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FRIENDS SCHOOL INC. (CO) — FRIENDS SCHOOL RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251211132302NAL0007340880001
FRIENDS SCHOOL INC. (CO)
Form 5500-SF
FILING_RECEIVED
FRIENDS SCHOOL RETIREMENT PLAN
403(b) retirement plan
Active participants
30
Accounts w/ balance
52
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FRIENDS SCHOOL INC. (CO)
.
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Plan sponsor
Name
FRIENDS SCHOOL INC. (CO)
EIN
84-1087693
Address
5465 PENNSYLVANIA AVE. · BOULDER, CO · 803032853
Phone
(303) 499-1999
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-09-01
Tax period
2025-08-31
Filed
2025-12-11
Pension benefit codes
2L · 403(b)(1) annuity
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
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 providers
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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.
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