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Original filing (PDF)20250813181620NAL0009284289001
ARISE ACADEMY
Form 5500
FILING_RECEIVED
ARISE ACADEMY, INC. 403(B) PLAN
403(b) retirement plan
Signals · 2
Late filing · 56.9 mo~118 bps in Sched C fees
Active participants
142
Accounts w/ balance
188
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
79
/ 100
Grade B
Above-average plan
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
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 56.9 months past the 10.5-month grace window.
- 118 bps in Schedule C fees — 126% above peer band of 52 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARISE ACADEMY.
Plan sponsor
Name
ARISE ACADEMY
EIN
26-3240588
Address
3819 ST CLAUDE AVE · NEW ORLEANS, LA · 701175735
Phone
(504) 352-5736
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2019-01-01
Tax period
2019-12-31
Filed
2025-08-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
DAIGREPONT & BRIAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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