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MANZANITA SCHOOL AND INSTITUTE — MANZANITA SCHOOL 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251006171328NAL0002263971001
MANZANITA SCHOOL AND INSTITUTE
Form 5500-SF
FILING_RECEIVED
MANZANITA SCHOOL 403(B) PLAN
401(k) retirement plan
Active participants
44
Accounts w/ balance
30
Plan assets (EOY)
$787K
Net assets (EOY)
$787K
Plan health score (directional)
86
/ 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
MANZANITA SCHOOL AND INSTITUTE
.
Find decision makers
Plan sponsor
Name
MANZANITA SCHOOL AND INSTITUTE
EIN
46-3781209
Address
1717 OLD TOPANGA CYN RD · TOPANGA, CA · 90290
Phone
(714) 767-6755
Industry
Educational Services
see all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
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80
Knocking points off
68% balance-to-active ratio — below typical for a healthy 401(k).
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.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
HOGAR INFANTIL CHILD DEVELOPMENT
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$125.0B
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BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
