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Original filing (PDF)20250915092908NAL0002116866001
THE LITTLE SCHOOL
Form 5500-SF
FILING_RECEIVED
THE LITTLE SCHOOL 403(B) DC PLAN
403(b) retirement plan
Active participants
35
Accounts w/ balance
64
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE LITTLE SCHOOL.
Plan sponsor
Name
THE LITTLE SCHOOL
EIN
94-3108690
Address
1520 LYON STREET · SAN FRANCISCO, CA · 941152917
Phone
(415) 567-0430
Industry
Educational Servicessee all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(844) 367-2848
Plan characteristics
Plan number
093
Plan year
2024
Plan year begin
2024-08-01
Tax period
2025-07-31
Filed
2025-09-15
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
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