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ACADEMY DEL SOL, INC. — ACADEMY DEL SOL 403(B) PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230927152041NAL0011015745001
ACADEMY DEL SOL, INC.
Form 5500-SF
FILING_RECEIVED
ACADEMY DEL SOL 403(B) PLAN
401(k) retirement plan
Active participants
48
Accounts w/ balance
12
Plan assets (EOY)
$307K
Net assets (EOY)
$307K
Plan health score (directional)
84
/ 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
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ACADEMY DEL SOL, INC.
.
Find decision makers
Plan sponsor
Name
ACADEMY DEL SOL, INC.
EIN
26-3947979
Address
7201 W VALLEY CREST PL · TUCSON, AZ · 85757
Phone
(520) 789-7731
Industry
Educational Services
see 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
2023-09-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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
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Knocking points off
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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