Original filing (PDF)20250521113725NAL0002313171001

HOUGHTON ACADEMY

Name: HOUGHTON ACADEMY — HOUGHTON ACADEMY 403(B) DC PLAN - # 337289, Form 5500 (2024)
Creator: HOUGHTON ACADEMY

Form 5500-SF

FILING_RECEIVED

HOUGHTON ACADEMY 403(B) DC PLAN - # 337289

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 HOUGHTON ACADEMY.

Plan sponsor

Name

HOUGHTON ACADEMY

EIN

16-0838072

Address

9790 THAYER ST · HOUGHTON, NY · 147448713

Phone

(585) 567-8115

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-21

Pension benefit codes

2L · 403(b)(1) annuity

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 providers

Related plans

Similar-size Educational Services plans

THE CHILD DAY SCHOOLS, LLC

THE CHILD DAY SCHOOLS, LLC 401(K) PLAN

$2.2M · 51 participants

GAP TECHNOLOGIES INC.

GAP TECHNOLOGIES, INC.

$2.2M · 17 participants

GEORGIANA BRUCE KIRBY PREPARATORY SCHOOL

GEORGIANA BRUCE KIRBY PREPARATORY SCHOOL VOLUNTARY 403(B) PLAN

$2.2M · 41 participants

CHILDREN'S AID COLLEGE PREP CHARTER SCHOOL

CHILDREN'S AID COLLEGE PREP CHARTER SCHOOL 401K PLAN

$2.2M · 107 participants

COVENANT CHRISTIAN ACADEMY

COVENANT CHRISTIAN ACADEMY RETIREMENT SAVINGS PLAN II