Original filing (PDF)20250411135310NAL0036096496001

THE WESTFIELD SCHOOL INC.

Name: THE WESTFIELD SCHOOL INC. — THE WESTFIELD SCHOOL INC. TAX DEFERRED ANNUITY PLAN, Form 5500 (2023)
Creator: THE WESTFIELD SCHOOL INC.

Form 5500-SF

FILING_RECEIVED

THE WESTFIELD SCHOOL INC. TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Signals · 1

No auditor on file

Active participants

126

Accounts w/ balance

111

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE WESTFIELD SCHOOL INC..

Plan sponsor

Name

THE WESTFIELD SCHOOL INC.

EIN

58-1092735

Address

2005 HWY 41 · PO BOX 2300 · PERRY, GA · 31069

Phone

(478) 987-0547

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-11

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

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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