· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SUMMIT ACADEMY OIC — SUMMIT ACADEMY OIC RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250731103257NAL0002980339001
SUMMIT ACADEMY OIC
Form 5500-SF
FILING_RECEIVED
SUMMIT ACADEMY OIC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
100
Accounts w/ balance
88
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
Plan health score (directional)
86
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SUMMIT ACADEMY OIC
.
Find decision makers
Plan sponsor
Name
SUMMIT ACADEMY OIC
EIN
41-0908458
Address
935 OLSON MEMORIAL PARKWAY · MINNEAPOLIS, MN · 55405
Phone
(612) 377-0150
Industry
Educational Services
see 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
2025-07-31
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
COLORADO EDUCATION INITIATIVE
THE COLORADO EDUCATION INITIATIVE 401(K) PLAN
$3.4M · 39 participants
SIERRA CASCADE FAMILY OPPORTUNITIES
SIERRA CASCADE FAMILY OPPORTUNITIES 403(B) PLAN
$3.4M · 93 participants
ROCK GATE CAPITAL DBA 160 DRIVING ACADEMY
160 RETIREMENT PLAN
$3.4M · 607 participants
FULTON SCIENCE ACADEMY PRIVATE SCHOOL, INC.
FULTON SCIENCE ACADEMY PRIVATE SCHOOL 401(K) PLAN
$3.4M · 125 participants
CROWN CHARTER SCHOOL
CROWN CHARTER SCHOOL 401(K) PROFIT SHARING PLAN & TRUST
100
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.4M · 18 participants
COMMUNITY PREPARATORY SCHOOL
COMMUNITY PREPARATORY SCHOOL 403(B) PLAN
$3.4M · 23 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
