How big is Lake Highland Preparatory School's plan?

Lake Highland Preparatory School's plan reported $36.4M in assets and 378 participants for 2023.

Original filing (PDF)20250317095612NAL0001592177001

Lake Highland Preparatory School

Name: Lake Highland Preparatory School — Lake Highland, Form 5500 (2023)
Creator: Lake Highland Preparatory School
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Lake Highland Preparatory School 403(b) Plan

403(b) retirement plan · Lake Highland Preparatory School's Lake Highland Preparatory School 403(b) Plan held $36.4M in plan assets for 378 participants in 2023, with Principal as recordkeeper.

Active participants

378

Accounts w/ balance

439

Plan assets (EOY)

$36.4M

Net assets (EOY)

$36.4M

Plan identifiers

Lake Highland Preparatory School's EIN is 59-0624431.

EIN 59-0624431

Plan number 003

Plan year 2023

ACK ID 20250317095612NAL0001592177001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Lake Highland Preparatory School from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Lake Highland Preparatory School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

LAKE HIGHLAND PREPARATORY SCHOOL

EIN

all filings

Address

901 HIGHLAND AVENUE · ORLANDO, FL · 328033233

Phone

(407) 206-1900

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-03-17

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

ARMANINO, LLP

Trustee / custodian

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$26K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAYMOND JAMES FINANCIAL SERVICES	59-2937883	—	INVESTMENT ADVISORY	$22K	—
WILSHIRE ASSOCIATES INCORPORATED

Investments

33 direct securities· $36.4M(100% of reported assets)

Mutual Funds

$26.4M

13 holdings

Other securities

$5.3M

13 holdings

Common Collective Trusts

$4.3M

5 holdings

Common Stocks

$392K

2 holdings

					% of plan
American Funds 2030 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$7.4M	20.3%
American Funds 2040 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$6.8M	18.7%
American Funds 2050 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$5.6M	15.4%
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$2.9M	8.1%
American Funds 2020 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$1.8M	4.9%
Growth Fund of America/The Mutual fund	Other securities	—	—	$1.5M	4.1%
American Funds 2035 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$1.2M	3.4%
Principal Guaranteed Option Guaranteed interest account	Other securities	—	—	$835K	2.3%
American US Government Securities Fund Mutual fund	Other securities	—	—	$761K	2.1%
American Funds 2055 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$743K	2.0%
American Funds 2045 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$719K	2.0%
American Funds 2060 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$551K	1.5%
Calvert US Large Cap Core Responsible Index Fund Mutual fund	Common Collective Trusts	—	—	$546K	1.5%
American Funds 2015 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$497K	1.4%
Principal Equity Income Fund Mutual fund	Other securities	—	—	$461K	1.3%
New Perspective Fund Mutual fund	Other securities	—	—	$379K	1.0%
Fidelity US Bond Index Mutual fund	Mutual Funds	—	—	$361K	1.0%
American Funds 2010 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$359K	1.0%
Fidelity Small Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$328K	0.9%
EuroPacific Growth Fund Mutual fund	Other securities	—	—	$298K	0.8%
Principal Mid Cap Fund Mutual fund	Other securities	—	—	$284K	0.8%
Fidelity Mid Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$268K	0.7%
Principal Mid Cap Value Fund I Mutual fund	Other securities	—	—	$257K	0.7%
New World Fund Inc Mutual fund	Common Stocks	—	—	$240K	0.7%
Fidelity International Index Fund Mutual fund	Common Collective Trusts	—	—	$234K	0.6%
Pioneer Strategic Income Fund Mutual fund	Other securities	—	—	$197K	0.5%
American Funds 2025 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$170K	0.5%
Principal Small Cap Growth Fund I Mutual fund	Other securities	—	—	$159K	0.4%
Principal Investors Fund Inc - Real Estate Security Mutual fund	Common Stocks	—	—	$152K	0.4%
American Funds 2065 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$142K	0.4%
Principal Mid Cap Growth Fund Mutual fund	Other securities	—	—	$115K	0.3%
Principal Small Cap Fund Mutual fund	Other securities	—	—	$98K	0.3%
Allspring Special Small Cap Value Fund Mutual fund	Other securities	—	—	$12K	<0.1%