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Original filing (PDF)20260225105046NAL0005876306001
THE PINE SCHOOL
Form 5500-SF
FILING_RECEIVED
THE PINE SCHOOL 401(K)PLAN
403(b) retirement plan
Signals · 1
Late filing · 9.3 mo
Active participants
81
Accounts w/ balance
78
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
Plan health score (directional)
81
/ 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
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 9.3 months past the 10.5-month grace window.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE PINE SCHOOL.
Plan sponsor
Name
THE PINE SCHOOL
EIN
59-1276282
Address
12350 SE FEDERAL HWY · HOBE SOUND, FL · 33455
Phone
(772) 675-7005
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
2026-02-25
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.