Original filing (PDF)20251216143003NAL0001324659001

EASTBROOK ACADEMY, INC.

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

Form 5500-SF

FILING_RECEIVED

EASTBROOK ACADEMY, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

104

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 EASTBROOK ACADEMY, INC..

Plan sponsor

Name

EASTBROOK ACADEMY, INC.

EIN

39-1926815

Address

5375 N GREEN BAY AVE · MILWAUKEE, WI · 53209

Phone

(414) 228-7905

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

2025-12-16

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

STATE LEGISLATIVE LEADERS FOUNDATION, INC.

STATE LEGISLATIVE LEADERS FOUNDATION, INC. 401(K) PLAN

$2.4M · 10 participants

MONTESSORI FAMILY SCHOOL OF MERCER COUNTY T/A PENNINGTON MONTESSORI

PENNINGTON MONTESSORI SCHOOL 403(B) PLAN

$2.4M · 28 participants

350.ORG

350.ORG 401K PLAN

$2.4M · 29 participants

PARK CHILDREN'S DAY SCHOOL

PARK CHILDREN'S DAY SCHOOL RETIREMENT PLAN

$2.4M · 41 participants

ST. ANNE'S SCHOOL OF ANNAPOLIS

ST. ANNE'S SCHOOL OF ANNAPOLIS 403(B) RETIREMENT PLAN