Original filing (PDF)20250410193451NAL0022159105001

WAIMEA COUNTRY SCHOOL

Name: WAIMEA COUNTRY SCHOOL — WAIMEA COUNTRY SCHOOL TAX-DEFERRED ANNUITY PLAN, Form 5500 (2023)
Creator: WAIMEA COUNTRY SCHOOL

Form 5500-SF

FILING_RECEIVED

WAIMEA COUNTRY SCHOOL TAX-DEFERRED ANNUITY PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$290K

Net assets (EOY)

$290K

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.

Decision-maker contacts

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

Plan sponsor

Name

WAIMEA COUNTRY SCHOOL

EIN

99-0327838

Address

PO BOX 399 · KAMUELA, HI · 967430399

Phone

(808) 885-0067

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-10

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 providers

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