Original filing (PDF)20251210105707NAL0005450240001

MILLWOOD SCHOOL

Name: MILLWOOD SCHOOL — MILLWOOD SCHOOL 403(B) PLAN, Form 5500 (2024)
Creator: MILLWOOD SCHOOL

Form 5500-SF

FILING_RECEIVED

MILLWOOD SCHOOL 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILLWOOD SCHOOL.

Plan sponsor

Name

MILLWOOD SCHOOL

EIN

54-1478939

Address

15100 MILLWOOD SCHOOL LN · MIDLOTHIAN, VA · 231122278

Phone

(804) 639-3200

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-09-01

Tax period

2025-08-31

Filed

2025-12-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

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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