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WAKEFIELD SCHOOL, INC. — WAKEFIELD SCHOOL 403(B) RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250714134247NAL0002807938001
WAKEFIELD SCHOOL, INC.
Form 5500-SF
FILING_RECEIVED
WAKEFIELD SCHOOL 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 1
Late filing · 2.0 mo
Active participants
91
Accounts w/ balance
101
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
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
92
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
WAKEFIELD SCHOOL, INC.
.
Find decision makers
Plan sponsor
Name
WAKEFIELD SCHOOL, INC.
EIN
54-1096344
Address
P O BOX 107 · 4439 OLD TAVERN RD · THE PLAINS, VA · 201982214
Phone
(540) 253-7544
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-07-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
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
Filed 2.0 months past the 10.5-month grace window.
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.
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