Original filing (PDF)20260105133551NAL0010387682001

NORTH YARMOUTH ACADEMY

Name: NORTH YARMOUTH ACADEMY — NORTH YARMOUTH ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2024)
Creator: NORTH YARMOUTH ACADEMY

Form 5500-SF

FILING_RECEIVED

NORTH YARMOUTH ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.1M

Net assets (EOY)

$9.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTH YARMOUTH ACADEMY.

Plan sponsor

Name

NORTH YARMOUTH ACADEMY

EIN

01-0211536

Address

148 MAIN STREET · YARMOUTH, ME · 04096

Phone

(207) 847-5424

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

2026-01-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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