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Original filing (PDF)20250614144439NAL0018317793001

CHARLES ARMSTRONG SCHOOL

Form 5500
FILING_RECEIVED
CHARLES ARMSTRONG SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
134
Accounts w/ balance
247
Plan assets (EOY)
$22.7M
Net assets (EOY)
$22.7M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHARLES ARMSTRONG SCHOOL.
Plan sponsor
Name
CHARLES ARMSTRONG SCHOOL
EIN
94-1666217
Address
1405 SOLANA DRIVE · BELMONT, CA · 94002
Phone
(650) 592-7570
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-14
Pension benefit codes
2L · 403(b)(1) annuity
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

1 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
TIAA13-1624203—RECORDKEEPER$578—

Investments

1 pooled fund· $400K(2% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

InvestmentTypeCurrent value% of plan
TIAA REAL ESTATE
TIAA-CREF · EIN 13-1624203 / PN 004
Pooled Separate Account
$400K1.8%

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