Back to filter
Original filing (PDF)20250902151832NAL0029908914001
ERSKINE ACADEMY
Form 5500-SF
FILING_RECEIVED
ERSKINE ACADEMY 403(B) PLAN
403(b) retirement plan
Active participants
76
Accounts w/ balance
30
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Knocking points off
- Only 39% as many balances as active participants — suggests many active employees aren't deferring.
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 ERSKINE ACADEMY.
Plan sponsor
Name
ERSKINE ACADEMY
EIN
01-0245261
Address
309 WINDSOR ROAD · SOUTH CHINA, ME · 04358
Phone
(207) 445-2962
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-02
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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
Similar-size Educational Services plans
GREATER RALEIGH AREA CHRISTIAN E
GRACE CHRISTIAN SCHOOL 401(K) PLAN
$3.0M · 211 participants
MINERVA UNIVERSITY
MINERVA UNIVERSITY 403(B) RETIREMENT PLAN
$3.0M · 75 participants
HAGGARD CHILDCARE MANAGEMENT LLC
HAGGARD CHILDCARE RESOURCES 401(K) PLAN
$2.9M · 186 participants
OCEANSIDE COLLEGE OF BEAUTY, INC.
OCEANSIDE COLLEGE OF BEAUTY, INC. 401(K) PLAN
$2.9M · 22 participants
BELVEDERE - TIBURON CHILD CARE CENTER
BELVEDERE - TIBURON CHILD CARE CENTER RETIREMENT SAVINGS PLAN
$2.9M · 12 participants
MARYLAND INDEPENDENT COLLEGE AND UNIVERSITY ASSOCIATION
MICUA 401(K) PROFIT SHARING PLAN AND TRUST
$2.9M · 7 participants
Large plans in Maine
AHOLD DELHAIZE USA SERVICES, LLC
AHOLD DELHAIZE USA SERVICES AND AFFILIATES DEFINED CONTRIBUTION PLANS MASTER TRUST
$6.9B
TD BANK US HOLDING COMPANY
TD 401(K) RETIREMENT PLAN
$6.0B · 32,012 participants
UNUM GROUP
UNUM GROUP 401K RETIREMENT PLAN
$2.5B · 9,413 participants
MAINEHEALTH SERVICES
MAINEHEALTH 403(B) RETIREMENT PLAN
$2.5B · 23,826 participants
UNUM GROUP
UNUM GROUP PENSION PLAN
$1.4B · 2,680 participants
IDEXX LABORATORIES, INC.
IDEXX RETIREMENT AND INCENTIVE SAVINGS PLAN
$1.2B · 6,742 participants