Original filing (PDF)20240918120210NAL0002557699001

THE BODINE SCHOOL

Name: THE BODINE SCHOOL — THE BODINE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2023)
Creator: THE BODINE SCHOOL

Form 5500-SF

FILING_RECEIVED

THE BODINE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 THE BODINE SCHOOL.

Plan sponsor

Name

THE BODINE SCHOOL

EIN

62-0868869

Address

2432 YESTER OAKS DR · GERMANTOWN, TN · 381396420

Phone

(901) 754-1800

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2024-09-18

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

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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