Original filing (PDF)20251013123634NAL0000601043001

THE STEM ACADEMY, INC.

Name: THE STEM ACADEMY, INC. — STEM101 RETIREMENT PLAN, Form 5500 (2024)
Creator: THE STEM ACADEMY, INC.

Form 5500-SF

FILING_RECEIVED

STEM101 RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$315K

Net assets (EOY)

$315K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE STEM ACADEMY, INC..

Plan sponsor

Name

THE STEM ACADEMY, INC.

EIN

27-2390050

Address

17145 W. BLUEMOUND RD. · STE J241 · BROOKFIELD, WI · 53005

Phone

(608) 405-2613

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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

OSBC, LLC

OSBC, LLC 401(K) PLAN

$315K · 13 participants

MILWAUKEE MATH AND SCIENCE ACADEMY

MILWAUKEE MATH AND SCIENCE ACADEMY 403(B) PLAN

$315K · 29 participants

P2L PATHWAYS TO LEADERSHIP INC

P2L PATHWAYS TO LEADERSHIP INC 401(K) PROFIT SHARING PLAN & TRUST

$315K · 20 participants

LINDER EDUCATIONAL COACHING LLC

LINDER EDUCATIONAL COACHING LLC 401K PLAN

$315K · 9 participants

KID TIME, INC.

KID TIME, INC. 401(K) P/S PLAN

$315K · 29 participants