How big is Crestview Preparatory School's plan?

Crestview Preparatory School's plan reported $5.0M in assets and 45 participants for 2024.

Original filing (PDF)20251028165158NAL0010190848001

Crestview Preparatory School

Name: Crestview Preparatory School — Crestview Preparatory, Form 5500 (2024)
Creator: Crestview Preparatory School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Crestview Preparatory School Retirement Plan

403(b) retirement plan · Crestview Preparatory School's Crestview Preparatory School Retirement Plan held $5.0M in plan assets for 45 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

People on this filing

Katie LUNA signed Crestview Preparatory School's 2024 Form 5500 as plan administrator.

Katie LUNA — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Crestview Preparatory School's EIN is 95-4064778.

EIN 95-4064778

Plan number 001

Plan year 2024

ACK ID 20251028165158NAL0010190848001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Crestview Preparatory School from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Crestview Preparatory School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CRESTVIEW PREPARATORY SCHOOL.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

CRESTVIEW PREPARATORY SCHOOL

EIN

all filings

Address

140 FOOTHILL BLVD · LA CANADA, CA · 910113727

Phone

(818) 952-0925

Industry

Educational Services

Plan administrator