Original filing (PDF)20251029095702NAL0000429491001

MOUNT ALVERNO HIGH SCHOOL

Name: MOUNT ALVERNO HIGH SCHOOL — MOUNT ALVERNO HIGH SCHOOL DC RETIREMENT PLAN, Form 5500 (2024)
Creator: MOUNT ALVERNO HIGH SCHOOL

Form 5500-SF

FILING_RECEIVED

MOUNT ALVERNO HIGH SCHOOL DC RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

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 MOUNT ALVERNO HIGH SCHOOL.

Plan sponsor

Name

MOUNT ALVERNO HIGH SCHOOL

EIN

95-3331866

Address

200 N MICHILLINDA AVE · SIERRA MADRE, CA · 910241616

Phone

(626) 355-3463

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

2025-10-29

Pension benefit codes

2L · 403(b)(1) annuity

2G · Total participant-directed accounts

2F · ERISA section 404(c)

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

2T · Default investment account (QDIA)

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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