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Original filing (PDF)20251118124242NAL0006437778001
THE HEIGHTS SCHOOL
Form 5500-SF
FILING_RECEIVED
THE HEIGHTS SCHOOL 403(B) PLAN
403(b) retirement plan
Active participants
84
Accounts w/ balance
92
Plan assets (EOY)
$18.0M
Net assets (EOY)
$18.0M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE HEIGHTS SCHOOL.
Plan sponsor
Name
THE HEIGHTS SCHOOL
EIN
52-1128002
Address
10400 SEVEN LOCKS ROAD · POTOMAC, MD · 20854
Phone
(301) 356-4300
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-11-18
Pension benefit codes
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
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 providersRelated plans
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