How big is School Board Partners' plan?

School Board Partners' plan reported $89K in assets and 5 participants for 2023.

Original filing (PDF)20241015184032NAL0029399633001

School Board Partners

Name: School Board Partners — School Board Partners 403(b), Form 5500 (2023)
Creator: School Board Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

School Board Partners 403(b) Plan

403(b) retirement plan · School Board Partners' School Board Partners 403(b) Plan held $89K in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$89K

Net assets (EOY)

$89K

Plan identifiers

School Board Partners' EIN is 83-2568080.

EIN 83-2568080

Plan number 001

Plan year 2023

ACK ID 20241015184032NAL0029399633001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for School Board Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

School Board Partners' plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a 403(b) annuity.

Decision-maker contacts

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

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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

Knocking points off