Original filing (PDF)20250515115344NAL0030594704001

PARTNERS IN SCHOOL INNOVATION

Name: PARTNERS IN SCHOOL INNOVATION — PARTNERS IN SCHOOL INNOVATION DC RETIREMENT PLAN, Form 5500 (2024)
Creator: PARTNERS IN SCHOOL INNOVATION

Form 5500-SF

FILING_RECEIVED

PARTNERS IN SCHOOL INNOVATION DC RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 PARTNERS IN SCHOOL INNOVATION.

Plan sponsor

Name

PARTNERS IN SCHOOL INNOVATION

EIN

94-3205455

Address

2041 EAST ST STE 132 · CONCORD, CA · 945202126

Phone

(415) 824-6196

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

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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