Back to filter
Original filing (PDF)20251117150639NAL0002296832001
BERTSCHI SCHOOL
Form 5500-SF
FILING_RECEIVED
BERTSCHI SCHOOL DC RETIREMENT PLAN
403(b) retirement plan
Active participants
64
Accounts w/ balance
64
Plan assets (EOY)
$11.9M
Net assets (EOY)
$11.9M
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 BERTSCHI SCHOOL.
Plan sponsor
Name
BERTSCHI SCHOOL
EIN
91-0975541
Address
2227 10TH AVE E · SEATTLE, WA · 981024107
Phone
(206) 442-6859
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
2025-11-17
Pension benefit codes
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial 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
MEASUREMENT INCORPORATED
MEASUREMENT INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN
$11.9M · 258 participants
TLC-THE TREATMENT AND LEARNING CENTERS INC.
THE TREATMENT & LEARNING CENTERS INC. 403B TAX DEFERRED ANNUITY PLAN
$11.9M · 229 participants
WESTERN RESERVE ACADEMY
WESTERN RESERVE ACADEMY EMPLOYEE RETIREMENT PLAN
$11.9M · 119 participants
THE RUGBY SCHOOL, INC.
EMPLOYEE BENEFIT PLAN OF THE RUGBY SCHOOL, INC.
$11.9M · 57 participants
SEATTLE PACIFIC UNIVERSITY
EMERITI RETIREE HEALTH PLAN FOR SEATTLE PACIFIC UNIVERSITY
$11.9M · 308 participants
MINACT, INC.
MINACT, INC. RETIREMENT INCOME PLAN
$11.9M · 406 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants