How big is Partners in School Innovation's plan?

Partners in School Innovation's plan reported $1.1M in assets and 2 participants for 2024.

Original filing (PDF)20250515115344NAL0030594704001

Partners in School Innovation

Name: Partners in School Innovation — Partners in School, Form 5500 (2024)
Creator: Partners in School Innovation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Partners in School Innovation DC Retirement Plan

403(b) retirement plan · Partners in School Innovation's Partners in School Innovation DC Retirement Plan held $1.1M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Derek Mitchell signed Partners in School Innovation's 2024 Form 5500 as plan administrator.

Derek Mitchell — Plan Administrator — Form 5500 signer
Christopher a Thorn — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Partners in School Innovation's EIN is 94-3205455.

EIN 94-3205455

Plan number 001

Plan year 2024

ACK ID 20250515115344NAL0030594704001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Partners in School Innovation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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 (100th percentile).

Plan sponsor

Name

PARTNERS IN SCHOOL INNOVATION

EIN

all filings

Address

2041 EAST ST STE 132 · CONCORD, CA · 945202126

Phone

(415) 824-6196

Industry

Educational Services

Plan administrator