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WAKEFIELD COUNTRY DAY SCHOOL, INC. AT HUNTLY — WAKEFIELD COUNTRY DAY SCHOOL 401K PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250117095126NAL0040886624001
WAKEFIELD COUNTRY DAY SCHOOL, INC. AT HUNTLY
Form 5500-SF
FILING_RECEIVED
WAKEFIELD COUNTRY DAY SCHOOL 401K PLAN
401(k) retirement plan
Active participants
42
Accounts w/ balance
17
Plan assets (EOY)
$730K
Net assets (EOY)
$730K
Plan health score (directional)
84
/ 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
100
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 COUNTRY DAY SCHOOL, INC. AT HUNTLY
.
Find decision makers
Plan sponsor
Name
WAKEFIELD COUNTRY DAY SCHOOL, INC. AT HUNTLY
EIN
54-1595242
Address
P.O. BOX 739 · FLINT HILL, VA · 226270739
Phone
(540) 635-8555
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
2025-01-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Only 40% 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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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