Original filing (PDF)20250710155611NAL0009396464001

THE OXBOW SCHOOL

Name: THE OXBOW SCHOOL — THE OXBOW SCHOOL 403B DC PLAN, Form 5500 (2024)
Creator: THE OXBOW SCHOOL

Form 5500-SF

FILING_RECEIVED

THE OXBOW SCHOOL 403B DC PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$351K

Net assets (EOY)

$351K

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 THE OXBOW SCHOOL.

Plan sponsor

Name

THE OXBOW SCHOOL

DBA

THE OXBOW SCHOOL

EIN

94-3265708

Address

530 THIRD ST · NAPA, CA · 945592702

Phone

(707) 255-6000

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

412

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-10

Pension benefit codes

1A · Pay-related DB formula

2G · Total participant-directed accounts

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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