How big is Academy Financial, Inc.'s plan?

Academy Financial, Inc.'s plan reported $3.3M in assets and 30 participants for 2024.

Original filing (PDF)20250826084016NAL0014872112001

Academy Financial, Inc.

Name: Academy Financial, Inc. — Academy Financial, Inc., Form 5500 (2024)
Creator: Academy Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Academy Financial, Inc. 401(k) Plan

401(k) retirement plan · Academy Financial, Inc.'s Academy Financial, Inc. 401(k) Plan held $3.3M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Michael McFeeley signed Academy Financial, Inc.'s 2024 Form 5500 as plan administrator.

Michael McFeeley — 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

Academy Financial, Inc.'s EIN is 20-3608301.

EIN 20-3608301

Plan number 001

Plan year 2024

ACK ID 20250826084016NAL0014872112001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

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

100

Helping the score