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HAPPY HALL SCHOOL, INC. — HAPPY HALL SCHOOL 401(K) PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20231016104824NAL0050651360001
HAPPY HALL SCHOOL, INC.
Form 5500-SF
FILING_RECEIVED
HAPPY HALL SCHOOL 401(K) PLAN
401(k) retirement plan
Active participants
50
Accounts w/ balance
9
Plan assets (EOY)
$218K
Net assets (EOY)
$218K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
HAPPY HALL SCHOOL, INC.
.
Find decision makers
Plan sponsor
Name
HAPPY HALL SCHOOL, INC.
EIN
94-1552733
Address
233 SANTA INEZ AVENUE · SAN BRUNO, CA · 94066
Phone
(408) 210-4241
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Only 18% as many balances as active participants — suggests many active employees aren't deferring.
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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