· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SCATTERGOOD FRIENDS SCHOOL — SCATTERGOOD FRIENDS SCHOOL RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250724144513NAL0005655089002
SCATTERGOOD FRIENDS SCHOOL
Form 5500-SF
FILING_RECEIVED
SCATTERGOOD FRIENDS SCHOOL RETIREMENT PLAN
403(b) retirement plan
Active participants
20
Accounts w/ balance
51
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SCATTERGOOD FRIENDS SCHOOL
.
Find decision makers
Plan sponsor
Name
SCATTERGOOD FRIENDS SCHOOL
EIN
42-0698192
Address
1951 DELTA AVE · WEST BRANCH, IA · 52358
Phone
(319) 643-7601
Industry
Educational Services
see 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
2025-07-24
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
CALVIN HILL DAY CARE CENTER
CALVIN HILL DAY CARE CENTER TIAA-CREF TAX DEFERRED ANNUNITY PLAN
$1.3M · 9 participants
GERMAN INTERNATIONAL SCHOOL CHIC
GERMAN INTERNATIONAL SCHOOL CHICAGO 401K PLAN
$1.3M · 41 participants
MISSISSIPPI CONSTRUCTION EDUCATION FOUNDATION
MISSISSIPPI CONSTRUCTION EDUCATION FOUNDATION 401(K) PLAN
$1.3M · 7 participants
DAVIS-STUART, INC.
DAVIS-STUART, INC. 403(B) PLAN
$1.3M · 58 participants
THE RYMAN-CARROLL FOUNDATION
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
THE RYMAN-CARROLL FOUNDATION 403(B) PLAN
$1.3M · 8 participants
COMMUNITIES IN SCHOOLS OF ATLANTA INC.
COMMUNITIES IN SCHOOLS OF ATLANTA 403B PLAN
$1.3M · 99 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B
