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Original filing (PDF)20251016161205NAL0006489281002
VILLANOVA PREPARATORY SCHOOL
Form 5500-SF
FILING_RECEIVED
VILLANOVA PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
61
Accounts w/ balance
95
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
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 VILLANOVA PREPARATORY SCHOOL.
Plan sponsor
Name
VILLANOVA PREPARATORY SCHOOL
EIN
95-1641972
Address
12096 N VENTURA AVENUE · OJAI, CA · 93023
Phone
(805) 646-1464
Industry
Educational Servicessee all
Plan administrator
Name
VILLANOVA PREPARATORY SCHOOL
EIN
95-1641972
City
OJAI, CA
Phone
(805) 646-1464
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-16
Pension benefit codes
2L · 403(b)(1) annuity
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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