How big is The University School's plan?

The University School's plan reported $33K in assets and 15 participants for 2024.

Original filing (PDF)20250728105015NAL0003102898001

The University School

Name: The University School — The University School 401(k), Form 5500 (2024)
Creator: The University School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The University School 401(k) Plan

401(k) retirement plan · The University School's The University School 401(k) Plan held $33K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$33K

Net assets (EOY)

$33K

People on this filing

Nicole Lockerman signed The University School's 2024 Form 5500 as plan administrator.

Nicole Lockerman — Plan Administrator — Form 5500 signer
The University School — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The University School's EIN is 47-3794309.

EIN 47-3794309

Plan number 001

Plan year 2024

ACK ID 20250728105015NAL0003102898001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The University School from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The University School's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off