Retirement plan

ROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Name: ROLLING HILLS PREPARATORY SCHOOL - ROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN (2025) Form 5500
Creator: ROLLING HILLS PREPARATORY SCHOOL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN, ROLLING HILLS PREPARATORY SCHOOL

ROLLING HILLS PREPARATORY SCHOOLEIN 95-3735164Plan #001PY 2025

1 ROLLING HILLS PREP WAY - SAN PEDRO, CA 907325200310-791-1101rollinghillsprep.orgLinkedIn51-200 employeesprimary/secondary education

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$10.7M

+5.7% from 2024

Total participants

164

-5.7% from 2024

Average account balance

$67,230

+11.7% from 2024

Annual return

11.81%

-5.62 pp from 2024

Benchmarks

See 2,213 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort2,213 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$10.69M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$67K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

159

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

90.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$507K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.81%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$213

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829	Advisory (Plan)	$25,024
TIAA6 years Service code 64 · EIN 13-1624203	Recordkeeping Fees	$8,215

Plan features & details

Pension benefit codes2F2G2L2M3D2T

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$34K

$617 / participant

Contract admin$33K97.5%
Other / not subdivided$8402.5%

% of EOY assets

0.317%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WINDES, INC.
Auditor EIN: 953001179
Audit fees: $840
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$67,230

$50,554+33.0%

$67,681-0.7%

$87,485-23.2%

Participation rate

90.9%

67.7%+23.2pp

73.7%+17.2pp

68.9%+22.0pp

Annual return

11.81%

17.81%-6.0pp

590.58%-578.8pp

26.06%-14.2pp

Employer contribution / active EE

$3,145

$1,988+58.2%

$2,678+17.4%

$2,596+21.2%

Participant deferral / active EE

$6,068

$2,961+104.9%

$3,976+52.6%

$4,274+42.0%

Admin fee / account holder

$213

$4,132-94.8%

$6,100-96.5%

$7,775-97.3%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY4 years

Filed as: MORGAN STANLEY

Service code 27 · EIN 20-8764829

Advisory (Plan)

$25,024

TIAA6 years

Service code 64 · EIN 13-1624203

Recordkeeping Fees

$8,215

ROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion