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Original filing (PDF)20251126113239NAL0006938176001
THE PRIMARY SCHOOL LABS
Form 5500
FILING_RECEIVED
THE PRIMARY SCHOOL 401(K) PLAN
401(k) retirement plan
Signals · 3
Late filing · 36.3 mo42% in single holdingNo recordkeeper disclosed
Active participants
141
Accounts w/ balance
174
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
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)
80
/ 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
75
Concentration risk
79
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Filed 36.3 months past the 10.5-month grace window.
- Top holding "Vanguard Total Stock Mkt Idx Adm Registered Investment Company" is 42% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE PRIMARY SCHOOL LABS.
Plan sponsor
Name
THE PRIMARY SCHOOL LABS
EIN
37-1975407
Address
2086 CLARKE AVENUE · EAST PALO ALTO, CA · 94303
Phone
(650) 396-2779
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2021-01-01
Tax period
2021-12-31
Filed
2025-11-26
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MOSS ADAMS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
20 direct securities· $2.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm Registered Investment Company | — | — | — | $1.1M | 41.2% | |
| Vanguard Total Intl Stock Index Admiral Registered Investment Company | — | — | — | $690K | 26.4% | |
| Vanguard Real Estate Index Admiral Registered Investment Company | — | — | — | $223K | 8.5% | |
| Vanguard Total Bond Market Index Adm Registered Investment Company | — | — | — | $217K | 8.3% | |
| Vanguard 500 Index Admiral Registered Investment Company | — | — | — | $108K | 4.1% | |
| Vanguard Growth Index Admiral Registered Investment Company | — | — | — | $102K | 3.9% | |
| Vanguard Total Intl Bd Idx Admiral Registered Investment Company | — | — | — | $95K | 3.7% | |
| TIAA-CREF Core Impact Bond Premier Registered Investment Company ** 126 TIAA-CREF Social Choice EQ Premier Registered Investment Company | — | — | — | $27K | 1.0% | |
| Vanguard Shrt-term Infl-prot Sec Idx Adm Registered Investment Company | — | — | — | $5K | 0.2% | |
| maturing through December 2022 - | — | — | — | $4K | 0.2% | |
| Vanguard Long-term Bond Index Admiral Registered Investment Company ** 124 Vanguard Mid-cap Growth Index Admiral Registered Investment Company | — | — | — | $4K | 0.2% | |
| Vanguard Small Cap Growth Index Admiral Registered Investment Company | — | — | — | $4K | 0.2% | |
| Vanguard Emerging Mkts Stock Idx Adm Registered Investment Company | — | — | — | $4K | 0.2% | |
| DFA Global Real Estate Securities Port Registered Investment Company | — | — | — | $3K | 0.1% | |
| Vanguard Value Index Adm Registered Investment Company | — | — | — | $3K | 0.1% | |
| Vanguard Mid-cap Value Index Admiral Registered Investment Company | — | — | — | $3K | 0.1% | |
| Vanguard FTSE Social Index Admiral Registered Investment Company | — | — | — | $3K | 0.1% | |
| Vanguard Small Cap Value Index Admiral Registered Investment Company | — | — | — | $3K | 0.1% | |
| DFA Emerging Markets Small Cap I Registered Investment Company | — | — | — | $3K | 0.1% | |
| DFA Emerging Markets Value I Registered Investment Company | — | — | — | $3K | <0.1% |
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