Original filing (PDF)20251204122347NAL0004556770001

URSULINE ACADEMY OF CINCINNATI

Name: URSULINE ACADEMY OF CINCINNATI — THE URSULINE ACADEMY PENSION PLAN, Form 5500 (2024)
Creator: URSULINE ACADEMY OF CINCINNATI

Form 5500-SF

FILING_RECEIVED

THE URSULINE ACADEMY PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

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 URSULINE ACADEMY OF CINCINNATI.

Plan sponsor

Name

URSULINE ACADEMY OF CINCINNATI

EIN

31-0538555

Address

5535 PFEIFFER ROAD · CINCINNATI, OH · 45242

Phone

(513) 791-5791

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-12-04

Pension benefit codes

2C · Money purchase (other than target benefit)

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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