How big is The Sterne School's plan?

The Sterne School's plan reported $3.2M in assets and 35 participants for 2024.

Original filing (PDF)20250603114031NAL0010673889001

The Sterne School

Name: The Sterne School — The Sterne School Retirement, Form 5500 (2024)
Creator: The Sterne School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Sterne School Retirement Plan

403(b) retirement plan · The Sterne School's The Sterne School Retirement Plan held $3.2M in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Danielle Bonequi signed The Sterne School's 2024 Form 5500 as plan administrator.

Danielle Bonequi — 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

The Sterne School's EIN is 94-2371065.

EIN 94-2371065

Plan number 001

Plan year 2024

ACK ID 20250603114031NAL0010673889001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Sterne School's plan includes a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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 (95th percentile).

Plan sponsor

Name

THE STERNE SCHOOL

EIN

all filings

Address

838 KEARNY STREET · SAN FRANCISCO, CA · 94108

Phone

(415) 922-6081

Industry

Educational Services

Plan administrator