How big is Roosevelt Children's Academy's plan?

Roosevelt Children's Academy's plan reported $4.4M in assets and 129 participants for 2024.

Original filing (PDF)20251008124435NAL0005561041001

Roosevelt Children's Academy

Name: Roosevelt Children's Academy — Roosevelt Children's, Form 5500 (2024)
Creator: Roosevelt Children's Academy
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Roosevelt Children's Academy Charter School 401(k) Plan

401(k) retirement plan · Roosevelt Children's Academy's Roosevelt Children's Academy Charter School 401(k) Plan held $4.4M in plan assets for 129 participants in 2024, with Mutual of America as recordkeeper.

Signals · 2

Possibly inadequate fidelity bond23% employer stock

Active participants

129

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

Robin Dillehay signed Roosevelt Children's Academy's 2024 Form 5500 as plan administrator.

Robin Dillehay — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Roosevelt Children's Academy's EIN is 13-4119998.

EIN 13-4119998

Plan number 001

Plan year 2024

ACK ID 20251008124435NAL0005561041001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Roosevelt Children's Academy from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Roosevelt Children's Academy's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROOSEVELT CHILDREN'S ACADEMY.

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score

High average account balance (88th percentile).

Plan sponsor

Name

ROOSEVELT CHILDREN'S ACADEMY

EIN

all filings

Address

201 DEBEVOISE AVE. · ROOSEVELT, NY · 11575

Phone

(516) 771-4760

Industry

Educational Services

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

2025-10-08

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

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

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA SEC. CORP LLC	—	NEW YORK, NY	RECORD KEEPER	$26K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILSHIRE ASSOCIATES INC.	—	SANTA MONICA, CA	FIDUCIARY ADVISOR	$617	—

Investments

27 direct securities· $4.4M(100% of reported assets)

Other securities

$1.7M

17 holdings

Common Stocks

$995K

1 holding

Common Collective Trusts

$904K

2 holdings

Mutual Funds

$527K

5 holdings

Participant loans

$136K

1 holding

U.S. Treasuries

$79K

1 holding

					% of plan
Mutual of America Life Insurance Company	Common Stocks	—	—	$995K	22.7%
MOA Equity Index Fund	Common Collective Trusts	—	—	$867K	19.8%
MOA Clear Passage 2020 Fund	Other securities	—	—	$429K	9.8%
MOA Clear Passage 2050 Fund	Other securities	—	—	$337K	7.7%
Macquarie Small Cap Value Fund Class R6	Other securities	—	—	$285K	6.5%
Vanguard International Growth Fund Admiral	Mutual Funds	—	—	$228K	5.2%
American Century Heritage Fund Class R6	Other securities	—	—	$224K	5.1%
MOA Clear Passage 2040 Fund	Other securities	—	—	$182K	4.2%
MFS Midcap Value Fund Class R6	Mutual Funds	—	—	$159K	3.6%
Participant Loans	Participant loans	—	—	$136K	3.1%
Vanguard Windsor II Fund Admiral	Mutual Funds	—	—	$135K	3.1%
Calvert Bond Fund Class R6	U.S. Treasuries	—	—	$79K	1.8%
MOA Small Cap Growth Fund	Other securities	—	—	$78K	1.8%
Goldman Sachs Small Cap Equity Insights Fund Class R6	Other securities	—	—	$72K	1.6%
MOA Clear Passage 2030 Fund	Other securities	—	—	$45K	1.0%
Vanguard Real Estate Index Fund Admiral	Common Collective Trusts	—	—	$37K	0.9%
MOA Core Bond Fund	Other securities	—	—	$28K	0.6%
MOA Clear Passage 2060 Fund	Other securities	—	—	$16K	0.4%
MOA Clear Passage 2065 Fund	Other securities	—	—	$11K	0.3%
DWS Capital Growth Fund - Class R6	Other securities	—	—	$8K	0.2%
MOA Clear Passage 2055 Fund	Other securities	—	—	$8K	0.2%
MOA Aggressive Allocation Fund	Other securities	—	—	$6K	0.1%
MOA Clear Passage 2045 Fund	Other securities	—	—	$2K	<0.1%
Vanguard Strategic Equity Fund Investor Shares	Mutual Funds	—	—	$2K	<0.1%
Vanguard Treasury Money Market Investor	Mutual Funds	—	—	$2K	<0.1%
MOA Clear Passage 2035 Fund	Other securities	—	—	$711	<0.1%
MOA Conservative Allocation Fund	Other securities	—	—	$422	<0.1%