Original filing (PDF)20250522132701NAL0002697185001

MARBURN ACADEMY

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

Form 5500-SF

FILING_RECEIVED

MARBURN ACADEMY 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

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 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

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-22

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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