How big is Seven Peaks School's plan?

Seven Peaks School's plan reported $1.5M in assets and 42 participants for 2024.

Original filing (PDF)20250529132836NAL0014135840001

Seven Peaks School

Name: Seven Peaks School — Seven Peaks School 401(k), Form 5500 (2024)
Creator: Seven Peaks School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Seven Peaks School 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Seven Peaks School's Seven Peaks School 401(k) Profit Sharing Plan & Trust held $1.5M in plan assets for 42 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Samuel Adams signed Seven Peaks School's 2024 Form 5500 as plan administrator.

Samuel Adams — 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

Seven Peaks School's EIN is 93-1200323.

EIN 93-1200323

Plan number 001

Plan year 2024

ACK ID 20250529132836NAL0014135840001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Seven Peaks School's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 (87th percentile).

Plan sponsor

Name

SEVEN PEAKS SCHOOL

EIN

all filings

Address

19660 MOUNTAINEER WAY · BEND, OR · 977026500

Phone

(541) 382-7755

Industry

Educational Services

Plan administrator