How big is University Lake School's plan?

University Lake School's plan reported $7.0M in assets and 53 participants for 2023.

Original filing (PDF)20250331130855NAL0010571154001

University Lake School

Name: University Lake School — University Lake School, Form 5500 (2023)
Creator: University Lake School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

University Lake School Defined Contribution Plan

403(b) retirement plan · University Lake School's University Lake School Defined Contribution Plan held $7.0M in plan assets for 53 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

People on this filing

Melissa Benson signed University Lake School's 2023 Form 5500 as plan administrator.

Melissa Benson — 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

University Lake School's EIN is 39-0942763.

EIN 39-0942763

Plan number 001

Plan year 2023

ACK ID 20250331130855NAL0010571154001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for University Lake School from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

University Lake School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

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

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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