Original filing (PDF)20250731175925NAL0006414961001

THE BRANCH SCHOOL

Name: THE BRANCH SCHOOL — THE BRANCH SCHOOL 401(K) PLAN, Form 5500 (2024)
Creator: THE BRANCH SCHOOL

Form 5500-SF

FILING_RECEIVED

THE BRANCH SCHOOL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 BRANCH SCHOOL.

Plan sponsor

Name

THE BRANCH SCHOOL

EIN

74-1913968

Address

1424 SHERWOOD FOREST · HOUSTON, TX · 77043

Phone

(713) 465-0288

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

2025-07-31

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

ARCHIVES FOR RESEARCH IN ARCHETYPAL SYMBOLISM

TIAA-CREF

$1.3M · 2 participants

NEWARK CENTER FOR CREATIVE LEARNING

NEWARK CENTER FOR CREATIVE LEARNING 401K PLAN

$1.3M · 34 participants

HEAD START CHILD & FAMILY DEVELOPME

HEAD START CHILD & FAMILY DEVELOPMENT PROGRAM, INC. 401(K) PROFIT SHARING PLAN

$1.3M · 90 participants

THE VILLAGE SCHOOL OF NORTH BENNINGTON

VILLAGE SCHOOL OF NORTH BENNINGTON 403(B) PLAN

$1.3M · 30 participants

AN ACHIEVABLE DREAM, INC.