Original filing (PDF)20250612111036NAL0016478689001

ARBOR SCHOOL OF ARTS AND SCIENCES

Name: ARBOR SCHOOL OF ARTS AND SCIENCES — ARBOR SCHOOL OF ARTS AND SCIENCES 403(B) TDA PLAN, Form 5500 (2023)
Creator: ARBOR SCHOOL OF ARTS AND SCIENCES

Form 5500-SF

FILING_RECEIVED

ARBOR SCHOOL OF ARTS AND SCIENCES 403(B) TDA PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARBOR SCHOOL OF ARTS AND SCIENCES.

Plan sponsor

Name

ARBOR SCHOOL OF ARTS AND SCIENCES

EIN

94-3089073

Address

4201 SW BORLAND RD · TUALATIN, OR · 97062

Phone

(503) 638-6399

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-06-12

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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