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Original filing (PDF)20250519103224NAL0002481026001
DOANE ACADEMY
Form 5500
FILING_RECEIVED
DOANE ACADEMY 403(B) DC PLAN
403(b) retirement plan
Signals · 1
Late filing · 12.1 mo
Active participants
73
Accounts w/ balance
128
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
88
/ 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
75
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 12.1 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (6 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOANE ACADEMY.
Plan sponsor
Name
DOANE ACADEMY
EIN
21-0634575
Address
350 RIVERBANK · BURLINGTON, NJ · 08016
Phone
(609) 386-3500
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-07-01
Tax period
2023-06-30
Filed
2025-05-19
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE AND ANNUI | 13-1624203 | NEW YORK, NY | RECORDKEEPER | $3K | — |
Investments
1 pooled fund· $265K(5% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $265K | 5.2% |