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Original filing (PDF)20250415165716NAL0003607505001
BLUE OAK SCHOOL
Form 5500-SF
FILING_RECEIVED
BLUE OAK DEFINED CONTRIBUTION RETIREMENT
403(b) retirement plan
Active participants
33
Accounts w/ balance
82
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUE OAK SCHOOL.
Plan sponsor
Name
BLUE OAK SCHOOL
DBA
BLUE OAK SCHOOL
EIN
95-4803542
Address
1436 POLK ST · NAPA, CA · 945592523
Phone
(707) 251-2542
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
2025-04-15
Pension benefit codes
2L · 403(b)(1) annuity
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 providersRelated plans
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