Original filing (PDF)20250529132836NAL0014135840001

SEVEN PEAKS SCHOOL

Name: SEVEN PEAKS SCHOOL — SEVEN PEAKS SCHOOL 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: SEVEN PEAKS SCHOOL

Form 5500-SF

FILING_RECEIVED

SEVEN PEAKS SCHOOL 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 SEVEN PEAKS SCHOOL.

Plan sponsor

Name

SEVEN PEAKS SCHOOL

EIN

93-1200323

Address

19660 MOUNTAINEER WAY · BEND, OR · 977026500

Phone

(541) 382-7755

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

FACILITY SERVICES PARTNERS, INC.

FACILITY SERVICES PARTNERS, INC. 401(K) PROFIT SHARING PLAN

$1.5M · 70 participants

TRIPLE P AMERICA, INC.

TRIPLE P AMERICA, INC. 401(K) PLAN

$1.5M · 16 participants

MEDICAL LEARNING INSTITUTE, INC.

MEDICAL LEARNING INSTITUTE, INC 401K PS PLAN

$1.5M · 13 participants

BERKSHIRE COUNTRY DAY SCHOOL

TIAA-CREF DEFERRED ANNUITY ALL EMPLOYEES

$1.5M · 44 participants

MARIST COLLEGE

MARIST COLLEGE SUPPLEMENTAL HEALTH COVERAGE PLAN