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Original filing (PDF)20251009110842NAL0011327824001
SUCCESS PREPARATORY ACADEMY
Form 5500
FILING_RECEIVED
SUCCESS PREPARATORY ACADEMY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
102
Accounts w/ balance
152
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUCCESS PREPARATORY ACADEMY.
Plan sponsor
Name
SUCCESS PREPARATORY ACADEMY
EIN
26-3202807
Address
4621 CANAL STREET · NEW ORLEANS, LA · 70119
Phone
(504) 909-6275
Industry
Educational Servicessee 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
2025-10-09
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)
Auditor
ERICKSEN KRENTEL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
20 direct securities· $3.1M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Registered Investment Company | — | — | — | $1.1M | 33.5% | |
| Vanguard Target Retirement 2045 Inv Mutual Funds | — | — | — | $705K | 22.0% | |
| Vanguard Target Retirement 2055 Inv Mutual Funds | — | — | — | $429K | 13.4% | |
| Vanguard Target Retirement 2060 Inv Mutual Funds | — | — | — | $344K | 10.7% | |
| Vanguard Target Retirement 2025 Inv Mutual Funds | — | — | — | $156K | 4.9% | |
| Vanguard Target Retirement 2040 Inv Mutual Funds | — | — | — | $149K | 4.6% | |
| Vanguard Total Stock Mkt Idx Adm Mutual Funds | — | — | — | $54K | 1.7% | |
| Vanguard Growth Index Admiral Mutual Funds | — | — | — | $47K | 1.5% | |
| Participant Loan Not Corrected Pending Correction Repayments are Outside VFCP in VFCP included: [ ] Plan Year 2013-2023 41,509 $ - 41,509 $ - | — | — | — | $42K | 1.3% | |
| Vanguard Target Retirement 2020 Inv Mutual Funds | — | — | — | $33K | 1.0% | |
| Vanguard Total Bond Intl Stock Index Admiral Mutual Funds | — | — | — | $13K | 0.4% | |
| Vanguard 500 Index Admiral Mutual Funds | — | — | — | $10K | 0.3% | |
| Notes receivable from participants Bearing interest at 5.25%-7.25% - | — | — | — | $8K | 0.3% | |
| Loan 4.25% - 9.50% | — | — | — | $8K | 0.3% | |
| Vanguard Ext. Market Idx Adm Registered Investment Company | — | — | — | $8K | 0.2% | |
| Vanguard Target Retirement 2035 Inv Mutual Funds | — | — | — | $7K | 0.2% | |
| Vanguard Total Bond Market Index Adm Mutual Funds | — | — | — | $2K | <0.1% | |
| Vanguard Total Bond Mk Index Adm Registered Investment Company | — | — | — | $2K | <0.1% | |
| Vanguard Federal Money Market Investor Interest Bearing Cash | — | — | — | $1K | <0.1% | |
| Vanguard Federal Money Market Money Market Fund | — | — | — | $1K | <0.1% |
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