Original filing (PDF)20260304070642NAL0002788113001

NATIVITY JESUIT ACADEMY, INC.

Name: NATIVITY JESUIT ACADEMY, INC. — NATIVITY JESUIT ACADEMY 401(K) PLAN, Form 5500 (2024)
Creator: NATIVITY JESUIT ACADEMY, INC.

Form 5500-SF

FILING_RECEIVED

NATIVITY JESUIT ACADEMY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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 NATIVITY JESUIT ACADEMY, INC..

Plan sponsor

Name

NATIVITY JESUIT ACADEMY, INC.

EIN

39-1741141

Address

1515 SOUTH 29TH STREET · MILWAUKEE, WI · 53215

Phone

(414) 645-1060

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-09-01

Tax period

2025-08-31

Filed

2026-03-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

THE AMERICAN COLLEGE TRUST & ESTATE

THE ACTEC 401(K) PROFIT SHARING PLAN

$3.2M · 15 participants

THE OLIVERIAN SCHOOL, INC.

THE OLIVERIAN SCHOOL, INC. 403(B) DC PLAN

$3.2M · 32 participants

PSYCHPREP, INC.

PSYCHPREP, INC. PROFIT SHARING PLAN

$3.2M · 3 participants

YMI, INC.

YMI INC. 401K PROFIT SHARING PLAN

$3.2M · 5 participants

WESTBRIDGE ACADEMY, INC.

WESTBRIDGE ACADEMY, INC. 401(K) PLAN

$3.2M · 35 participants