Back to filter
Original filing (PDF)20251015122255NAL0004830065001
CARLTHORP SCHOOL
Form 5500
FILING_RECEIVED
CARLTHORP SCHOOL 401(K) PLAN
401(k) retirement plan
Active participants
72
Accounts w/ balance
126
Plan assets (EOY)
$17.0M
Net assets (EOY)
$17.0M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARLTHORP SCHOOL.
Plan sponsor
Name
CARLTHORP SCHOOL
EIN
95-3512203
Address
438 SAN VICENTE BLVD · SANTA MONICA, CA · 90402
Phone
(310) 451-1332
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $2K | — |
Investments
29 direct securities· $16.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $3.0M | 17.6% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $1.7M | 10.0% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.6M | 9.6% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $1.3M | 7.4% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.1M | 6.3% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $963K | 5.7% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $910K | 5.4% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $845K | 5.0% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $762K | 4.5% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $742K | 4.4% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $670K | 3.9% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $547K | 3.2% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $390K | 2.3% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $371K | 2.2% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $366K | 2.2% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $358K | 2.1% | |
| Vanguard Developed Mkts Index Inv Vanguard 0 | — | — | — | $261K | 1.5% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $157K | 0.9% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $144K | 0.9% | |
| Vanguard International Value Inv Vanguard 0 | — | — | — | $134K | 0.8% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $128K | 0.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $125K | 0.7% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $106K | 0.6% | |
| Vanguard Small-Cap Value Index Inv Vanguard 0 | — | — | — | $104K | 0.6% | |
| Vanguard International Growth Adm Vanguard 0 | — | — | — | $84K | 0.5% | |
| Vanguard Small-Cap Growth Index Inv Vanguard 0 | — | — | — | $36K | 0.2% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $25K | 0.1% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $12K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $1K | <0.1% |
Related plans
Other plans using THE VANGUARD GROUP, INC.
GOOGLE LLC
GOOGLE LLC 401(K) SAVINGS PLAN
$48.7B · 114,321 participants
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE 401(K) RETIREMENT PLAN
$22.5B · 155,687 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM 401(K) SAVINGS PLAN
$19.0B · 67,476 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN
$13.8B · 80,148 participants
Similar-size Educational Services plans
CHILDRENS DAY SCHOOL
CHILDREN'S DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
$17.0M · 110 participants
THE CANTERBURY SCHOOL, INC.
CANTERBURY SCHOOL 403(B) RETIREMENT PLAN
$17.0M · 213 participants
DUNN SCHOOL
DUNN SCHOOL DC RETIREMENT PLAN
$17.0M · 64 participants
CICATELLI ASSOCIATES INC.
CICATELLI ASSOCIATES INC. 401(K) PLAN
$17.0M · 128 participants
OLD TRAIL SCHOOL
OLD TRAIL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
$17.0M · 96 participants
EPISCOPAL DAY PRIVATE SCHOOL OF MANATEE COUNTY, INC.
ST. STEPHEN'S EPISCOPAL SCHOOL RETIREMENT PLAN
$16.9M · 112 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