Original filing (PDF)20230322062225NAL0057598482001

LOWELL WHITEMAN SCHOOL

Name: LOWELL WHITEMAN SCHOOL — LOWELLWHITEMAN SCHOOL TIAA-CREF RETIREMENT DC PLAN, Form 5500 (2022)
Creator: LOWELL WHITEMAN SCHOOL

Form 5500-SF

FILING_RECEIVED

LOWELLWHITEMAN SCHOOL TIAA-CREF RETIREMENT DC PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 LOWELL WHITEMAN SCHOOL.

Plan sponsor

Name

LOWELL WHITEMAN SCHOOL

DBA

STEAMBOAT MOUNTAIN SCHOOL

EIN

84-0469317

Address

42605 COUNTY ROAD 36 · STEAMBOAT SPRINGS, CO · 804879215

Phone

(970) 879-1350

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

364

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-03-22

Pension benefit codes

2L · 403(b)(1) annuity

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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