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GREAT VALLEY ACADEMY — GREAT VALLEY ACADEMY 401(K) PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260127111356NAL0003788336001
GREAT VALLEY ACADEMY
Form 5500-SF
FILING_RECEIVED
GREAT VALLEY ACADEMY 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
107
Accounts w/ balance
44
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GREAT VALLEY ACADEMY
.
Find decision makers
Plan sponsor
Name
GREAT VALLEY ACADEMY
EIN
61-1506412
Address
3200 TULLY ROAD · MODESTO, CA · 95350
Phone
(209) 576-2283
Industry
Educational Services
see 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
2026-01-27
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
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AMPETRO, INC. DBA THAT'S DANCING 401(K) PLAN
$1.7M · 5 participants
CENTER FOR TRANSFORMATION & INNO
CENTER FOR TRANSFORMATION & INNOVATION, LLC EMPLOYEE SAVINGS
$1.7M · 6 participants
SALT LAKE ACADEMY HIGH SCHOOL
RETIREMENT INCOME SECURITY PLAN-SALT LAKE ACADEMY HIGH SCHOOL
$1.7M · 41 participants
NORTHAMPTON MONTESSORI SOCIETY, INC.
NORTHAMPTON MONTESSORI SOCIETY, INC. 401(K) PLAN
$1.7M · 44 participants
NAVAJO PREPARATORY SCHOOL, INC.
65
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 41% as many balances as active participants — suggests many active employees aren't deferring.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
NAVAJO PREPARATORY SCHOOL, INC. 401(K) PLAN
$1.7M · 107 participants
THE INTERNATIONAL CHARTER SCHOOL
THE INTERNATIONAL CHARTER SCHOOL 403(B)PENSION PLAN
$1.7M · 63 participants
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