How big is Friends School Inc. (Co)'s plan?

Friends School Inc. (Co)'s plan reported $4.6M in assets and 30 participants for 2024.

Original filing (PDF)20251211132302NAL0007340880001

Friends School Inc. (Co)

Name: Friends School Inc. (Co) — Friends School Retirement, Form 5500 (2024)
Creator: Friends School Inc. (Co)
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Friends School Retirement Plan

403(b) retirement plan · Friends School Inc. (Co)'s Friends School Retirement Plan held $4.6M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

Heidi Halpern signed Friends School Inc. (Co)'s 2024 Form 5500 as plan administrator.

Heidi Halpern — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Friends School Inc. (Co)'s EIN is 84-1087693.

EIN 84-1087693

Plan number 001

Plan year 2024

ACK ID 20251211132302NAL0007340880001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Friends School Inc. (Co) from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Friends School Inc. (Co)'s plan includes a 403(b) annuity, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FRIENDS SCHOOL INC. (CO).

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

FRIENDS SCHOOL INC. (CO)

EIN

all filings

Address

5465 PENNSYLVANIA AVE. · BOULDER, CO · 803032853

Phone

(303) 499-1999

Industry

Educational Services

Plan administrator