Original filing (PDF)20241114134327NAL0020375953001

VILLAGE SCHOOL

Name: VILLAGE SCHOOL — VILLAGE SCHOOL 403(B) DC PLAN, Form 5500 (2023)
Creator: VILLAGE SCHOOL

Form 5500-SF

FILING_RECEIVED

VILLAGE SCHOOL 403(B) DC PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

138

Plan assets (EOY)

$12.3M

Net assets (EOY)

$12.3M

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 VILLAGE SCHOOL.

Plan sponsor

Name

VILLAGE SCHOOL

EIN

95-4060392

Address

780 SWARTHMORE AVENUE · PACIFIC PALISADES, CA · 90272

Phone

(310) 459-8411

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

2024-11-14

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2F · ERISA section 404(c)

2M · 403(b)(7) custodial accounts

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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NEW JERSEY PRINCIPALS & SUPERVISORS