· 2022–2024 · DOL EFAST2

Island School — 403(b) Thrift Plan for Employees of, Form 5500 (2024)

Original filing (PDF)20260219140558NAL0010541107001

Island School

Form 5500-SF

FILING_RECEIVED

403(b) Thrift Plan for Employees of Island School

401(k) retirement plan · Island School's 403(b) Thrift Plan for Employees of Island School held $3.7M in plan assets for 100 participants in 2024.

Active participants

100

Accounts w/ balance

93

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan health score

Above-average plan

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

92

Total plan cost

n/a

Plan health

30

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

ISLAND SCHOOL

EIN

99-0171474all filings

Address

3-1875 KAUMUALII HWY · LIHUE, HI · 967669561

Phone

(808) 246-0233

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-02-19

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2E · Profit-sharing

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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