Back to filter
Original filing (PDF)20251105181947NAL0011027409001
CHARTWELL SCHOOL
Form 5500-SF
FILING_RECEIVED
CHARTWELL SCHOOL 403(B) DC PLAN
403(b) retirement plan
Active participants
82
Accounts w/ balance
87
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHARTWELL SCHOOL.
Plan sponsor
Name
CHARTWELL SCHOOL
EIN
77-0119013
Address
2511 NUMA WATSON ROAD · SEASIDE, CA · 93955
Phone
(831) 394-3468
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
2025-11-05
Pension benefit codes
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
Similar-size Educational Services plans
GLENWOOD ACADEMY
GLENWOOD ACADEMY EMPLOYEES DEFINED BENEFIT RETIREMENT PLAN
$4.4M · 7 participants
GATEWAY SCHOOL
GATEWAY SCHOOL DC RETIREMENT PLAN
$4.4M · 55 participants
CENTRAL VALLEY OPPORTUNITY CENTER, INCORPORATED
EMPLOYEE BENEFIT PLAN OF CENTRAL VALLEY OPPORTUNITY CENTER, INCORPORATED
$4.5M · 84 participants
HEAD START OF WASHINGTON COUNTY INC
HEAD START OF WASHINGTON COUNTY INC EHS 403(B) RETIREMENT PLAN
$4.4M · 44 participants
INSTITUTO COMERCIAL DE PUERTO RICO, INC. D/B/A ICPR JUNIOR COLLEGE
INSTITUTO COMERCIAL DE PUERTO RICO, INC. DBA ICPR COLLEGE RETIREMENT PLAN
$4.5M · 127 participants
THE WESTFIELD SCHOOL INC.
THE WESTFIELD SCHOOL INC. TAX DEFERRED ANNUITY PLAN
$4.5M · 126 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B