Original filing (PDF)20250625093709NAL0019030818001

SCHOOL OF THE WOODS

Name: SCHOOL OF THE WOODS — SCHOOL OF THE WOODS 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: SCHOOL OF THE WOODS

Form 5500-SF

FILING_RECEIVED

SCHOOL OF THE WOODS 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.9M

Net assets (EOY)

$8.9M

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

SCHOOL OF THE WOODS

EIN

74-1473443

Address

1321 WIRT ROAD · HOUSTON, TX · 77055

Phone

(713) 484-9680

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC.

ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN

$8.9M · 66 participants

INSTITUTE FOR THE REDESIGN OF LEARNING

INSTITUTE FOR THE REDESIGN OF LEARNING 403(B) PROFIT/GAIN SHARING PLAN

$8.9M · 299 participants

ST MICHAELS COUNTRY DAY SCHOOL

ST MICHAELS COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

$9.0M · 62 participants

FLORIDA COLLEGE, INC.

FLORIDA COLLEGE, INC. RETIREMENT PLAN & TRUST

$8.9M · 199 participants