Original filing (PDF)20251119092626NAL0003850897001

FALMOUTH ACADEMY, INC.

Name: FALMOUTH ACADEMY, INC. — FALMOUTH ACADEMY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2024)
Creator: FALMOUTH ACADEMY, INC.

Form 5500-SF

FILING_RECEIVED

FALMOUTH ACADEMY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

102

Plan assets (EOY)

$18.4M

Net assets (EOY)

$18.4M

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 FALMOUTH ACADEMY, INC..

Plan sponsor

Name

FALMOUTH ACADEMY, INC.

EIN

04-2620156

Address

7 HIGHFIELD DRIVE · FALMOUTH, MA · 02540

Phone

(508) 457-9696

Industry

Educational Servicessee all

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

2025-11-19

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2S · Automatic enrollment

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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