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Original filing (PDF)20250902074021NAL0008570291001

HIGHLAND SCHOOL, INC.

Form 5500-SF
FILING_RECEIVED
HIGHLAND SCHOOL 403B RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No auditor on file
Active participants
147
Accounts w/ balance
108
Plan assets (EOY)
$11.1M
Net assets (EOY)
$11.1M
Plan health score (directional)
77
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
  • No independent qualified public accountant (IQPA) named.
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 HIGHLAND SCHOOL, INC..
Plan sponsor
Name
HIGHLAND SCHOOL, INC.
EIN
54-0699812
Address
597 BROADVIEW AVE · WARRENTON, VA · 20186
Phone
(540) 878-2751
Industry
Educational Servicessee 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
2025-09-02
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
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

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