How big is Notre DAME High School's plan?

Notre DAME High School's plan reported $15.5M in assets and 104 participants for 2024.

Original filing (PDF)20251001183011NAL0006060131001

Notre DAME High School

Name: Notre DAME High School — Notre DAME High School, Form 5500 (2024)
Creator: Notre DAME High School
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Notre DAME High School 401(k) Retirement Plan

401(k) retirement plan · Notre DAME High School's Notre DAME High School 401(k) Retirement Plan held $15.5M in plan assets for 104 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Late participant contributions

Active participants

104

Accounts w/ balance

127

Plan assets (EOY)

$15.5M

Net assets (EOY)

$15.5M

People on this filing

ANA LIZA Peregoy signed Notre DAME High School's 2024 Form 5500 as plan administrator.

ANA LIZA Peregoy — 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

Notre DAME High School's EIN is 94-1275235.

EIN 94-1275235

Plan number 002

Plan year 2024

ACK ID 20251001183011NAL0006060131001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NOTRE DAME HIGH SCHOOL.

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How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).

Plan sponsor

Name

NOTRE DAME HIGH SCHOOL

EIN

all filings

Address

596 SOUTH 2ND STREET · SAN JOSE, CA · 95112

Phone

(408) 294-1113

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

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)

2A · Age/service weighted or new comparability

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

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$19K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CBIZ FINANCIAL SOLUTIONS INC	52-1396995	—	ADVISOR/INVESTMENT ADVIS	$33K	—

Investments

33 direct securities· $15.5M(100% of reported assets)

Mutual Funds

$10.6M

19 holdings

Common Collective Trusts

$3.1M

4 holdings

Other securities

$1.7M

7 holdings

Common Stocks

$85K

2 holdings

Bonds / Notes

$12K

1 holding

					% of plan
Calvert US Large Cap Core Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.0M	12.8%
American Funds 2025 Target Date Fund Mutual Fund	Mutual Funds	—	—	$1.5M	9.6%
American Funds 2040 Target Date Fund Mutual Fund	Mutual Funds	—	—	$1.4M	9.2%
American Funds 2050 Target Date Fund Mutual Fund	Mutual Funds	—	—	$1.4M	9.0%
American Funds 2030 Target Date Fund Mutual Fund	Mutual Funds	—	—	$1.3M	8.3%
American Funds 2035 Target Date Fund Mutual Fund	Mutual Funds	—	—	$1.1M	7.2%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.0M	6.4%
American Funds 2045 Target Date Fund Mutual Fund	Mutual Funds	—	—	$849K	5.5%
Putnam Global Technology Fund Mutual Fund	Mutual Funds	—	—	$765K	4.9%
American Funds 2055 Target Date Fund Mutual Fund	Mutual Funds	—	—	$663K	4.3%
JP Morgan Large Cap Growth Fund Mutual Fund	Other securities	—	—	$584K	3.8%
Fidelity Government Money Market Fund Mutual Fund	Mutual Funds	—	—	$521K	3.4%
Victory Sycamore Established Value Fund Mutual Fund	Other securities	—	—	$496K	3.2%
American Funds 2020 Target Date Fund Mutual Fund	Mutual Funds	—	—	$414K	2.7%
Columbia Corporate Income Fund Mutual Fund	Other securities	—	—	$330K	2.1%
American Funds 2060 Target Date Fund Mutual Fund	Mutual Funds	—	—	$208K	1.3%
American Funds New World Fund Mutual Fund	Mutual Funds	—	—	$151K	1.0%
Cohen & Steers Real Estate Securities Fund Mutual Fund	Other securities	—	—	$124K	0.8%
Neuberger Berman Large Cap Value Fund Mutual Fund	Other securities	—	—	$118K	0.8%
American Funds 2065 Target Date Fund Mutual Fund	Mutual Funds	—	—	$111K	0.7%
JP Morgan US Small Company Fund Mutual Fund	Common Stocks	—	—	$84K	0.5%
American Funds EuroPacific Growth Fund Mutual Fund	Mutual Funds	—	—	$78K	0.5%
JP Morgan Equity Income Fund Mutual Fund	Other securities	—	—	$74K	0.5%
American Funds New Perspective Fund Mutual Fund	Mutual Funds	—	—	$59K	0.4%
Janus Henderson Balanced Fund Mutual Fund	Mutual Funds	—	—	$43K	0.3%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$42K	0.3%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$41K	0.3%
PIMCO Income Fund Mutual Fund	Mutual Funds	—	—	$26K	0.2%
American Funds US Government Securities Fund Mutual Fund	Mutual Funds	—	—	$14K	<0.1%
Participant Loans/Notes receivable from * participants Interest rate at 4.50%	Bonds / Notes	—	—	$12K	<0.1%
Janus Henderson Enterprise Fund Mutual Fund	Mutual Funds	—	—	$6K	<0.1%
BlackRock Inflation Protected Bond Fund Mutual Fund	Other securities	—	—	$4K	<0.1%
Victory Sycamore Small Company Opportunity Fd Mutual Fund	Common Stocks	—	—	$2K	<0.1%