· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NORTH BRIDGE ACADEMY — NORTH BRIDGE ACADEMY 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250502105843NAL0009403906001
NORTH BRIDGE ACADEMY
Form 5500-SF
FILING_RECEIVED
NORTH BRIDGE ACADEMY 403(B) PLAN
Defined-contribution retirement plan
Active participants
32
Accounts w/ balance
33
Plan assets (EOY)
$493K
Net assets (EOY)
$493K
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
NORTH BRIDGE ACADEMY
.
Find decision makers
Plan sponsor
Name
NORTH BRIDGE ACADEMY
EIN
47-3823645
Address
17 BUENA VISTA AVE · MILL VALLEY, CA · 94941
Phone
(415) 462-5657
Industry
Educational Services
see 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
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
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.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
FIRST COMMAND EDUCATIONAL FOUNDATION
FIRST COMMAND EDUCATIONAL FOUNDATION 401(K) AND PROFIT SHARING PLAN
$493K · 6 participants
FARMINGTON ACADEMY, INC.
FARMINGTON ACADEMY, INC. RETIREMENT PLAN
$493K · 9 participants
DESIGNLAB LEARNING, INC.
DESIGNLAB 401(K) PLAN
$492K · 9 participants
BEACON CHARTER SCHOOL CORP.
BEACON CHARTER 403(B) PLAN
$494K · 76 participants
ALABAMA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS
AASBO 401K PLAN
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.
$492K · 3 participants
DIRECT LEARNING SYSTEMS, INC.
DIRECT LEARNING SYSTEMS 401(K) PLAN
$492K · 19 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
