Back to filter
Original filing (PDF)20250109091010NAL0006833891001
WHITNEY ACADEMY, INC.
Form 5500
FILING_RECEIVED
WHITNEY ACADEMY DENTAL PLAN
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
107
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
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
90
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- No recordkeeper disclosed on Schedule C.
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 WHITNEY ACADEMY, INC..
Plan sponsor
Name
WHITNEY ACADEMY, INC.
EIN
04-2939430
Address
85 DR. BRADLEY ROAD · PO BOX 619 · E. FREETOWN, MA · 027171816
Phone
(508) 763-3737
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
503
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-01-09
Welfare benefit codes
4D · Dental
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Health Care & Social Assistance plans
THREE BEAUTIFUL LIVES INC
THREE BEAUTIFUL LIVES INC MEDOVA LIFESTYLE HEALTH PLAN
$0
JOB'S HOUSE OF PROSPERITY LLC
JOB'S HOUSE OF PROSPERITY 401(K) PLAN
$0
CORPORATION OF GUARDIANSHIP
CORPORATION OF GUARDIANSHIP 403(B) PLAN
$0
SERVANT MANOR INC
SERVANT MANOR INC 401(K) PROFIT SHARING PLAN & TRUST
$0
MOSAIC AUTISM SERVICES, LLC
MOSAIC AUTISM SERVICES 401(K) PLAN
$0 · 13 participants
CHANGES RECOVERY COUNSELING LLC
CHANGES RECOVERY COUNSELING LLC 401(K)
$0
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B