How big is School Management Services, LLC's plan?

School Management Services, LLC's plan reported $2.5M in assets and 39 participants for 2024.

Original filing (PDF)20250618193516NAL0002714993001

School Management Services, LLC

Name: School Management Services, LLC — School Management, Form 5500 (2024)
Creator: School Management Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

School Management Services Retirement Plan

401(k) retirement plan · School Management Services, LLC's School Management Services Retirement Plan held $2.5M in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Megan Petri signed School Management Services, LLC's 2024 Form 5500 as plan administrator.

Megan Petri — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

School Management Services, LLC's EIN is 56-2545979.

EIN 56-2545979

Plan number 001

Plan year 2024

ACK ID 20250618193516NAL0002714993001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for School Management Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

School Management Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHOOL MANAGEMENT SERVICES, LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score