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POWHATAN SCHOOL — POWHATAN SCHOOL 403B PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250806052650NAL0003310912001
POWHATAN SCHOOL
Form 5500-SF
FILING_RECEIVED
POWHATAN SCHOOL 403B PLAN
403(b) retirement plan
Active participants
107
Accounts w/ balance
80
Plan assets (EOY)
$7.3M
Net assets (EOY)
$7.3M
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
90
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
POWHATAN SCHOOL
.
Find decision makers
Plan sponsor
Name
POWHATAN SCHOOL
EIN
54-0758760
Address
49 POWHATAN LN · BOYCE, VA · 22620
Phone
(540) 837-5061
Industry
Other Services (ex. Public Admin)
see 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
2025-08-06
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
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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100
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
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.
DELTA ZETA SORORITY
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NG DB MT FIXED INCOME FUND
$13.0B
