Original filing (PDF)20250717150827NAL0000543249001

MARBURN ACADEMY

Name: MARBURN ACADEMY — MARBURN ACADEMY 403(B) DC PLAN, Form 5500 (2024)
Creator: MARBURN ACADEMY

Form 5500-SF

FILING_RECEIVED

MARBURN ACADEMY 403(B) DC PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARBURN ACADEMY.

Plan sponsor

Name

MARBURN ACADEMY

EIN

31-1011901

Address

9555 JOHNSTOWN ROAD · NEW ALBANY, OH · 43054

Phone

(614) 433-0822

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

2025-07-17

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

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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