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LUNENBURG-NOTTOWAY EDUCATIONAL FOUN — KENSTON FOREST SCHOOL 401(K) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250617112040NAL0002813408001
LUNENBURG-NOTTOWAY EDUCATIONAL FOUN
Form 5500-SF
FILING_RECEIVED
KENSTON FOREST SCHOOL 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
108
Accounts w/ balance
31
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
81
/ 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
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
LUNENBURG-NOTTOWAY EDUCATIONAL FOUN
.
Find decision makers
Plan sponsor
Name
LUNENBURG-NOTTOWAY EDUCATIONAL FOUN
EIN
54-0800133
Address
75 RIDGE ROAD · BLACKSTONE, VA · 23824
Phone
(434) 292-7218
Industry
Educational Services
see all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 29% as many balances as active participants — suggests many active employees aren't deferring.
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.3M · 13 participants
NEW JERSEY CENTER FOR TEACHING &
NEW JERSEY CENTER FOR TEACHING & LEARNING, INC. 401(K) PLAN
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