· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WOODLAND SCHOOL, INC. — WOODLAND SCHOOL RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251021131833NAL0000932289001
WOODLAND SCHOOL, INC.
Form 5500-SF
FILING_RECEIVED
WOODLAND SCHOOL RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
73
Accounts w/ balance
86
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WOODLAND SCHOOL, INC.
.
Find decision makers
Plan sponsor
Name
WOODLAND SCHOOL, INC.
EIN
94-2753220
Address
360 LA CUESTA DRIVE · PORTOLA VALLEY, CA · 94028
Phone
(650) 854-9065
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-10-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
ST BARNABAS EPISCOPAL SCHOOL, INC
ST BARNABAS EPISCOPAL SCHOOL 403(B) PLAN
$4.7M · 63 participants
NATIONAL UNIVERSITY SERVIES, INC
NATIONAL UNIVERSITY SERVICES, INC EMPLOYEES 401(K) PLAN
$4.7M · 319 participants
GOLDFISH SWIM SCHOOL, LLC
GOLDFISH SWIM SCHOOL, LLC 401(K) PROFIT SHARING PLAN & TRUST
$4.7M · 114 participants
MATH, ENGINEERING, AND SCIENCE ACADEMY (MESA) CHARTER HIGH SCHOOL
MESA CHARTER SCHOOL 401(K) PLAN
$4.7M · 83 participants
PINEWOOD PREPARATORY SCHOOL
100
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.
PINEWOOD PREPARATORY SCHOOL 403(B) PLAN
$4.7M · 157 participants
KINNERET DAY SCHOOL, INC.
KINNERET DAY SCHOOL 403(B) RETIREMENT ANNUITY PLAN
$4.7M · 40 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B