Original filing (PDF)20250502110117NAL0006892960001

HERITAGE CHRISTIAN SCHOOLS

Name: HERITAGE CHRISTIAN SCHOOLS — HERITAGE CHRISTIAN SCHOOLS RETIREMENT PLAN, Form 5500 (2024)
Creator: HERITAGE CHRISTIAN SCHOOLS

Form 5500-SF

FILING_RECEIVED

HERITAGE CHRISTIAN SCHOOLS RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HERITAGE CHRISTIAN SCHOOLS.

Plan sponsor

Name

HERITAGE CHRISTIAN SCHOOLS

EIN

39-1255868

Address

3500 S GLEN PARK ROAD · NEW BERLIN, WI · 53151

Phone

(262) 432-0333

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

2025-05-02

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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