Original filing (PDF)20251020140558NAL0000893443001

CRANE COUNTRY DAY SCHOOL

Name: CRANE COUNTRY DAY SCHOOL — CRANE COUNTRY DAY SCHOOL 403(B) PLAN, Form 5500 (2024)
Creator: CRANE COUNTRY DAY SCHOOL

Form 5500-SF

FILING_RECEIVED

CRANE COUNTRY DAY SCHOOL 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

119

Plan assets (EOY)

$16.7M

Net assets (EOY)

$16.7M

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 CRANE COUNTRY DAY SCHOOL.

Plan sponsor

Name

CRANE COUNTRY DAY SCHOOL

EIN

95-1643315

Address

1795 SAN LEANDRO LANE · SANTA BARBARA, CA · 931082639

Phone

(805) 969-7732

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-10-20

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2F · ERISA section 404(c)

2M · 403(b)(7) custodial 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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