Original filing (PDF)20250701073528NAL0029016290001

THE ACADEMY OF MANAGEMENT INC.

Name: THE ACADEMY OF MANAGEMENT INC. — THE ACADEMY OF MANAGEMENT INC. 401K PLAN, Form 5500 (2024)
Creator: THE ACADEMY OF MANAGEMENT INC.

Form 5500-SF

FILING_RECEIVED

THE ACADEMY OF MANAGEMENT INC. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ACADEMY OF MANAGEMENT INC..

Plan sponsor

Name

THE ACADEMY OF MANAGEMENT INC.

EIN

13-3916164

Address

100 SUMMIT LAKE DRIVE · SUITE 110 · VALHALLA, NY · 10595

Phone

(914) 326-1855

Industry

Other Services (ex. Public Admin)see 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

2025-07-01

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

Related plans

Similar-size Other Services (ex. Public Admin) plans

UNITED WAY OF THE MIDLANDS

UNITED WAY OF THE MIDLANDS 401(K) PLAN

$6.9M · 61 participants

EVANGELICAL CHILDREN'S HOME

EVERY CHILD'S HOPE 401(K) PLAN

$6.9M · 188 participants

AMERICAN COLLEGE OF SPORTS MEDICINE, INC.

AMERICAN COLLEGE OF SPORTS MEDICINE EMPLOYEE RETIREMENT PLAN

$6.9M · 39 participants

DR. PHILLIPS, INC.

DR. PHILLIPS, INC. 401(K) PLAN

$6.9M · 12 participants

REGION IV AREA AGENCY ON AGING, INC

REGION IV A.A.A. 403(B) PLAN