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WESTERN CHRISTIAN SCHOOLS — WESTERN CHRISTIAN SCHOOLS 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260209135146NAL0001705347001
WESTERN CHRISTIAN SCHOOLS
Form 5500-SF
FILING_RECEIVED
WESTERN CHRISTIAN SCHOOLS 403(B) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
241
Accounts w/ balance
95
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
Plan health score (directional)
72
/ 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
60
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
WESTERN CHRISTIAN SCHOOLS
.
Find decision makers
Plan sponsor
Name
WESTERN CHRISTIAN SCHOOLS
EIN
95-2272400
Address
100 W. NINTH STREET · UPLAND, CA · 91786
Phone
(909) 920-5858
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-02-09
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2E · Profit-sharing
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
MERRICK ACADEMY-QUEENS PUBLIC CHARTER SCHOOL
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$3.4M · 109 participants
AUBURN THEOLOGICAL SEMINARY
AUBURN THEOLOGICAL SEMINARY TAX DEFERRED ANNUITY PLAN
$3.4M · 25 participants
THE BRIARWOOD SCHOOL
THE BRIARWOOD SCHOOL 403B DC PLAN
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SAINT VINCENT'S DAY HOME, INC.
SAINT VINCENT'S DAY HOME SAVINGS AND RETIREMENT PLAN
$3.4M · 50 participants
ROCKBRIDGE ACADEMY, INC.
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 39% as many balances as active participants — suggests many active employees aren't deferring.
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.
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ROCKBRIDGE ACADEMY, INC. RETIREMENT SAVINGS PLAN
$3.4M · 104 participants
WILLOW HILL SCHOOL
WILLOW HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
$3.4M · 28 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
