Original filing (PDF)20241004082909NAL0011171073001

RAMONA CONVENT SECONDARY SCHOOL

Name: RAMONA CONVENT SECONDARY SCHOOL — RAMONA CONVENT SECONDARY SCHOOL DEFINED CONTRIBUTION PLAN, Form 5500 (2023)
Creator: RAMONA CONVENT SECONDARY SCHOOL

Form 5500-SF

FILING_RECEIVED

RAMONA CONVENT SECONDARY SCHOOL DEFINED CONTRIBUTION PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.2M

Net assets (EOY)

$9.2M

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 RAMONA CONVENT SECONDARY SCHOOL.

Plan sponsor

Name

RAMONA CONVENT SECONDARY SCHOOL

EIN

95-1756424

Address

1701 W RAMONA RD · ALHAMBRA, CA · 91803

Phone

(626) 282-4151

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2024-10-04

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

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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