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Original filing (PDF)20250410101758NAL0024058625001
ACADEMY OF BASIC EDUCATION
Form 5500
FILING_RECEIVED
BROOKFIELD ACADEMY RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
130
Accounts w/ balance
202
Plan assets (EOY)
$20.8M
Net assets (EOY)
$20.8M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACADEMY OF BASIC EDUCATION.
Plan sponsor
Name
ACADEMY OF BASIC EDUCATION
DBA
BROOKFIELD ACADEMY
EIN
39-0987840
Address
3462 N BROOKFIELD RD. · BROOKFIELD, WI · 53045
Phone
(262) 783-3200
Industry
Educational Servicessee all
Plan administrator
Name
ACADEMY OF BASIC EDUCATION
EIN
39-0987840
City
BROOKFIELD, WI
Phone
(262) 783-3200
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-04-10
Pension benefit codes
2J · 401(k) feature
2G · Total participant-directed accounts
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-2037969 | — | NONE | $14K | — |
Investments
2 pooled funds· $297K(1% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$269K
1 holding
Pooled Separate Account
$28K
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | $269K | 1.3% |
| TIAA REAL ESTATE TIAA · EIN 13-1624203 / PN 004 | Pooled Separate Account | $28K | 0.1% |
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