWTH INDEX Registered Investment Company | — | — | — | $45K | 0.9% | |
| FIDELITY INTERNATIONAL INDEX Registered Investment Company | — | — | — | $21K | 0.4% | |
| maturing through November 2027 | — | — | — | $15K | 0.3% | |
| FIDELITY SMALL CAP INDEX Registered Investment Company | — | — | — | $12K | 0.2% | |
| FIDELITY MID CAP INDEX Registered Investment Company | — | — | — | $12K | 0.2% | |
| FIDELITY INFLATION PROTECTED BOND INDEX Registered Investment Company | — | — | — | $11K | 0.2% |
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