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Original filing (PDF)20251009071947NAL0003709523001
HARTFIELD ACADEMY, INC.
Form 5500
FILING_RECEIVED
HARTFIELD ACADEMY, INC. 401(K) PLAN
401(k) retirement plan
Active participants
192
Accounts w/ balance
162
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (23 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARTFIELD ACADEMY, INC..
Plan sponsor
Name
HARTFIELD ACADEMY, INC.
EIN
45-2712832
Address
1240 LUCKNEY ROAD · FLOWOOD, MS · 39232
Phone
(601) 992-5333
Industry
Educational Servicessee 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
2025-10-09
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)
Auditor
BMSS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT PLAN SERVI | — | OWINGS MILLS, MD | RECORDKEEPER | $5K | — |
Investments
17 direct securities· $2.2M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Target Date Retirement I 2040 Fund | — | — | — | $443K | 19.5% | |
| T. Rowe Price Target Date Retirement I 2045 Fund | — | — | — | $356K | 15.6% | |
| T. Rowe Price Target Date Retirement I 2035 Fund | — | — | — | $277K | 12.2% | |
| T. Rowe Price Target Date Retirement I 2030 Fund | — | — | — | $248K | 10.9% | |
| T. Rowe Price Target Date Retirement I 2055 Fund | — | — | — | $243K | 10.7% | |
| T. Rowe Price Target Date Retirement I 2050 Fund | — | — | — | $225K | 9.9% | |
| T. Rowe Price Target Date Retirement I 2060 Fund | — | — | — | $119K | 5.2% | |
| T. Rowe Price Target Date Retirement I 2025 Fund | — | — | — | $110K | 4.9% | |
| T. Rowe Price Target Date Retirement I 2065 Fund | — | — | — | $67K | 2.9% | |
| Blackrock Large Cap Index Fund K | — | — | — | $37K | 1.6% | |
| T. Rowe Price Target Date Retirement I 2020 Fund | — | — | — | $27K | 1.2% | |
| Columbia Contrarian Core Institutional Fund 3 | — | — | — | $24K | 1.1% | |
| IShares Russell 2000 Small-Cap Index Fund K | — | — | — | $22K | 1.0% | |
| MFS Value Fund R6 | — | — | — | $15K | 0.7% | |
| John Hancock Disciplined Value Mid Cap Fund Class R6 | — | — | — | $15K | 0.7% | |
| Invesco Oppenheimer International Growth Fund Class R6 | — | — | — | $11K | 0.5% | |
| T. Rowe Price Government Money Market Fund | — | — | — | $2K | 0.1% |
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