Original filing (PDF)20251211121508NAL0007348274001

VANGUARD SCHOOL OF COCONUT GROVE, FLORIDA, INC.

Name: VANGUARD SCHOOL OF COCONUT GROVE, FLORIDA, INC. — VANGUARD SCHOOL OF COCONUT GROVE,FL INC 403(B)PLAN, Form 5500 (2024)
Creator: VANGUARD SCHOOL OF COCONUT GROVE, FLORIDA, INC.

Form 5500-SF

FILING_RECEIVED

VANGUARD SCHOOL OF COCONUT GROVE,FL INC 403(B)PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VANGUARD SCHOOL OF COCONUT GROVE, FLORIDA, INC..

Plan sponsor

Name

VANGUARD SCHOOL OF COCONUT GROVE, FLORIDA, INC.

EIN

59-2278231

Address

3939 MAIN HIGHWAY · COCONUT GROVE, FL · 331336512

Phone

(305) 445-7992

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-12-11

Pension benefit codes

2L · 403(b)(1) annuity

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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