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CRESPI CARMELITE HIGH SCHOOL — CRESPI CARMELITE HIGH SCHOOL 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250616121802NAL0000467251001
CRESPI CARMELITE HIGH SCHOOL
Form 5500-SF
FILING_RECEIVED
CRESPI CARMELITE HIGH SCHOOL 403(B) PLAN
403(b) retirement plan
Active participants
118
Accounts w/ balance
80
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CRESPI CARMELITE HIGH SCHOOL
.
Find decision makers
Plan sponsor
Name
CRESPI CARMELITE HIGH SCHOOL
EIN
95-2148415
Address
5031 ALONZO AVE · ENCINO, CA · 91316
Phone
(818) 654-1308
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-16
Pension benefit codes
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
68% balance-to-active ratio — below typical for a healthy 401(k).
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.
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$6.2M · 77 participants
COR JESU ACADEMY
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$88.3B
